Batchimeg Gadola
Uster
Summary
+15 years of experience helping clients reach financial stability and business prosperity. Goal-oriented, highly skilled expert with forward-thinking and resilient mindset. Accurate, honest and detail-oriented in handling international transactions.
Overview
18
18
years of professional experience
1
1
Certification
Work History
CREDIT ADVISOR
LGT Bank AG
04.2022 - 04.2023
- Advised UHNW/HNW relationship managers, clients and local (HK & SG) credit advisors on all credit related topics regarding structured Lombard and special credit limits
- Supported relationship managers in all market and related products risk and limit topics to mitigate margin call risks by continuously monitoring portfolio's performances and closely consulting with RMs and clients to reduce risks and optimize profitability
- Actively collaborated with internal and external stakeholders in improving clients' portfolio performance through periodic portfolio reviews
- Negotiated credit terms and conditions, actively communicated with RMs regarding limit changes and its implementation in the system
- Supported colleagues with strong numerical, logical and analytical skills, showed proficiency in decision making in challenging situations
- Meeting challenging deadlines of credit requests, approvals and reviews
- Initiated adhoc courtesy reception and meeting in Zurich office as per Asian Relationship Managers requests of visiting Switzerland
TRANSACTION MANAGER
UBS Switzerland AG
12.2012 - 03.2022
- Acquisition of new corporate clients, carrying out due diligence and onboarding
- Active contact with C-level managers of clients, advising on and structuring the financing solutions (sales) suitable to the needs of client
- Negotiating financing terms and conditions
- Detailed financial analysis, deputy to credit approval competence for Swiss ECA covered credits
- Initiate, create and collect all legally certified credit documents including loan agreement, security documents, original credit insurance documents, on-boarding legalized documents, local legal opinion to the country of client and more
- Product specialist responsible for Aargau / Solothurn region
- Business development and identifying potential investment opportunities with international bank and UBS wealth management desks (product presentation, participation in RM meetings).
STAGE AT UBS GLOBAL WEALTH MANAGEMENT, DUE DILIGENCE OFFICE
UBS Switzerland AG
07.2021 - 10.2021
CREDIT ANALYST
HSBC Bank pls
12.2010 - 03.2012
- Credit and financial analyses and risk assessment, assigning credit ratings and attending analysts conference of international clients/prospects
- Preparation of credit proposals, contact clients including domicile visits - with an objective to obtain full knowledge of the clients and prospects' financial and business activities - origination including due diligence
- Support operational risk and cash management unit in KYC for client on-boarding, contacting clients directly or by domicile visits for collection of on-boarding documents
- Active support for UHNW/HNW client advisors in client / prospects meetings.
TRANSACTOR (DEBT ORIGINATION / PORTFOLIO MANAGEMENT TEAM)
Nordkap Bank AG
08.2005 - 06.2010
- Periodic visit to agent banks and sourcing of potential syndicated deals for participation opportunities (among others HSBC, Barclays, BNP Paribas, Standard Chartered, ING, and Standard Bank) in LMA market
- Corporate financial and credit analyses including financial modelling and preparation of credit requests for credit committee presentation and approval
- Participation in bankers' meetings and site visits for portfolio monitoring and reporting and reviews.
DEPUTY CEO
Gadola Information Systems GmbH
11.2004 - 07.2005
Education
Ph.D. - Ph.D. Candidate in International Economics
The Graduate Institute of International Studies, University of Geneva, Switzerland
Geneva, Switzerland10.2004
D.E.A. (diplôme d'études approfondies) - international relations, international macroeconomics
The Graduate Institute of International Studies, University of Geneva, Switzerland
Geneva, Switzerland10.2002
Master of Arts - Economics
Hitotsubashi University
Tokyo, Japan03.2000
Bachelor of Arts - Economics
Hitotsubashi University
Tokyo, Japan03.1998
Skills
- Credit Approval Competence
- Credit Policy Development
- Organizational Skills
- Client Relationship Management
- Credit Scoring
- Risk Evaluation
- Financial Analysis
- Financial Statement Analysis
- Teamwork and Collaboration
- Effective Communication
- Analytical Thinking
- Debt Restructuring
- Adaptability and Flexibility
- Interpersonal Skills
- Industry Knowledge
- Regulatory Compliance
- Attention to Detail
- Market Research
- Collateral Valuation
- Problem Solving
- Financial Modeling
- Loan Origination
- Time Management
- Cash Flow Forecasting
- Banking Operations
- Credit Assessment
- Continuous Learning
- Service Promotion
- Client Counseling
- Budget Preparation
- Client Education - Step by Step explanation of structured credits from credit request, approval process till credit document preparation, client on-boarding and closing, disbursement of credit
- Report Monitoring
- Third-Party Collaboration
- Decision Making
- Product Sales
- Contract Preparation
- Credit Report Pulling
- Microsoft Office Proficiency
- Bloomberg, E-views
- Avaloq
- Abacus
Accomplishments
- Achieved CHF 500 million in volume of closed transactions, both within team and alone
- Successfully acquired new corporate clients through offering commercial banking products
- Successfully closed international mortgages in prime London locations by efficiently liaising with RM in HK
Languages
English
German
French
Japanese
Mongolian
Awards
- Japanese Government Scholarship
- Scholarship from Soros Foundation
- Scholarship from Tokyo Foundation
Training
- Stage at UBS GWM DDO, 2021, 3 months, Global Wealth Management supporting the annual client book review
- Internship at UNCTAD, 2004, 2 months, Program on Dispute Settlement of International Trade Disputes
Volunteer Experience
- Acted as Grader at the local CFA Research Challenge in Mongolia, 2017
- Acted as Distinguished Jury at the local CFA Research Challenge in Mongolia, 2018
- Actively participated in COVID-19 taskforce, processing credit requests for federal bridging loans for Swiss SMEs, 2019
Certification
- Chartered Financial Analyst, CFA Institute, 2014
- Certified Corporate Banker, UBS AG, 2016 to 2022
- Certificate "Leadership as challenge", ZHAW, 2022
- Certificate Project Modelling in Excel, Amsterdam Institute of Finance, 2007
- Certificate Fundamentals of Credit Analysis, Euromoney Trainings, 2005
- Attestation Comptabilité, école-club migros, 2003
Additional Information
Testimonial: Ms Gadola is the only banker that I've ever encountered in my business who was reachable at 6 am in the morning.
Timeline
CREDIT ADVISOR
LGT Bank AG
04.2022 - 04.2023
STAGE AT UBS GLOBAL WEALTH MANAGEMENT, DUE DILIGENCE OFFICE
UBS Switzerland AG
07.2021 - 10.2021
TRANSACTION MANAGER
UBS Switzerland AG
12.2012 - 03.2022
CREDIT ANALYST
HSBC Bank pls
12.2010 - 03.2012
TRANSACTOR (DEBT ORIGINATION / PORTFOLIO MANAGEMENT TEAM)
Nordkap Bank AG
08.2005 - 06.2010
DEPUTY CEO
Gadola Information Systems GmbH
11.2004 - 07.2005
Ph.D. - Ph.D. Candidate in International Economics
The Graduate Institute of International Studies, University of Geneva, Switzerland
D.E.A. (diplôme d'études approfondies) - international relations, international macroeconomics
The Graduate Institute of International Studies, University of Geneva, Switzerland
Master of Arts - Economics
Hitotsubashi University
Bachelor of Arts - Economics
Hitotsubashi University
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