Fernanda Di Cosimo
Küsnacht
Summary
Experienced Wealth Management Advisor with demonstrated history of working in the financial services industry.
Known for exceptional team collaboration, adaptability, and driving impactful results. Strong skills in communication, problem-solving, and understanding client needs. Highly reliable and ready to thrive in dynamic environments.
Overview
21
21
years of professional experience
Work History
Client Advisor
UBS
08.2023 - Current
- Managing a diverse portfolio of FIM clients, effectively balancing priorities and meeting deadlines.
- Provide a "Single Point of Entry" into the Bank with an efficient access to a network of specialists within UBS and external stakeholders
- Ensure that FIM relationship as well as end client relationships meet legal and regulatory requirements through effective co-ordination with Risk and Compliance department
- Assisted in training new team members, sharing best practices and expertise in Client Advisor role.
- Streamlined processes for improved efficiency, enabling quicker response times to client requests.
Team Leader Client Management NRI
Credit Suisse AG Zürich
11.2021 - 07.2023
- Build a high performing team and ensure effective collaboration with RMs
- Be responsible for recognizing and reinforcing strong performance of employees, identify and encourage improvement where needed. Contribute to development of CMs e.g. in training/certification
- Set up and lead regular management and internal communication updates, build up trusted relationships with stakeholders and senior management
- Ensure full oversight of client book and mitigate associated risks proactively
- Oversee complex transactions and client projects
Senior Client Manager Middle East- NRI
Credit Suisse AG Zürich
05.2021 - 10.2021
- Responsible for the day-to-day management of the client relationship, as well as delivering advice on investments to own client book
- Identify untapped business opportunities and take ownership of complex transactions and client projects in close collaboration with the UHNWI RM and Strategic Client Partner
- Serve as first point of contact for all internal client-related matters with respect to own client book
- Ensure proper execution of any matters related to the accounts (e.g. trading orders, implementation and lifecycle management of credit products, cash management, payments)
- Handling complex account openings (e.g., operating companies, trusts, foundations) for offshore clients and managing all tasks and processes (e.g., Anti–Money Laundering, Politically Exposed Persons, Reputational Risk Review Process, KYC) of the lifecycle of a Private Banking account
- Ensuring the daily oversight and development of Young Talents as well as support CM Head to coach more junior Client Managers to develop in the role
Senior Account Manager Shared Relationships Spain
Credit Suisse Zürich
12.2017 - 04.2021
- Responsible to deliver top service to our clients, ensure smooth execution and assist Relationship Managers based in Madrid and London to further develop their business
- Handling of complex account openings (e.g. domiciliary companies, trusts, foundations) for offshore clients and execution of all tasks and processes (e.g. PEP, RRRP) of the life-cycle of a Private Banking account as well as the handling securities and foreign exchange transactions, exposure to derivatives, liquidity management, credit issues and all administrative tasks along the client life-cycle
- Daily interaction with Relationship Managers as well as with our bank-internal specialists (product, credit, risk, legal)
- Establishing and maintaining good relationships with your key business partners
Relationship Manager Latin America
UBS AG, Zürich
06.2012 - 11.2017
- Advising client base on their portfolio of investments, finding, attracting, and winning new clients, nurture and retain those the company already has and entice former clients back into the Bank.
- Key Responsibilities
- Continuously develop relationships with a portfolio of clients, maintenance and development of long/term client relationships
- Provide a "Single Point of Entry" into the Bank with an efficient access to a network of specialists within UBS and outside
- Act as a personal Wealth Manager; draw up a comprehensive asset strategy which reflects the dynamics between personal and business assets
- Maximize client assets and revenues
- Ensure that client’s portfolio of investments meet legal and regulatory requirements through effective co-ordination with Risk and Compliance departments
Wealth Management Support UHNW Italy International
UBS SA, Lugano
12.2007 - 05.2012
- Dealing with client queries and requests in direct client contact (visits, telephone calls, emails) resolving so that client satisfaction is maximized
- Preparing client visits and follow- up (preparing account opening set of documents and presentations) and advice client advisor on client related processes
- Ensuring that administrative and organizational arrangements and client related processes are completed and continuously improved
- First point of contact for processing client orders, and troubleshooting through specialized transactional process knowledge
- Acting in the role of an intermediary to other service providers within the bank including settlements, legal, compliance, risk management and payments departments as well as dedicated product specialists
Investment Funds' Specialist
Arner Bank - Lugano
09.2005 - 11.2007
- Marketing activities: updating internet site, preparing presentations, factsheets and sending NAV publications to clients
- Preparing weekly and monthly reports to senior management in order to monitor fund's revenues (management and performance fees of in-house products as well as retro cessions from third-party funds' agreements)
- Processing and monitoring funds' subscriptions/ redemptions and switches and keeping shareholder's register
- Setting up fund's companies as well as management companies for both SICAV funds as well as hedge Funds.
- Preparing and reviewing documents related to in house- funds ( offering memorandum, distribution and management agreements, annual reports)
Internship – Operational Risk Management
Arner Bank - Lugano
07.2004 - 09.2004
- Mapping of internal processes in order to identify inefficiencies and to optimize business processes in a cost efficient manner
- Setting up new procedures and controls according to new requirements of Basel II regarding operational risks.
Education
Certified Wealth Management Advisor CWMA - Technical and Advisory & Sales skills
SAQ Swiss Association Of Quality
Zurich, Switzerland11.2009
Investment Funds' Advisor Diploma - undefined
Centro Studi Bancari
09.2006
Bsc (Hons) Business Studies - Corporate Finance
Cass Business School- City University
05.2005
High School Diploma - undefined
Liceo Scientifico- Linguistico
06.2001
Skills
- Client relationship management
- Investment advice
- Cross-selling techniques
- Client retention strategies
- Business development
- Onboarding management
- Regulatory requirements adherence
LANGUAGES
Italian: Mother tongue
Spanish: Mother tongue
English: Fluent
French: Good
References
Available on request
Timeline
Client Advisor
UBS
08.2023 - Current
Team Leader Client Management NRI
Credit Suisse AG Zürich
11.2021 - 07.2023
Senior Client Manager Middle East- NRI
Credit Suisse AG Zürich
05.2021 - 10.2021
Senior Account Manager Shared Relationships Spain
Credit Suisse Zürich
12.2017 - 04.2021
Relationship Manager Latin America
UBS AG, Zürich
06.2012 - 11.2017
Wealth Management Support UHNW Italy International
UBS SA, Lugano
12.2007 - 05.2012
Investment Funds' Specialist
Arner Bank - Lugano
09.2005 - 11.2007
Internship – Operational Risk Management
Arner Bank - Lugano
07.2004 - 09.2004
Investment Funds' Advisor Diploma - undefined
Centro Studi Bancari
Bsc (Hons) Business Studies - Corporate Finance
Cass Business School- City University
High School Diploma - undefined
Liceo Scientifico- Linguistico
Certified Wealth Management Advisor CWMA - Technical and Advisory & Sales skills
SAQ Swiss Association Of Quality
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