Joël Jakob

Advice, transmission of SMEs through new mandates. Provider of business for banks insurance companies

Participation in the commercial development of the company Deutsche Vermögensberatung AG for French-speaking Switzerland, a financial brokerage, insurance and real estate company.

Participation in the creation and development of a lucrative Startup with a social vocation, in a commercial environment

Business development: acquisition and relationship management for multinational corporate clients, expediting their local and international business expansion. Managing and development of an international client portfolio in accordance with international banking standards applied by a multinational financial institution (present in over 50 countries).

Managing the private and corporate finance team (8 collaborators). Credit officer within the bank, notably participating in credit controlling and restructuring measures necessary in the course of a merger with another Raiffeisen entity.

Client portfolio development and management within the large SME sector, later in the commercial real-estate, public bodies sector. Acquisition of new clients, banking product advisory and sales as well as credit analysis and establishment of contracts. Participation in project development and implementation in the fields of: • Succession – with the title of senior successor, • Acquisition –sector launch in the region of Western Switzerland Development Lean Sigma project

Mandate: Financial restructuring of the group (reason for my activity in the two companies mentioned above) and participation in the implementation of a product sales system adapted to a concentration of production and decentralization of finishes.

Manage and develop a portfolio of SME business clients and entrepreneurs. Coaching and training of trainees and apprentices.

Support the Head of Department. Respondent to the internal audit concerning the payroll taxes of employees of the State of Vaud. Preparation of the budgets of the service and the social charges of the State of Vaud. Participation in the Tripartite Commission on Insurance, the Commission of the Fund of Medical Assistants and the Board of Directors of the Pension Fund of the State of Vaud. Participation in various project groups related to the reorganization of the State of Vaud (economies and status).

Auditing and consulting with local, national and international companies as well as pension funds.

Gestion d'entreprise