Stefan Zumtaugwald
Fähigkeiten und Kenntnisse
Werdegang
Berufserfahrung von Stefan Zumtaugwald
- Current 8 years and 1 month, since May 2018
General Manager
Niluzu AG
- 1 year and 6 months, Nov 2016 - Apr 2018
EAM Strategic Partners Program, EFB, Offering & Sales Management
Credit Suisse AG
- 4 months, Jun 2016 - Sep 2016
Strategic Planning
Quantus AG
- 3 years and 9 months, Jan 2013 - Sep 2016
Chairman of the Board
More Value AG
Chairman of the Board and co-owner
- 1 year and 10 months, Aug 2014 - May 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 years and 2 months, Oct 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 years and 6 months, Jan 2001 - Jun 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 years, Aug 1993 - Jul 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 year and 3 months, Mar 2006 - May 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 months, Oct 2001 - Jun 2002
Financial analysis
The European Federation of Financial Analysts Societies (EFFAS)
- 1 year and 1 month, May 2001 - May 2002
Financial analysis and wealth management
Swiss Society of Financial Analysts and Portfolio Managers (SSFP)
- 1 month, Jul 1997 - Jul 1997
Derivatives
University of St. Gallen, Switzerland
Calculation and use of derivatives
- 4 years and 1 month, Oct 1988 - Oct 1992
Economics
University of Berne, Switzerland
Macro economics, statistics,
Sprachen
German
C2 (Verhandlungssicher / Muttersprachlich)
English
C1 (Fließend)
French
C1 (Fließend)
Italian
A1-A2 (Grundkenntnisse)
Spanish
A1-A2 (Grundkenntnisse)
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