Elia Schärer
Zumikon
Summary
Experienced banking professional with a background in sales coaching, sales management and finance analytics focusing on proposing the right solution to the right clients.
Former professional alpine skier and therefore willing, hard-working and motivated to go the extra mile to deliver strong results.
Overview
15
15
years of professional experience
Work History
Sales Coach / Business Development
Bank Julius Bär
08.2022 - Current
- Sales Coach for the front to strategically develop their client books through client book analysis and systematic business development
- Conceptualized and developed business development tools (sales tools) (with more than 1500 monthly front users) which supports the front to identify key opportunities (investment ideas, client interactions, NNM Potential, revenue potential or cost reductions) in their client book and structure their sales approach
- Led +100 workshops, trainings, and co-creation sessions in areas including client book analysis, strategic book planning, product sales best practices, lead offering and product sales stories
- Led and implemented multiple strategic sales initiatives related to NNM, Discretionary mandates, recurring revenues, pricing, alternative investments, small clients etc. while bridging expertise from IWMS, Finance and Risk departments
- Team lead of 3 external consultants working on the further development of the sales tools
Business & Financial Analyst
Bank Julius Bär (Freelancer)
03.2019 - 07.2022
- Project manager within the finance analytics team to provide a globally consolidated data basis and regularly monitor, measure and manage the financial results of the private banking business (Global MIS)
- Responsible project manager for 6 external consultants
- Co-lead of all IWMS, Risk, HR related applications and projects within Global MIS
- Co-lead in the conception and roll-out of the finance analytics strategy
- Ad-hoc senior management analyses and reporting on net new money flows, product flows, profit contribution, cost management etc.
- Stakeholder management across senior management, functions, divisions and front units
- Project lead in rolling out the mobile version of the Global MIS portal
- Conceptual development and lead in implementing first interactive tableau dashboards within Global MIS
Project Manager
Advaisor AG
01.2020 - 09.2020
- Supporting the Chief Executive Officer and the Chief Growth Officer in restructuring, business development and sales of an AI based NLP software which is specialized on measuring and transforming corporate cultures using non-opinion-based data from digital communication.
Management and Technology Consulting Intern
BearingPoint
07.2017 - 10.2018
- Advised a large manufacturing company in a M&A project as a member of the project management work stream
- Supported a firm-wide strategic initiative to improve and enlarge BearingPoint's consulting business by integrating a new business unit
- Supported a manufacturing enterprise in the implementation of a cloud-based predictive maintenance solution.
Professional alpine skier
Swiss Ski Junior team
06.2009 - 04.2016
- +30h training a week
- Several Top 3 rankings in Swiss National Junior Races
Education
B.A. HSG - Business Administration
University of St. Gallen (HSG)
St. Gallen09.2020
Exchange semester -
Bayes Business School
London12.2019
Graduation Diploma - Matura, Economics and Law
Swiss Olympic Sport School
Davos06.2014
Skills
committed, ambitious, proactive, organized, analytically thinking, open-minded, networker, empathic, communicative, team-player, conscientious
Timeline
Sales Coach / Business Development
Bank Julius Bär
08.2022 - Current
Project Manager
Advaisor AG
01.2020 - 09.2020
Business & Financial Analyst
Bank Julius Bär (Freelancer)
03.2019 - 07.2022
Management and Technology Consulting Intern
BearingPoint
07.2017 - 10.2018
Professional alpine skier
Swiss Ski Junior team
06.2009 - 04.2016
B.A. HSG - Business Administration
University of St. Gallen (HSG)
Exchange semester -
Bayes Business School
Graduation Diploma - Matura, Economics and Law
Swiss Olympic Sport School
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