Stefan Zumtaugwald
Fähigkeiten und Kenntnisse
Werdegang
Berufserfahrung von Stefan Zumtaugwald
- Bis heute 7 Jahre und 4 Monate, seit Mai 2018
General Manager
Niluzu AG
- 1 Jahr und 6 Monate, Nov. 2016 - Apr. 2018
EAM Strategic Partners Program, EFB, Offering & Sales Management
Credit Suisse AG
- 4 Monate, Juni 2016 - Sep. 2016
Strategic Planning
Quantus AG
- 3 Jahre und 9 Monate, Jan. 2013 - Sep. 2016
Chairman of the Board
More Value AG
Chairman of the Board and co-owner
- 1 Jahr und 10 Monate, Aug. 2014 - Mai 2016
Head Institutional Business
Bank Reichmuth & Co
Definition and implementation of business strategy in the field of Institutional clients. Esablishing first quality products and services to RCo Private Banking.
- 2 Jahre und 2 Monate, Okt. 2010 - Nov. 2012
Global and European Head Private Banking and Wholesale Distribution
Credit Suisse AG
Responsible for selling Credit Suisse Asset Management mutual fund products to CS PB and to external Wholesale partner globally. Management of sales force (approx. 100 people). Analysing current status, development and implementation of business plans for the different regions (CH, Asia, Americas, EMEA) & businesses (Long only, AI). Budget responsibility. Global coordination function and business representation. Expand/streamline sales teams in Europe. Heading strategic global asset management projects
- 9 Jahre und 6 Monate, Jan. 2001 - Juni 2010
Head of Sales
Lombard Odier
Definition of sales and marketing strategy for asset management products targeting private banking, external B2B customers (wholesale) and Institutional clients. Implementation of structured selling in all relevant client segments. Responsible for NNA, GNA and earnings figures Management of wholesale and institutional sales team (inkl. marketing) of 16 people. Management of custody services sales team in Zurich. Owner and manager of strategically important international sales-related projects.
- 5 Jahre, Aug. 1993 - Juli 1998
Head Client Services and other positions
UBS AG
Responsible for client services team Investment Banking including event management Europeanwide, client data management, New Media marketing, strategic client related projects Management of 9 people. Before that position 1 year in UBS Private Banking (Junior Private Banker) and 1 year assistant to Head Investment Banking Switzerland (1500 people)
Ausbildung von Stefan Zumtaugwald
- 1 Jahr und 3 Monate, März 2006 - Mai 2007
International Wealth Management
Carnegie Mellon University, Pittsburgh (USA) & University of Geneva, CH
Focus on relevant aspects of international wealth management that ensure and strengthen a holistic UHNWI/FO type client servicing relationship (aspects, srtategy, asset allocation, taxes, etc.)
- 9 Monate, Okt. 2001 - Juni 2002
Financial analysis
The European Federation of Financial Analysts Societies (EFFAS)
- 1 Jahr und 1 Monat, Mai 2001 - Mai 2002
Financial analysis and wealth management
Swiss Society of Financial Analysts and Portfolio Managers (SSFP)
- 1 Monat, Juli 1997 - Juli 1997
Derivatives
University of St. Gallen, Switzerland
Calculation and use of derivatives
- 4 Jahre und 1 Monat, Okt. 1988 - Okt. 1992
Economics
University of Berne, Switzerland
Macro economics, statistics,
Sprachen
Deutsch
Muttersprache
Englisch
Fließend
Französisch
Fließend
Italienisch
Grundlagen
Spanisch
Grundlagen
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.
22 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.