Roberto Soglia
Fähigkeiten und Kenntnisse
Werdegang
Berufserfahrung von Roberto Soglia
- Current 9 years and 2 months, since Apr 2017
Leiter Marketing und Verkauf
SOBACO Solutions AG
- Current 20 years and 10 months, since Aug 2005
Gründer und ext. Consultant
Nobel Lifestyle AG
Gründer -- Berater für Geschäftsstrategie, Organisation und Personal
- 1 year and 4 months, Nov 2014 - Feb 2016
Head: Portfolio Management and RM Institutionals
Novium AG (Investment Solutions)
Fund-Management - Risk-Management - GwG(Compliance) - RM for institutional clients
- 1 year and 5 months, Mar 2013 - Jul 2014
COO (Head of Operations)
Elpis E. AG
Head of operations (COO) with 13 employees and responsible for: Risk Management, Portfolio Management, Sales Department, Dealing Room, Money Management, Human Resources, Administration, GwG (Money Laundering Law), Advise for Russian, German and Greek clients. Gesellschaft aufgelöst
- 4 years and 10 months, May 2008 - Feb 2013
CEO
Makai AG
Fund Manager - investment consultant for classic Asset Management - discretionary- and algorithmic trading - business consulting (Risk and Compliance) - advise for Swiss, German and Italian clients.
- 3 years and 10 months, Jul 2004 - Apr 2008
Niederlassungsleiter
Banca Popolare di Sondrio (Suisse AG), Zürich
Branch Manager Focus on Private Banking - organisation and development of Zürich branch - responsible for operative leadership(universal bank) - realisation of strategy and set goals - monitor and maintain control of law and intern rules - responsible for GwG Money Laundering Law and internal training for staff - client retention at private banking - financial planning – trusts and off shore companies - HNWI – private banking, commerce and real estate
- 8 months, Nov 2003 - Jun 2004
Head of Sales Interbanks
Swiss Group of Raiffeisenbanken, St.Gallen
Vice President, Head of Sales Interbanks, department Zentralbank in Zürich Organisation and development of the sales interbanks department – internal GwG training – promote personal, skill and organisation – leadership of department – promote further career for sales volume and profit – serve bank with focus on Europe market – sales on products – pricing and risk management – realisation of Zurich strategies – project management
- 11 years and 4 months, Jul 1992 - Oct 2003
stv.Leiter Handel/Sales und aktive Kundschaft
DZ Privatbank (Schweiz AG)
Vice President, senior-asset manager (deputy / Leader of resort private banking international “swiss pro with following duties: Serve institutional and private clients (HNWI) – prepare relevant market information and realization in advise service – develop asset strategy – leadership of Swiss Pro clients service and execution desk – member of committee for strategic investments ( and much more)
- 9 years and 3 months, Apr 1983 - Jun 1992
Equity Trader
Schweizerische Volksbank AG
December 1989 to June 1992 • Proprietary trader of bank at “Swiss Stock Exchange” Warrants and Equity April 1986 to November 1989 • Junior Asset-Advisor – serve clients up to chf 250’000.— April 1983 to April 1986 • Apprentice
Ausbildung von Roberto Soglia
- 4 years and 1 month, Jan 1990 - Jan 1994
Betriebswirtschaftslehre
Kaufmännisches Lehrinstitut Zürich
Betriebswirt
Sprachen
German
C2 (Verhandlungssicher / Muttersprachlich)
Italian
C2 (Verhandlungssicher / Muttersprachlich)
English
B1-B2 (Gute Kenntnisse)
French
B1-B2 (Gute Kenntnisse)
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