Konstantinos Charonis
Structured Products Sales, EMEA
Zurich
Overview
6
6
years of professional experience
3
3
Languages
Work History
Associate Director, Structured Products Sales
UBS Investment Bank
Zurich
05.2022 - Current
- Delivering cross-asset Structured Products from leading issuing banks to Wealth Management clients, as part of the Structured Products Sales team within the Investment Banking division.
- Regional coverage for EMEA markets, centering on South Europe and achieving a +115% Sales uplift in 2024.
- Leading high-impact meetings with clients and presentations for broader marketing efforts related to Structured Products.
- Converting client cases to transactions, by providing tailor-made solutions in line with specific client needs, market trends and the UBS House View.
- Product lead for Collateralized Loan Obligations (CLO) with focus on the distribution of the Equity tranche, performing deal due diligence, offering educational sessions for clients and being the point of contact for CLO managers and arranger banks.
Graduate, Client Manager
Credit Suisse International Wealth Management
Zurich
10.2021 - 04.2022
- Selected for a Graduate program in coverage of Ultra High Networth clients domiciled in Greece / Cyprus.
- Established firm relationships with clients and addressed all queries related to account management, payments, FX, remittances, liquidity and account openings.
- Developed solid understanding of the underlying client business needs with focus on shipping and real estate.
- Maintained client files with records of client interactions and relationship development notes.
Intern, Master's Thesis
Deloitte
05.2021 - 08.2021
- Thesis Topic: "Comparing Credit Scoring Techniques: A Machine Learning Application on Bank Portfolios".
- Supervised by senior consultants in the Financial Risk Management team of the Advisory division.
Intern, Financial Applications Developer
Data City Services
01.2020 - 06.2020
- Created and managed the back end of financial web applications with the use of Python and SQL.
- Worked collaboratively with the senior developer on modifying code to enhance application performance.
Intern, Financial Accountant
Accountancy Office Charonis Ioannis & Co
04.2019 - 10.2019
- Maintained client contact, updated budget tables and assisted in the preparation of financial statements.
Education
Master of Science - Quantitative Finance
University of Strathclyde
Glasgow, United Kingdom 04.2001 -
Bachelor of Science - Accounting And Finance
University of Macedonia
Thessaloniki, Greece 04.2001 -
Extracurriculars
Strathclyde Trading and Portfolio Management Society, 09/2020 - 09/2021
- Attended meetings and presentations on topics related to financial markets and investment management.
- Networked with graduates and senior professionals with prior or current experience in the financial sector.
Technical Tools
- Microsoft Office
- Bloomberg
- Python
- SQL
- R
Timeline
Associate Director, Structured Products Sales
UBS Investment Bank
05.2022 - Current
Graduate, Client Manager
Credit Suisse International Wealth Management
10.2021 - 04.2022
Intern, Master's Thesis
Deloitte
05.2021 - 08.2021
Intern, Financial Applications Developer
Data City Services
01.2020 - 06.2020
Intern, Financial Accountant
Accountancy Office Charonis Ioannis & Co
04.2019 - 10.2019
Master of Science - Quantitative Finance
University of Strathclyde
04.2001 -
Bachelor of Science - Accounting And Finance
University of Macedonia
04.2001 -
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