Jacqueline Bugnon
Fähigkeiten und Kenntnisse
Werdegang
Berufserfahrung von Jacqueline Bugnon
- Bis heute 4 Jahre und 3 Monate, seit Mai 2021
Key Account Manager | Client Support | Sales
ONE PM AG
- 1 Jahr und 9 Monate, Aug. 2019 - Apr. 2021
Application & Business Support | Reconciliation Specialist
ONE PM AG
FINTECH STARTUP
- 1 Jahr und 10 Monate, Okt. 2017 - Juli 2019
Portfolio Manager
Credit Suisse AG, Zurich Switzerland
Investment Solutions & Products | Investment Management, Portfolio Implementation INTERNATIONAL WEALTH MANAGEMENT
- Sales - Prospect, generate and qualify potential partners, seek referrals and cold call - Identify and connect with potential new partners by calling and interacting with decision makers - Delivering product demonstrations and discovery calls - Driving the sales cycle end-to-end, providing accurate forecasting and build up pipelines through consistent reporting of sales activities in a CRM system. - Keep up-to-date with market developments and product portfolio
- 7 Monate, Juni 2016 - Dez. 2016
Product Control (Business Control), Investment Banking
Credit Suisse Poland Sp. z o.o.
- Vanilla Options & Swaps - Primary Front-To-Back PC relationship managers - Perform analytical review of the Trading P&L and Balance Sheets - The independent validation of the value of trading portfolios - Executing controls to detect unauthorized trading or unusual activity - Provide advisement on valuation and accounting matters
- 10 Monate, Sep. 2015 - Juni 2016
Custody Settlement Specialist
Credit Suisse Poland Sp. z o.o. Wroclaw
Chief Financial Officer OPET Global Operations - instructing manual trades according to the dispositions from the clients - handling exceptions in the instructions generated by the system - solving issues direct with the clients or contacting the Account Managers and the custodians - processing the instructions before the market deadlines - investigating discrepancies in the instructions with the custodians all over the world
- 3 Jahre, Aug. 2012 - Juli 2015
Bankkauffrau EFZ mit Matur
Credit Suisse Switzerland, Bern Bundesplatz
- 6 months, PWMC HNWI & Affluent, Bern City - 6 months, PWMC Customer Service Center & Retail Banking, Gümligen - 6 months, PWMC Affluent, Bern City - 6 months, Corporate & Institutional Clients, Business Center Line, Gümligen - 6 months, PWMC, Cash Service, Köniz - 6 months, PWMC Cash Service, Bümpliz
Ausbildung von Jacqueline Bugnon
- 3 Jahre und 10 Monate, Sep. 2019 - Juni 2023
Bachelor of Science in Business Psychology
Hochschule Luzern - Wirtschaft
- 3 Jahre, Aug. 2012 - Juli 2015
Wirtschafts- und Kaderschule Bern
Sprachen
Deutsch
Muttersprache
Französisch
Muttersprache
Englisch
Muttersprache
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