Patrik Schuler
Fähigkeiten und Kenntnisse
Werdegang
Berufserfahrung von Patrik Schuler
- 6 years and 1 month, Mar 2018 - Mar 2024
Head Client Portfolio Manager Multi Asset Class Solutions & Equities
Credit Suisse
Acting as a client portfolio manager for multi-asset class and equity solutions (mandates and funds) within global multi-asset portfolio management business of Credit Suisse Asset Management division. Being the first entry point and main contact person for external and internal client requests such as Swiss and global institutional (pension funds and consultants), UHNWI (e.g. family offices) and 3rd party clients.
- 10 years and 2 months, Jan 2008 - Feb 2018
Head Client Portfolio Management Equities
Credit Suisse Schweiz AG
Acting as a client portfolio manager for equity and indirect real estate products within in the global equity portfolio management business. Responsible for servicing institutional clients globally, consultants and internal sales channels (e.g. Private Banking division) with individual or pooled investment solutions.
- 1 year and 11 months, Feb 2006 - Dec 2007
Client Relationship Manager
Credit Suisse AG
Acting as a product specialist for equity and indirect real estate products within the institutional sales department at Credit Suisse Asset Management division. Responsible for sales and marketing activities of equity, convertible and indirect real estate funds and segregated mandates to institutional clients such as Swiss pension funds and consultants.
Ausbildung von Patrik Schuler
- 2 years and 3 months, Jan 2010 - Mar 2012
Corporate Finance
Swiss Financial Analysts Association (SFAA)
Portfolio Management, Accounting, Finance, Equity, Fixed Income, Alternative Investments
- 6 years and 1 month, Oct 1998 - Oct 2004
Banking and Finance
University of Zurich
Banking, Corporate Finance, Marketing, Taxes
Sprachen
German
C2 (Verhandlungssicher / Muttersprachlich)
English
C1 (Fließend)
French
A1-A2 (Grundkenntnisse)
XING Mitglieder mit ähnlichen Profilangaben
XING – Das Jobs-Netzwerk
Über eine Million Jobs
Entdecke mit XING genau den Job, der wirklich zu Dir passt.
Persönliche Job-Angebote
Lass Dich finden von Arbeitgebern und über 20.000 Recruiter·innen.
21 Mio. Mitglieder
Knüpf neue Kontakte und erhalte Impulse für ein besseres Job-Leben.
Kostenlos profitieren
Schon als Basis-Mitglied kannst Du Deine Job-Suche deutlich optimieren.