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Work Background
ISZ GroupPrivate Client Advisor
Sep. 2022Switzerland• Simplified Swiss Pension explanations for clients, making investing and retirement planning easy to understand.
• Managed diverse client portfolios, specializing in Real Estate Investing and various Insurances.
• Helped clients navigate Swiss Taxes, ensuring comprehensive financial planning and Life Insurance coverage.
FrontifySales Development Representative
Sep. 2021 - Jul. 2022St Gallen, Switzerland• Identified improved approaches in sales development, utilizing strong prospecting and qualifying leads skills.
• Maintained and updated sales funnels, while acquiring and maintaining new clients for Frontify.
• Utilized communication and digital marketing skills to push towards new sales targets.
Swiss Prime International AGChief Business Development Manager
Nov. 2018 - Aug. 2021SwitzerlandIn my role as Chief Business Development Manager at Swiss Prime International AG, I actively led a team of BDMs, conducted financial research for high-net-worth individuals, and developed and analyzed financial statements to support financial advisors in client meetings. I also troubleshooted problems, maintained client relationships, and oversaw day-to-day operations.
swissglobalBusiness Development Associate
Jan. 2018 - Nov. 2018Zürich Area, SwitzerlandResponsive, respectful, responsible. At Swiss Global, we don't just build wealth, we care about building relationships. Whether you need expert advice in asset management or tax planning, or guidance with your investments, trust, international pension or Swiss security system, we offer a fresh approach to wealth management you'll really appreciate. Send us a message or your email address and let's get to know each other – the coffee is on us.
Jaguar Land RoverSales Executive
Aug. 2017 - Nov. 2017Bedford, Bedfordshire, United Kingdom
Mercedes-Benz in the UKExecutive Sales Representative
Jul. 2015 - Jul. 2017Milton Keynes, United Kingdom
Perrys Motor Sales LtdSales Representative
Jun. 2014 - Jul. 2015Luton, United Kingdom
O2 (Telefónica UK)Senior Sales Representative
Jun. 2013 - Jun. 2014Milton Keynes, United Kingdom
JACK & JONESSenior Sales Representative
Dec. 2012 - Jun. 2014Milton Keynes, United Kingdom
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