Years of experience: 12
ConsultingSales & BizDevAssociateFinancial PlannerSales ManagerBusiness Development Manager
Trust Score
Exceptionally trusted; proven professional excellence.
Edward's Career Path
Sep. 2022 -Present
ISZ GroupPrivate Client Advisor
Switzerland• 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.
Sep. 2021 -Jul. 2022
FrontifySales Development Representative
St 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.
Nov. 2018 -Aug. 2021
Swiss Prime International AGChief Business Development Manager
SwitzerlandIn 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.