Sport, Art and Music
Davide Lazzarotto
Wealth Management Operations
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
32
32
years of professional experience
3
3
years of post-secondary education
4
4
Languages
Work History
Crossinvest Zürich AG
Private Asset Management - Operation
10.2023 - 05.2026
- 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
01.2016 - 09.2023
- 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
04.2011 - 11.2015
- 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)
10.2007 - 03.2011
- 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
11.2005 - 10.2007
- 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
04.2004 - 10.2005
- 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.
Wealth Management Operations
Eqitron AG
Zurich
06.2026 - Current
Front Counter Customer Service Representative
Banca Unione di Credito
04.2000 - 04.2004
- 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
09.1994 - 10.1997
- 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 09.1994 - 10.1997
Skills
Office management experience
Reliability and confidentiality
Asset Management skills
Customer service
Portfolio Operations
Interests
Software
Microsoft Office
Bloomberg
Olympic, Avaloq
Assetmax AG
Timeline
Wealth Management Operations
Eqitron AG
06.2026 - Current
Crossinvest Zürich AG
Private Asset Management - Operation
10.2023 - 05.2026
Chief Office Manager
KTS Capital Management AG
01.2016 - 09.2023
Bank Consultant - Deputy Director
LGT Bank AG
04.2011 - 11.2015
Assistant Portfolio Manager
Banca Intermobiliare (BIM SUISSE SA)
10.2007 - 03.2011
Private Banking Assistant
Banca Intermobiliare (BIM SUISSE) SA
11.2005 - 10.2007
Back Office Stock Exchange
Banca Unione di Credito
04.2004 - 10.2005
Front Counter Customer Service Representative
Banca Unione di Credito
04.2000 - 04.2004
High School Diploma -
Commercial Professional Center
09.1994 - 10.1997
Commercial Apprenticeship With Baccalaureate
SUVA
09.1994 - 10.1997