Julian Schneider

- coverage for Bloomberg Professional and Enterprise solutions for the southern German / Austrian market - showing my prospects / clients the value of the Bloomberg Professional solution it can add to their business, raniging from Asset Management over Investor Relations to Treasury

• Prospecting clients for all Oracle applications (ERP, EPM & CRM) • Demand generation, generating and nurturing leads (~ 3.0 million pipeline / 30 Opportunities per quarter) • First point of contact for sales enquiries • Qualifying highly complex IT projects in detail to support the inside sales and field sales department and guarantee an efficient follow up and quicker sales cycle • Involved in various internal projects • Mentoring new starters • Sandler Sales Training certified

• Assisting the Client Advisors in their daily business with Ultra High Net Worth (UHNWI) clients • Closely watching the clients’ portfolios in accordance to the ever-changing situation on the capital markets • Research of new investment opportunities for clients over all asset classes • Establishing presentations & reports for clients, e.g. portfolio performance, new investment opportunities, market outlook, etc • Assisting the Client Advisors for important pitches

long-term involvement in the family business of my parents • Active role in marketing and promoting the business • Organising and coordinating large functions (especially weddings, seminars) • Responsible for staff training of new employees • Receptional duties, e.g. bookings, arrivals, cash handling

Strategic Management / Finance

Finance and Global Markets, International Business Strategies, Marketing