Anna Abola

Private Banking

Zurich, Switzerland

About

Experience

  • Private Banker at Self-employed
    Apr 2023 - Present · 3 yrs 3 mos

    Individual support for HNWI customers: asset management, investment advice, tax planning. Accounts opening: selecting the right banking jurisdiction, selecting the appropriate account type (personal, corporate or investment), compliance requirements. Protector services: appointing and performing the role of a protector, monitoring the activities of trustees, compliance

  • Client Relationship Officer - Russie, CIS & EE at Pictet Wealth Management
    Jan 2022 - Mar 2023 · 1 yr 3 mos

  • Head of Customer Service at AP Anlage &Privatbank AG
    Aug 2010 - Mar 2021 · 10 yrs 8 mos

  • Head of Representative Office in the Baltic States at AP Anlage&Privatbank
    Jul 2005 - Aug 2010 · 5 yrs 2 mos

  • Relationship manager at Parex Asset Management
    Apr 2004 - Jun 2005 · 1 yr 3 mos