ERIK HELMBOLDT
ZURICH
The price of anything is the amount of life you exchange for it.
Henry David Thoreau
Summary
Experienced Manager and proven leader with forward-thinking approach centered on company success and competitive growth. Collaborative and dedicated to building and leading talented and motivated individuals. Skilled in strategic planning, problem-solving, and communication with good understanding of business principles and a relentless work ethic. Decisive and persistent professional with 15-year history of successful industry performance.
Overview
15
15
years of professional experience
Work History
Head Client Management
Credit Suisse, UHNWI Middle East, Africa & Turkey
02.2017 - Current
- Supervised team members to confirm compliance with set procedures and quality requirements.
- Monitored team performance and provided constructive feedback to increase productivity and maintain quality standards.
- Optimized customer experience by delivering superior services and effectively troubleshooting issues.
- Helped meet changing demands by recommending improvements to business systems or procedures.
- Enabled the team to build and deepen productive relationships with prospective and competitive customers to drive sustained growth.
Client Management
Credit Suisse UHNWI Middle East
06.2016 - 01.2017
- Offered competitive tailor made banking solutions and financing options to highly sophisticated and demanding UHNWI clients.
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
- Educated clients on ongoing basis regarding asset allocation.
- Collaborated with clients to maintain relationships and provide customers with thorough support and guidance.
Head Business Management
Credit Suisse UHNWI Emerging Europe
07.2013 - 05.2016
- Supported business management projects by monitoring and tracking risks, issues and action items.
- Oversaw and improved deliveries through proactive coordination of daily operations.
- Anticipated financial impact from operational issues and worked with leadership to develop solutions.
- Provided reporting for forecast analysis and ad-hoc reporting in support of decision-making.
Business Management
Credit Suisse UHNWI Emerging Europe
03.2010 - 06.2013
- Gathered, documented, and modeled data to assess business trends.
- Translated data and analytics into actionable strategic plans and presentations.
- Implemented policies and procedures in support of business area strategy.
- Conducted thorough reviews of operations to devise and deploy improvement strategies.
Financial Management
Credit Suisse Career Start Program (Rotation) Private Banking
09.2009 - 02.2010
- Assisted with design of financial management system to be compatible with business requirements.
- Streamlined daily reporting information entry for efficient record keeping purposes.
Business Intelligence
Credit Suisse Career Start Program Corporate & Institutional Clients
09.2008 - 08.2009
- Collaborated with stakeholders to identify business needs and data sources.
- Identified patterns and trends in large data sets and provided actionable insights.
- Developed complex dashboard and reporting tools to track business performance metrics.
Education
Certified Wealth Management Advisor (CWMA) - Client Advisor Bank
10.2016
MBA - International Business
12.2007
- GPA: 4.0/4.0
- Outstanding MBA Student 2007
- Dean's List 2006 & 2007
Diploma - Business Administration, International Business, Management, Marketing
08.2006
- GPA: 1.9/1.0
- Scholarship Award for international studies 2006
Skills
- Executive Management
- Business Leadership
- Operational Efficiency
- P&L Management
- Operations Oversight
- Performance Monitoring
- Improvement Strategies
- Customer Satisfaction
- Interpersonal Skills
Additional Information
- HONORS Member of the International Honor Society for Business Excellence ΒΓΣ since May 2008
Languages
German
Bilingual or Proficient (C2)
English
Bilingual or Proficient (C2)
French
Beginner (A1)
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Head Client Management - Credit Suisse, UHNWI Middle East, Africa & Turkey
02.2017 - Current
Client Management - Credit Suisse UHNWI Middle East
06.2016 - 01.2017
Head Business Management - Credit Suisse UHNWI Emerging Europe
07.2013 - 05.2016
Business Management - Credit Suisse UHNWI Emerging Europe
03.2010 - 06.2013
Financial Management - Credit Suisse Career Start Program (Rotation) Private Banking
09.2009 - 02.2010
Business Intelligence - Credit Suisse Career Start Program Corporate & Institutional Clients
09.2008 - 08.2009
Swiss Association For Quality (SAQ) - Certified Wealth Management Advisor (CWMA), Client Advisor Bank
Southeast Missouri State University - MBA, International Business
University of Applied Sciences - Diploma, Business Administration, International Business, Management, Marketing
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