Ramon Antonio Cajochen

• Managing a client book of 3bn (Administration)
• Support Relationship Managers in servicing sophisticated Italian UHWNI clients being the point of entry for account management processes and inquiries
• Onboarding of new clients (natural persons and companies)
• Regular contact with clients regarding account management
• Execution of Securities and FX orders and payments
• Assist RM and Client in liquidity, derivatives and credit line management
• Regular interactions with Investment Consultants ro ensure seamless implementation of investment proposals in line with overall portfolio strategy.
• Monitoring maturities and redemptions of loan, fiduciary deposits and bonds
• Risk Management (Formality tasks, review of financial situation, Risk profile etc.)
• Deputizing RMs during absences
• Joining RMs on client meetings and preparing business trips

• Supporting RMs in servicing Asian UHNWI clients
• Onboarding of new clients
• Execution of trading orders and payments
• Liquidity Management and Credit line management
• Monitoring maturities such as bonds, loans and fiduciary deposits
• Regular contact with clients regarding account management
• Worked together with two RMs on business cases
• Risk Management
• Support RMs during client meetings and preparing business trips

Mandatory military service

• Supporting RMs in servicing Latin American UHNWI clients
• Onboarding of new clients
• Execution of trading orders and payments
• Liquidity Management and Credit line management
• Monitoring maturities such as bonds, loans and fiduciary deposits
• Regular contact with clients regarding account management
• Worked together with two RMs on business cases
• Risk Management
• Support RMs during client meetings and preparing business trips

• Banking Advisory at Branch (1y)
• Swisscard (6m)
• Assistant Relationship Manager LatAm (1y)
• Assistant Relationship Manager PB Switzerland (6m)