Frank Petschke

Angestellt, Client Portfolio Manager, Unified Global Alternatives Hedge Fund @ UBS, UBS Asset Management
Zurich, Switzerland

Fähigkeiten und Kenntnisse

Hedge Funds
Fund of Funds
Sales
Advisory Tools and Process Development
Vermögensverwaltung
Vermögensberatung
Clients
Vertrieb
Marketing
Beratung
Investition
Asset Allokation
Strukturierte Produkte
Vertriebserfahrung
Kundenbindung
Kundenbeziehung
Kundenservice
Portfoliomanagement
Professionalität
Engagement
Verantwortungsbewusstsein

Werdegang

Berufserfahrung von Frank Petschke

  • Current 1 year and 5 months, since Jan 2025

    Client Portfolio Manager, Unified Global Alternatives Hedge Fund @ UBS

    UBS Asset Management

    UFA Hedge Funds offers multi-manager and single manager hedge fund solutions and advisory services including a wide range of strategies that provide professionally managed exposure to hedge fund investments with tailored risk and return profiles.

  • 9 years and 6 months, Jul 2015 - Dec 2024

    UBS Hedge Fund Solutions - Head Investment Specialists EMEA

    UBS Asset Management

    UBS Hedge Fund Solutions offers multi-manager hedge fund solutions and advisory services including a wide range of strategies that provide professionally managed exposure to hedge fund investments with tailored risk and return profiles. Product Sales Specialist role selling our solutions and capabilities to various external clients (Pension Funds, Family Offices, Private Banks, Consultants etc.) and in-house UBS Wealth Management. Main countries are Switzerland, Germany, Austria and the Nordics.

  • 2 years and 3 months, Apr 2013 - Jun 2015

    IPS Portfolio Advisory - Investment Management Tools and Process Development

    UBS Wealth Management

    Developing a new Investment Advisory process. This process is to enable systematic and scalable proactive as well as reactive wealth management client servicing in a portfolio context by applying investment risk methodology and advisory tool technology. Defining the business logics in close collaboration with the relevant business areas and responsible in driving the implementation of the developed concepts in a client advisor and investor friendly manner.

  • 1 year and 10 months, Jun 2011 - Mar 2013

    IPS Capital Markets - Derivative Sales

    UBS Wealth Management

    Responsible for distributing and advising UBS Wealth Managment about Structured Products.

  • 2 years and 2 months, Apr 2009 - May 2011

    Equity Derivatives - Structured Funds

    UBS Investment Bank

    Structuring and selling Structured Funds, ETFs and Managed Account Platform

  • 8 years and 10 months, Jun 2000 - Mar 2009

    Equity and Fund-Linked Derivative Sales

    UBS Investment Bank

    structuring and selling tailor made derivatives. Client segment: private banks, asset manager, institutional clients

Ausbildung von Frank Petschke

  • 1999 - 2003

    Economics and Business Admin

    FH Zurich

    Finance

Sprachen

  • English

    C1 (Fließend)

  • German

    C2 (Verhandlungssicher / Muttersprachlich)

  • French

    B1-B2 (Gute Kenntnisse)

  • Spanish

    A1-A2 (Grundkenntnisse)

XING – Das Jobs-Netzwerk

  • Über eine Million Jobs

    Entdecke mit XING genau den Job, der wirklich zu Dir passt.

  • Persönliche Job-Angebote

    Lass Dich finden von Arbeitgebern und über 20.000 Recruiter·innen.

  • 21 Mio. Mitglieder

    Knüpf neue Kontakte und erhalte Impulse für ein besseres Job-Leben.

  • Kostenlos profitieren

    Schon als Basis-Mitglied kannst Du Deine Job-Suche deutlich optimieren.

21 Mio. XING Mitglieder, von A bis Z