Tim Holinger

• 09/2020 – present: Master of Arts in Accounting and Finance • 09/2019 – 09/2020: Master’s preparatory level – passed

Contributing to the integration of a newly acquired business entity (Lombard Odier) with focus on streamlining of systems, agreements and coordination with the headquarters in Switzerland: • First local contact point for technical and operational issues • Checked the setup of onboarded Lombard Odier clients in IT systems and set up fee structures • Educated ex-Lombard Odier CRMs and PMs on the Avaloq banking system • Created investment proposals for advisory clients and PM clients under MIFID law

• Close collaboration with Head Financial Strategies Advisory Europe as deputy in major daily client business • Responsible for a client book including daily client interaction by phone, e-mail and meetings • Cross-asset, tailor-made investment consulting for HNWI and UHNWI and CRMs • Supported and conducted local sales meetings incl. follow-up and after sales • Trading in all main asset classes: Options, FX, equities, fixed income, funds, commodities, structured products, HF, PE

• Partnered with CRMs to manage client relationships on a day-to-day basis • Prepared client meetings (portfolio reviews, documentation, investment proposals, presentations) • Created KYC files and managed account opening and closing • Trading in all main asset classes: Options, FX, equities, fixed income, funds, commodities, structured products, HF, PE

Stages in Accounting & Tax, Payments, Securities Transactions, Custody Services, Forex, Money Market, Trade Support and Settlements, Credits, Asset Management, Private Banking, Wealth Management, Investment Consultanting and Institutional Clients

Final grade 5.1 / 6