Flavio Romano
Zurich
Summary
Welcoming Client Advisor with multi-year background working in financial institution setting. Adept at selling products and services directly to customers and tackling basic bank transactions.
Overview
26
26
years of professional experience
Work History
Client Advisor Global Wealth Management
UBS Group
Zurich
02.2024 - Current
- Preparation of termination letters due to compliance requirements or business decisions
- Close collaboration with various stakeholders such as account holders, authorized representatives, lawyers, internal bank interfaces, etc
- Requesting settlement instructions, clarifying inquiries, preparing asset lists, tax returns, etc
- Processing of netting orders: liquidation and transfer of assets, netting, archiving of all documents
- Coordination with various internal teams in the areas of legal, sanctions, operations, compliance
Sabbatical
08.2023 - 02.2024
- Culture & travel: Mexico, Italy, Spain
- Support in the family business: Olive oil production in Southern Italy, Apulia
Relationship Manager, Private Clients Development
Zuger Kantonalbank
09.2021 - 07.2023
- Needs-based care for assigned clients, advising and selling highly standardized basic products and services
- Conducting standardized investment and retirement consultations
- Identifying and tapping into potential and sales opportunities
- Active management and development of client portfolios
- Co-responsible for maintaining Cl-compliant appearance of client correspondence
- Implementation of customer actions and sales measures
- Acting as a substitute in the absence of the team leader
- TmeR & GmeR clarifications
- Compliance inquiries
Owner
Romano Solutions
01.2016 - 09.2021
- Close collaboration with family office, TFO, Zurich
- Business consulting
- Credit risk
- Assistance with all financing transactions
- Project financing
- Private equity
- SME solutions
- Rating / Company valuation
- Consulting on corporate restructuring / crisis management
- Project financing management
Customer Advisor, Retail Clients Switzerland
Credit Suisse
11.2013 - 12.2015
- Comprehensive needs analysis of customer relationships in the areas of payments, savings, retirement, and investments
- Advancing long-term and profitable growth of the customer base: development, retention, upgrading, cleansing
- Active management of the customer base through centrally managed marketing and sales campaigns
- Recognizing potential and generating sales leads (investment and financing) or scheduling appointments for affluent advisors
- Handling administrative tasks resulting from advisory meetings
- Opening customer relationships
- Adhering to defined quality and performance standards while considering applicable regulations (regulators, legal & compliance, guidelines)
Customer Advisor, Private Clients Switzerland
Credit Suisse
02.2012 - 11.2013
Customer Advisor / CRM, SME & Private Clients
Sunrise Communications
01.2009 - 09.2011
- Sale of Sunrise products and services
- Telephone customer consultation in German, English, French and Italian
- Assessment of offers and credits
- Complaint management
Customer Advisor, Private Clients
Sunrise Communications
08.2006 - 12.2008
- Responding to calls after mailing or press releases
- Conducting sales and consulting conversations
- Execution of winback campaigns
- Active contact and direct selling of products and services
- Complaint management
Customer Advisor, Private Clients
Swisscom Fixnet
07.2003 - 08.2006
- Support for small and large market research projects
- Data analysis for Tamedia's readership and their competitor titles
- Preparation of results in PowerPoint reports
Internship: Market Research & Product Development
Tamedia
11.2001 - 02.2002
Part-time jobs
03.1999 - 04.2001
- Language teacher, Benedict School Zurich
- Back-office work at SRG SSR Suisse Media Serv, Zurich
- Customer Care Agent, Credit Suisse Chiasso
- Back-office employee, Arner Bank Lugano
- Accounting staff, Deka Swiss Bank Zurich
Education
Certificate - Relationship Manager, Retail & Private Clients
Credit Suisse
Zurich04.2015
Certificate - Sales Training, Telephone Sales, Coaching
Werner Berger & Partner AG
Zurich07.2003
Bachelor's degree - Corporate Communication
University of 'Cattolica del Sacro Cuore'
Milan01.2003
High School Diploma (Type D) -
Liceo Linguistico 'P.M. Vermigli'
Zurich01.1995
Languages
First mother tongue, Second mother tongue, Fluent in both oral and written communication, Fluent in both oral and written communication, Fluent in oral communication, proficient in negotiation
References
Available upon request
Personal Information
- Date of Birth: 03/14/73
- Marital Status: single
Timeline
Client Advisor Global Wealth Management
UBS Group
02.2024 - Current
Sabbatical
08.2023 - 02.2024
Relationship Manager, Private Clients Development
Zuger Kantonalbank
09.2021 - 07.2023
Owner
Romano Solutions
01.2016 - 09.2021
Customer Advisor, Retail Clients Switzerland
Credit Suisse
11.2013 - 12.2015
Customer Advisor, Private Clients Switzerland
Credit Suisse
02.2012 - 11.2013
Customer Advisor / CRM, SME & Private Clients
Sunrise Communications
01.2009 - 09.2011
Customer Advisor, Private Clients
Sunrise Communications
08.2006 - 12.2008
Customer Advisor, Private Clients
Swisscom Fixnet
07.2003 - 08.2006
Internship: Market Research & Product Development
Tamedia
11.2001 - 02.2002
Part-time jobs
03.1999 - 04.2001
Certificate - Relationship Manager, Retail & Private Clients
Credit Suisse
Certificate - Sales Training, Telephone Sales, Coaching
Werner Berger & Partner AG
Bachelor's degree - Corporate Communication
University of 'Cattolica del Sacro Cuore'
High School Diploma (Type D) -
Liceo Linguistico 'P.M. Vermigli'
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