Msati Kalindaga
Geneva
Summary
Results-driven Private Banking professional with over eight years of experience in client relationship management and business development. Proven expertise in collaborating with Asset Managers across Switzerland, UAE, and the UK, as well as servicing Family Offices and Corporate. Recognized for building strong relationships with Ultra High Net Worth clients, leveraging deep market knowledge to deliver tailored financial solutions. Aiming to further enhance client engagement and drive growth within a leading financial institution.
Overview
17
17
years of professional experience
Work History
Private Banking Executive, Assistant Vice President
Barclays Bank (Suisse) SA
Geneva
11.2018 - Current
- Primary point of contact for day-to-day operations across a portfolio (2 billion USD AUM.) Ensure clients have seamless execution
- Develop Client Solutions - Develop tailored solutions that address clients' unique investment, risk management, and financing/liquidity needs.
- Build and maintain relationships - Develop strong relationships and partnerships with support functions across the Private Bank to maintain control, find solutions, and resolve issues.
- Support Private Banker to develop sales pitches and identify target clients
- Attend client meetings to establish strong and enduring working relationship
- Collaborates with Banker to formulate sales strategies that meet/exceed KPI benchmarks.
Private Banking Executive, Analyst BA4
Barclays Bank (Suisse) SA
Geneva
07.2018 - 10.2022
- Review documents of individual end legal entities for completeness and accuracy including CRS/FATCA documentation
- Collaborated with stakeholders in Tax, Legal, and Compliance to streamline processes.
Junior Account Manager
EHT Corporate Services S.A.
Geneva
03.2011 - 01.2016
Human Resource Associate
World Economic Forum
Geneva
05.2010 - 02.2011
Finance Trainee (Accounts Payable)
Inter-Parliamentary Union
Geneva
10.2009 - 03.2010
Trainee
Barclays Bank
Dar Es Salaam
07.2007 - 08.2007
Education
BA Honors - Business Administration (BBA)
Trent University
Ontario, Canada06.2009
WIPO Summer Program -
WIPO
Geneva, Switzerland07.2008
High School -
Collège du Léman
Geneva, Switzerland07.2004
Chartered Financial Analyst -
Enrolling in Chartered Financial Analyst Program
Skills
- Banking operations
- Due diligence
- Self-directed mindset
- Client services
- Business development
- Sales proficiency
- Customer Service-oriented
- Credit analysis
- Portfolio management
- Avaloq Banking System
- Olympic Banking System
- Microsoft CRM
- Salesforce
- World Check
- Stock Market databases
Languages
English
Fluentlanguages
French
Birthday
10/27/86
Languages
English
First Language
French
Proficient (C2)
C2
Swahili
Elementary (A2)
A2
References
References available upon request.
Timeline
Private Banking Executive, Assistant Vice President
Barclays Bank (Suisse) SA
11.2018 - Current
Private Banking Executive, Analyst BA4
Barclays Bank (Suisse) SA
07.2018 - 10.2022
Junior Account Manager
EHT Corporate Services S.A.
03.2011 - 01.2016
Human Resource Associate
World Economic Forum
05.2010 - 02.2011
Finance Trainee (Accounts Payable)
Inter-Parliamentary Union
10.2009 - 03.2010
Trainee
Barclays Bank
07.2007 - 08.2007
BA Honors - Business Administration (BBA)
Trent University
WIPO Summer Program -
WIPO
High School -
Collège du Léman
Chartered Financial Analyst -
Enrolling in Chartered Financial Analyst Program
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