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
10.2023 - 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
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.
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
undefinedInterests
Software
Microsoft Office
Bloomberg
Olympic, Avaloq
Assetmax AG
Timeline
Crossinvest Zürich AG
Private Asset Management - Operation
10.2023 - Current
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
Commercial Apprenticeship With Baccalaureate
SUVA
09.1994 - 10.1997
High School Diploma -
Commercial Professional Center
09.1994 - 10.1997
Similar Profiles
MANIVANNAN PAZHANIMANIVANNAN PAZHANI
Executive Engineer at Ejadah Asset Management Group-(Idama Operation)Executive Engineer at Ejadah Asset Management Group-(Idama Operation)
Khaled AlyasiKhaled Alyasi
Bapco Company at OperationBapco Company at Operation
Dr. ErinDr. Erin
Executive Director at OperationExecutive Director at Operation