Marc Nanny
Inhaber, Independent Financial Advisor, Nanny Consulting
Monaco, Monaco
Werdegang
Berufserfahrung von Marc Nanny
Bis heute 10 Jahre und 11 Monate, seit Nov. 2013
Independent Financial Advisor
Nanny Consulting
1 Jahr und 6 Monate, Mai 2012 - Okt. 2013
Senior Private Banker
CMB Compagnie Monégasque de Banque, Monaco
3 Jahre und 8 Monate, 2010 - Aug. 2013
EPOA Representative Office Manager Switzerland
EPOA Kontaktbüro Switzerland
Accountable for the realisation for all kinds of EPOA-projects in Switzerland. Exclusive appropriate contact person for all requests, tenders and projects in this economic area. EPOA - European Public Organisations Association EWIV * EEIG *GEIE,
1 Jahr und 6 Monate, Nov. 2010 - Apr. 2012
Senior Private Banker
Union Bancaire Privée (UBP SA) (ex ABN AMRO NV Switzerland)
Private Banking / Wealth Management for Jewish Community
7 Monate, Juli 2009 - 2010
Managing Partner / Freelancer
Optimex Financial Services Ltd
Optimex Financial Services Ltd. a Swiss based provider of strategic advices and personal services, gives you access to all the essential coordination benefits of an independent and dedicated Multi Client Family Office • Personal service will define all aspects of your relationship with us. Whatever your needs, Optimex Financial Services will support your unique objectives.
4 Jahre und 6 Monate, Nov. 2004 - Apr. 2009
Director / Representative
UBS AG
- ability to identify and develop new biz opportunities for HNW/KC -integration into local biz network and the ability to function internationally - being able to work in a culturally diverse environment
2 Jahre, Nov. 2002 - Okt. 2004
Director / Senior Client Advisor HNWI Israel Desk
UBS AG
-advising, retaining and acquiring current Israeli private clients - create new and strengthen existing private banking relationships - serve private clients competently and market value added products - ongoing visiting clients in Israel to examine and verify their needs and possibly adjust investment strategy
- developing my own book - advising, retaining and acquiring current Israeli private clients - biz trip to Israel
- payment department in Zurich - securities department in Zurich - trainee Private Banking in Gibraltar - securities department in Zurich - securities department in Geneva - securities counter in Zurich - assistant to a finanical advisor at the Israel HNWI desk
Sprachen
Deutsch
Muttersprache
Englisch
Fließend
Französisch
Fließend
Hebräisch
Grundlagen