Daniela Castro
Fähigkeiten und Kenntnisse
Werdegang
Berufserfahrung von Daniela Castro
- Bis heute 11 Jahre und 3 Monate, seit Feb. 2015
Business Risk Manager, UHNW & GFO WM Schweiz
UBS AG
- 1 Jahr und 2 Monate, Dez. 2013 - Jan. 2015
UHNWI Relationship Manager Private Banking
Credit Suisse
Delivering tailor-made advice & services for sophisticated UHNWI clients • Strengthening existing client base and expanding business • Contact with our professional clients (e.g. family offices) as well as with our bank-internal specialists • Preparation of pitches and deals for sophisticated clients • Handling complex account openings & execution of tasks of the life-cycle of a PB account • Optimize own client book & retention of existing clients
- 1 Jahr und 11 Monate, Jan. 2012 - Nov. 2013
Relationship Manager Private Banking (Assistant Vice President)
Credit Suisse AG
• Strengthening existing client base and expanding business • Actively manage Sales Pipeline • Finding best suitable solution • Optimize own client book • Treatment of all counterparties concentration risks • Suitability of advice and appropriateness of trade execution • Retention of existing clients • Project Management of the project „Knowledge and Experience –Uruguay“ • Education of traineeship and apprentices: Trainer supervisor – assistance, education and evaluation
- 4 Jahre und 7 Monate, Juni 2007 - Dez. 2011
Assistant Senior Relationship Manager UHNWI/HNWI
Credit Suisse AG
• Execution of trades and FX • Creation of investment proposals • Substitute the Senior Relationship Manager during business trips, holidays and his sabbatical leave (3 months) • Processing legal cases • Attend client meetings on my own • Written and phone contacts with clients • Scheduling business trips and preparation of client files for needed meetings • Provide solutions for client pendings • Direct contact with the Representative Offices and collaboration in client specific issues
- 1 Jahr, Feb. 2006 - Jan. 2007
Internship
Credit Suisse AG
Aug. 2006 – Jan. 2007 Assistant Senior Relationship Manager Ultra High Net Worth Individuals / PB1 – Private Banking Latin America - Internship Feb. 2006 – Jul. 2006 Investment Consulting External Asset Manager – Internship • Execution of trades, FX and Derivatives • Daily contact with clients located over the global
- 1 Jahr, Feb. 2005 - Jan. 2006
Internship
Credit Suisse AG
Aug. 2005 – Jan. 2006 Advisory Private Clients – Internship • Execution of trades • Processing new account openings and legal cases • Written and phone contacts with clients • Attend client meetings on my own • Provide solutions for client pending’s Feb. 2005 – Jul. 2005 Human Resources Credit Suisse First Boston – Internship • Recruiting of trainee for Investment Banking • Handling and preparing interviews
- 1 Jahr und 9 Monate, Mai 2003 - Jan. 2005
Assistant
Trust TCL Properties Consulting Zürich
Ausbildung von Daniela Castro
- 5 Jahre, Sep. 2007 - Aug. 2012
School of Management and Law
- 2 Jahre, Feb. 2005 - Jan. 2007
European Banking & Financial Services Training Association Asbl
- 2 Jahre und 2 Monate, Okt. 2002 - Nov. 2004
Economics
University of Zürich
Sprachen
Deutsch
C2 (Verhandlungssicher / Muttersprachlich)
Spanisch
C2 (Verhandlungssicher / Muttersprachlich)
Englisch
C1 (Fließend)
Französisch
C1 (Fließend)
Italienisch
B1-B2 (Gute Kenntnisse)
Portugiesisch
A1-A2 (Grundkenntnisse)
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