Joël Fischer
Suchst Du einen anderen Joël Fischer?
Werdegang
Berufserfahrung von Joël Fischer
- Bis heute
Client Advisor
UBS AG
- 4 Jahre und 7 Monate, Feb. 2010 - Aug. 2014
Client Advisor WM
UBS AG
- Overseeing own client portfolio while taking into account the applicable cross-border compliance regulations - Acquiring new clients and exploiting the potential of existing client base - Analyzing client needs and developing solutions - Analyzing market trends and compiling high-quality investment proposals based on client's needs - Visiting clients in Germany, including all preparatory and follow-up work - Ensuring adherence to compliance and due diligence standards
- 3 Jahre und 3 Monate, Dez. 2007 - Feb. 2011
Client Advisor Assistant
UBS AG
- Prearrangement and post processing of client meetings, as well as active attendance in and independent handling of client meetings - Responsible for handling with clients in absence of the client advisors - Daily client contact by phone and in writing - Proactive elaboration of investment suggestions. E.g. analysis of portfolio structure, maturity handling, preparation of investment proposals - Supporting the client advisors in developing their client portfolios
- 1 Jahr und 8 Monate, Mai 2006 - Dez. 2007
Client Advisor Assistant
Credit Suisse
- Executed operational business - Assisted in preparation of credit applications - Daily client contact by phone and in writing
- 2 Jahre und 3 Monate, März 2004 - Mai 2006
Legacy Specialist
Credit Suisse
- Executed operational and administrative business for deceased clients - Daily contact by phone and in writing with bereaved family members - Independent settlement of estates
- 2 Jahre und 8 Monate, Aug. 2001 - März 2004
Apprenticeship in banking with a major in IT
Credit Suisse
- Developed new software instruments for Credit Suisse Private Banking - Interacted between IT- and Private Banking Departments
Ausbildung von Joël Fischer
- 2010 - 2013
Finance
CFA Institute
www.cfainstitute.org
- 4 Jahre und 1 Monat, Okt. 2005 - Okt. 2009
Banking and Finance
Zurich University of Applied Sciences (ZHAW)
- 3 Jahre, Aug. 2001 - Juli 2004
IT and Banking
KV Zurich Business School
Sprachen
Deutsch
Muttersprache
Englisch
Fließend
Französisch
Grundlagen
Spanisch
Grundlagen
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