Sport, Art and Music
Davide Lazzarotto
Chief Office Manager
Richterswil
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
30
30
years of professional experience
3
3
years of post-secondary education
4
4
Languages
Work History
Crossinvest Zürich AG
Private Asset Management - Operation
2023.10 - Current
- Self-motivated, with a strong sense of personal responsibility.
- Collaborated with senior portfolio managers to develop and implement effective investment strategies, contributing to overall team success.
- Collaborated with investment teams to develop customized strategies for managing diverse client portfolios.
- Participated in regular training sessions, staying up-to-date on industry trends and regulatory changes.
- Managed daily operations, including account maintenance, service requests, and documentation preparation.
- Reconciled customer accounts and balanced daily transactions.
- Monitored accuracy of customer information in system.
Chief Office Manager
KTS Capital Management AG
2016.01 - 2023.09
- Bank administration, portfolio management, customer contact, payments, support and planning for obtaining the FINMA license.
- Strengthened communication skills through regular interactions with others.
- Learned and adapted quickly to new technology and software applications.
- Participated in team projects, demonstrating an ability to work collaboratively and effectively.
Bank Consultant - Deputy Director
LGT Bank AG
2011.04 - 2015.11
- Private Banking Consultant at Intermediary Desk Italian Speaking, Customer Acquisition and Retention, Portfolio Management, Customer Investments.
- Determined agenda, developed plans and oversaw implementation of programs and updates.
- Delivered data outcomes to internal and external staff to drive continuous improvement and client engagement.
Assistant Portfolio Manager
Banca Intermobiliare (BIM SUISSE SA)
2007.10 - 2011.03
- Portfolio management, market analysis, bond analysis, credit analysis (CDS)
- Communicated market developments, portfolio changes and annual performance information to clients.
- Developed rebalancing strategies to minimize risk exposures.
- Facilitated portfolio performance review and implemented new strategies.
- Complied with established internal controls and policies.
Private Banking Assistant
Banca Intermobiliare (BIM SUISSE) SA
2005.11 - 2007.10
- Managed customer service inquiries and pinpointed and implemented proper path to resolution.
- Interviewed customers to obtain information needed for opening accounts or renting safe-deposit boxes.
- Verified customer identity and reviewed documentation for accuracy.
- Responded to customer inquiries regarding new accounts and account services.
- Processed customer payments and account setup charges.
- Monitored accuracy of customer information in system.
Back Office Stock Exchange
Banca Unione di Credito
2004.04 - 2005.10
- Settlement, accounting and control of stock market transactions, administrative management of Futures and Options.
- Acted as a team leader in group projects, delegating tasks and providing feedback.
- Managed time efficiently in order to complete all tasks within deadlines.
Front Counter Customer Service Representative
Banca Unione di Credito
2000.04 - 2004.04
- Cash transactions, opening bank accounts, credit card management
- Resolved concerns with products or services to help with retention and drive sales.
- Improved customer satisfaction ratings by addressing issues and fostering timely resolution.
- Managed customer relations through communication and helpful interactions.
- Exceeded service objectives by applying proven customer service and sales best practices.
- Responded proactively and positively to rapid change.
Commercial Apprenticeship With Baccalaureate
SUVA
1994.09 - 1997.10
- Apprenticeship at Swiss National Accident Insurance Fund.
- General knowledge in the insurance field, in particular learning about accident insurance and disability insurance.
- Cultivated interpersonal skills by building positive relationships with others.
Education
High School Diploma -
Commercial Professional Center
Bellinzona 1994.09 - 1997.10
Skills
Office management experience
undefinedInterests
Software
Microsoft Office
Bloomberg
Olympic, Avaloq
Assetmax AG
Timeline
Crossinvest Zürich AG
Private Asset Management - Operation
2023.10 - Current
Chief Office Manager
KTS Capital Management AG
2016.01 - 2023.09
Bank Consultant - Deputy Director
LGT Bank AG
2011.04 - 2015.11
Assistant Portfolio Manager
Banca Intermobiliare (BIM SUISSE SA)
2007.10 - 2011.03
Private Banking Assistant
Banca Intermobiliare (BIM SUISSE) SA
2005.11 - 2007.10
Back Office Stock Exchange
Banca Unione di Credito
2004.04 - 2005.10
Front Counter Customer Service Representative
Banca Unione di Credito
2000.04 - 2004.04
Commercial Apprenticeship With Baccalaureate
SUVA
1994.09 - 1997.10
High School Diploma -
Commercial Professional Center
1994.09 - 1997.10
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