
Marc Nanny
Fähigkeiten und Kenntnisse
Werdegang
Berufserfahrung von Marc Nanny
- Current 12 years and 7 months, since Nov 2013
Independent Financial Advisor
Nanny Consulting
- 1 year and 6 months, May 2012 - Oct 2013
Senior Private Banker
CMB Compagnie Monégasque de Banque, Monaco
- 3 years and 8 months, 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 year and 6 months, 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 months, Jul 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 years and 6 months, 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 years, Nov 2002 - Oct 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
- 4 years and 8 months, Mar 1998 - Oct 2002
Financial Advisor
Credit Suisse
- developing my own book - advising, retaining and acquiring current Israeli private clients - biz trip to Israel
- 12 years and 2 months, Jan 1986 - Feb 1998
various
Credit Suisse
- 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
German
C2 (Verhandlungssicher / Muttersprachlich)
English
C1 (Fließend)
French
C1 (Fließend)
Hebrew
A1-A2 (Grundkenntnisse)
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