Summary
Overview
Work History
Education
Skills
Languages
Additional Information
Timeline
Generic
Alexander Everhag

Alexander Everhag

Herrliberg

Summary

Hardworking Relationship Manager / Investor Relations Manager proficient at devising personalized solutions to meet all types of customer demands. Positive and upbeat team player and clear communicator with demonstrated success over 15 years of fiance experience.

Overview

14
14
years of professional experience

Work History

Business Development Manager

FE Swiss Financial AG / XEROF
Zurich
03.2024 - 06.2024
  • XEROF is a leading Swiss financial services provider specialising in cryptoassets.
  • Focus was also to develop and maintain strong relationships with clients to ensuresatisfaction and loyalty.

HEAD OF INSTITUTIONAL CLIENTS

FE Swiss Financial AG / XEROF
Zurich
03.2023 - 04.2024
  • XEROF is a leading Swiss financial services provider specialising in cryptoassets.
  • My roll as head of institutional solutions was mainly to built up the department fromscratch.
  • Focus was also to develop and maintain strong relationships with clients to ensuresatisfaction and loyalty.
  • Also to advise and counsel customers on financing and related matters, courteouslyeducating clients and responding to inquires.
  • Built long-term relationships with lucrative clients by utilizing active listening, effectivecommunication and dynamic interpersonal skills.

Partner Equity Sales & Project Finance Sales

Pareto Securities
Zurich
03.2017 - 03.2023

As a EQ/PP Sales at Pareto i work close with my clients to understand what can of investment they are looking for both listed and unlisted opportunities. My daily work including clients meetings, equity trades and prospecting new clients.

My Focus is tech and Direct Real Estate Investments.

Project sales - I work with direct investment in the Nordic real estate market. Pareto is one of the biggest buyers of Nordic real estate.

Pareto is one of the biggest investment bank in the Nordic.

Organize roadshows and clients event.

Hiring juniors for my desk her in Zurich.

Senior Client Relationship Manager

Fair Investments
Stockholm
08.2016 - 03.2017
  • Established new and maintained existing client relationships by cultivating open and positive dialogue, delivering high-quality service and following up after sales close.
  • My main focus was to bring in new client to the funds from the company

Instituional Sales

Mangold Fondkomission
Stockholm
01.2015 - 08.2016
  • Selling structural products to Swedish institutional clients as of hospitals, foundations, asset mangers and Swedish municipalities.

Pension & Wealth Advisory

Intacta Kapital
Stockholm
08.2012 - 01.2015
  • Helping small and mid size companies with their pensions and wealth

Sales Agent

Nordea Bank
Uppsala
09.2010 - 06.2012
  • Selling Nordea Banks´s products to private clients. Loans, Credit Cards and Funds.

Education

Thoren Bussines School
Uppsala
06.2009

Skills

  • Excellent Communication - Hosting seminar for 50 people plus
  • Client Acquisition - Have built up my client base from 0 to have direct contact with HNWI and inst clients
  • Relationship Building - Getting to know my clients on a personal level
  • Customer Service - Always be there for the clients and understand what they need
  • Team Player - I have always been an appreciated colleague
  • Highly driven with sales goals - Have always hit my targets and more
  • New Business Development - Been in the management group or two companies

Languages

Swedish, English
First Language
English
Proficient
C2
Swedish
Proficient
C2

Additional Information

  • 13.10.1990 Sweden

Timeline

Business Development Manager

FE Swiss Financial AG / XEROF
03.2024 - 06.2024

HEAD OF INSTITUTIONAL CLIENTS

FE Swiss Financial AG / XEROF
03.2023 - 04.2024

Partner Equity Sales & Project Finance Sales

Pareto Securities
03.2017 - 03.2023

Senior Client Relationship Manager

Fair Investments
08.2016 - 03.2017

Instituional Sales

Mangold Fondkomission
01.2015 - 08.2016

Pension & Wealth Advisory

Intacta Kapital
08.2012 - 01.2015

Sales Agent

Nordea Bank
09.2010 - 06.2012

Thoren Bussines School
Alexander Everhag