Alexandra Schönfeld
Küsnacht
Summary
Dynamic and results-oriented professional with a strong background in law and finance, complemented by several years of experience in banking. Proven ability to advise clients and foster long-term collaborative relationships with key stakeholders. Skilled in identifying business opportunities, developing creative solutions, and solving complex problems to meet client and business needs. Demonstrates exemplary organizational and time-management skills, capable of completing multiple tasks within tight deadlines, and performing well under pressure while consistently providing excellent service to drive business success.
Overview
19
19
years of professional experience
1
1
Language
Work History
Business Risk Specialist
Credit Suisse AG / UBS AG
Zurich
10.2023 - Current
- Conduct thorough data analysis and safeguarded sensitive data information in strict compliance with law and regulations
- Investigate and respond to data security incidents, including data breaches
- Generated monthly reports detailing findings and recommendations
- Achieved departmental goals by developing and executing strategic plans and performance metrics, detection rate increased approx
- 65%
- Maintained and developed database systems for user and entity behavior analytics (UEBA)
COO
Investment, Credit Suisse AG
Zurich
07.2023 - 10.2023
- Delivered inclusive financial reports to Finance Department stakeholders and the Investment Banking, , facilitating informed decision-making
- Analyzing changes of KPIs and trends in financial statements and forecasts
- Prepared presentation materials for internal stakeholders to improve strategic planning
- Evaluated performance metrics for investment products to uncover key trends and actionable insights
- Developed an in-depth understanding of the regulatory environment surrounding investment banking to ensure full compliance with relevant laws and regulations
- Worked effectively in fast-paced environments
Relationship Manager
Credit Suisse AG
Zurich
04.2022 - 07.2023
- Provided wealth management advisory services to high-net-worth private clients, specializing in funds, structured products, and discretionary mandates
- Built and maintained relationships with new and existing clients while providing high level of expertise
- Carried out in-depth strategic and tactical portfolio analysis to align with clients' risk profiles, investment strategies, and asset allocation
- Evaluated property financing options, while offering tailored assessments to meet clients' financial goals
- Developed targeted presentations for prospective clients, effectively showcasing the value of services and products
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products
- Coordinated efforts between various departments such as sales, credit assessment, operations teams for smooth delivery of services to clients
- Formulated costumer compliance documents (KYC, FATCA, AIA, inheritances)
- Managed client accounts to deliver exceptional service and sustained relationship satisfaction
Intern
Döhler Group Se
Darmstadt
08.2018 - 12.2018
- Compiled detailed financial statements, while focusing on ensuring precision and compliance with accounting standards
- Led cost accounting analysis to support strategic financial planning and budgeting
- Executed consolidation measures and evaluations in accordance with IFRS to enhance financial reporting integrity
- Handled day-to-day accounting processes to drive financial accuracy
- Prepared working papers, reports and supporting documentation for audit findings
Student Worker
Shareholder Meetings, Aareal Bank AG, SGL Carbon SE
Frankfurt
05.2015 - 08.2018
- Facilitated the legal back office by efficiently addressing and resolving shareholder inquiries
- Oversaw and mentored temporary staff to ensure adherence to company standards and achieving high performance levels
Commercial
Apprenticeship, Landesbank Hessen, Thüringen, HeLaBa
Frankfurt
08.2008 - 06.2011
- Gained valuable hands-on experience working within an international commercial bank, focusing on large corporate clients
- Main working areas: accounting, controlling, credit management & recovery, internal audit, infrastructure, economics, bank organization
Costumer Sales Representative, Intern
Peek & Cloppenburg KG
Wiesbaden
03.2007 - 04.2007
Intern
Nassauer Hof 5 Star Superior, Allies UBS Network
Wiesbaden
01.2006 - 06.2006
- Organizational member, organizing cross-network events for employees, including partnerships with other companies
- Rotaract Wiesbaden (Rotary)
Education
Master of Laws - European Economic Law
European University Viadrina – Frankfurt
2021
Bachelor of Laws - Accounting and Taxation
Wiesbaden Business School
2020
Diploma - Business and Administration
2012
HeLaBa, Landesbank Hessen - Thüringen - Frankfurt Am Main -
Schultze-Delitzsch-Schule
2011
Certified Wealth Management Advisor (CWMA) -
2023
Swiss Association for Quality - Zurich - Financial Markets
Yale University
2020
Skills
- Quick Learner
- Teamwork and Collaboration
- Organizational and Deadline oriented
- IT Skills:
- Microsoft Office Suite
- Power BI
- SAP
Interests
HOBBIES AND INTERESTS
, Tennis
Hiking
Politics and Economics
Painting and Interior Design
Travelling
Timeline
Business Risk Specialist
Credit Suisse AG / UBS AG
10.2023 - Current
COO
Investment, Credit Suisse AG
07.2023 - 10.2023
Relationship Manager
Credit Suisse AG
04.2022 - 07.2023
Intern
Döhler Group Se
08.2018 - 12.2018
Student Worker
Shareholder Meetings, Aareal Bank AG, SGL Carbon SE
05.2015 - 08.2018
Commercial
Apprenticeship, Landesbank Hessen, Thüringen, HeLaBa
08.2008 - 06.2011
Costumer Sales Representative, Intern
Peek & Cloppenburg KG
03.2007 - 04.2007
Intern
Nassauer Hof 5 Star Superior, Allies UBS Network
01.2006 - 06.2006
Master of Laws - European Economic Law
European University Viadrina – Frankfurt
Bachelor of Laws - Accounting and Taxation
Wiesbaden Business School
Diploma - Business and Administration
HeLaBa, Landesbank Hessen - Thüringen - Frankfurt Am Main -
Schultze-Delitzsch-Schule
Certified Wealth Management Advisor (CWMA) -
Swiss Association for Quality - Zurich - Financial Markets
Yale University
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