Michael Haitz

• Developing and executing a new sales and acquisition concept • Redefining the product shelf • Defining the sales story and creating the pitchbooks for a variety of multi asset investment solutions • Introducing video-based product education and sales support • Organizing and conducting product-specific workshops / roadshows • Supporting HNWI relationship managers, including presenting investment solutions to key clients • Setting up an investment platform for external asset managers (EAM)

• Portfolio manager for ETF / index fund-based discretionary mandates “MyChoice” and “Preserve”, deputy for “Index” • Organized and conducted product-specific workshops / roadshows • Coordination of ETF bulk trades • Selection of instruments in order to maintain the “ETF / index fund Recommendation List”, also for other portfolio managers within CS • Co-developed the investment algorithm for the rules-based “Preserve” mandate • Collaborated with ETF providers to launch ETFs to complement own strategy

• Introduced and managed the “Global Value Mandate” targeting HWNIs • Supported senior relationship managers by presenting investment results to existing clients and introducing prospects to the investment strategy • Advised the mandate’s Investment Committee on investment strategy decisions; voting member

• Study-accompanying traineeship with focus on Private Wealth Management (UHNWI) • Provided wealth management services to German SME entrepreneurs • Structured tailored investment solutions for key clients • Prepared credit requests from large companies for the bank’s diverse credit committees • Structured “Euler-Hermes” export-finance projects

• Supported the Corporate Banking sales team in acquiring new and managing existing clients • Supported the Local Credit Officer in the acquisition of a loan portfolio of a competitor

• Supported different departments of the bank • Scholarship for the bank’s exchange program with banks in France and Switzerland

• Developed and executed marketing plans for Ganter Brewery’s brand “Freiburger Pilsner” and their franchise for Pepsi • Established and positioned the brand Freiburger Pilsner • Drove strong sales growth

Finance and Banking

Sydney, Australia

Finance and Banking