Personal Information
Organization / Workplace
Zürich Area, Switzerland Switzerland
Occupation
Reationship manager at Finaport
Industry
Finance / Banking / Insurance
Website
http://www.ddm-group.ch/About
8+ years experience in Relationship manager roles in multinational banks and financial companies.
In my current role as Head of Origination I'm responsible for acquisition and all aspects of relations with clients, including tax, legal, compliance and KYC procedures.
Specialties:
- Client acquisition and Account management
- Due diligence, KYC and compliance procedures
- Transaction closing
- Evaluation and risk assessment
- CRM tailoring and implementation
Contact Details
