Flakron Sylejmani
Oetwil am See
Summary
- Top-notch Relationship Banker with solid background in banking and finance. Effective at building positive relationships with clients, achieving sales goals and providing excellent customer service. Strong communication and interpersonal skills committed to making customers understand financial needs, goals and options.
- Personable candidate committed to helping clients meet financial goals. Extensive experience developing and implementing investment strategies tailored to clients' individual needs and objectives. Passionate about providing sound financial advice and helping clients reach financial goals.
- Hardworking and passionate job seeker with strong organizational skills eager to secure entry-level [Job Title] position. Ready to help team achieve company goals.
Overview
22
22
years of professional experience
Work History
CRM
Société Générale Private Banking Suisse (SA)
2017.12 - Current
- Consulting, support and development of private customers in the DACH region, Eastern Europe and other markets
- Built client relationships by responding to inquiries, identifying and assessing clients' needs, resolving problems, and following up with potential and existing clients.
- Travelling to target markets Processing customer orders Supporting customer-related-matters Building and maintaining relationships and ac- quiring of new customers Provide high net worth clients with specialized banking solutions to meet their individual and business needs
- Developed strategies to increase asset growth for clients through personal contacts
Arab Bank Switzerland
2013.12 - 2017.07
- Client Administration Account openings/closings Archive Update client documentation Correspondence E-Banking Administration Management Master Data
Private Banking Senior Assistant
Coutts & Co AG
2012.09 - 2013.03
- Providing organizational and administrative help to team, in accordance with daily clients needs
- Dealing with accounts opening, payments, currency operations and various daily clients inquiries
- Organizing clients visits and business travelling of Relationship Managers
- Working on presentations, reportings, and supporting team through marketing needs Support Projects Troubleshoot any issues concerning transactions or clients requests
Assistant Portfolio Manager/RM
BZ Bank
2009.07 - 2012.02
- Monitoring of the financial markets Assistant Private Banking / Frontsupport Prepare presentations Generating investment ideas Specific data processing according to customer specifications Clarification in terms of retrocession Assistant for customer presentations Assistant Research (Equities) Supervision of the RM’s on all sales-, promo- tion- and product-related questions Participation on investment decisions
Head Securities / Assistant RM
BZ Bank
2005.11 - 2009.06
- Preparing and editing of account openings and conditions Create/delivery of client reports Private Banking Support/ Frontsupport, Assistant duties Client requests and complaints Monitoring call money and term deposits, calculation of custody fees Cash Management / FX and trade executions Participation and assistance on the takeover process of Scor-Converium Maintaining contacts (Brokers and inst
- Clients) Update CRM Tool
Trade Settlements
Credit Suisse
2001.08 - 2005.10
- Completion of stock exchange orders Execution and monitoring of deliveries and payments Reconciliation and verification of stock orders placed with a broker Troubleshooting
Education
Commercial Apprenticeship - Swiss KV Credit Suisse -
KV Zurich Business School
Zurich07.2001
Skills
- IT MS Office
- Bloomberg, Telekurs, Morningstar, Reuters
- Avaloq, Apsys, Windekis, AAA, S2I
- Customer Complaints Escalation
Timeline
CRM
Société Générale Private Banking Suisse (SA)
2017.12 - Current
Arab Bank Switzerland
2013.12 - 2017.07
Private Banking Senior Assistant
Coutts & Co AG
2012.09 - 2013.03
Assistant Portfolio Manager/RM
BZ Bank
2009.07 - 2012.02
Head Securities / Assistant RM
BZ Bank
2005.11 - 2009.06
Trade Settlements
Credit Suisse
2001.08 - 2005.10
Commercial Apprenticeship - Swiss KV Credit Suisse -
KV Zurich Business School
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