Oetwil am See, Zurich, Switzerland
- Leading AXA Switzerland's Responsible Investment Initiatives (AuM ~CHF 100 billion General Account and Third-Party Assets) - Member of the AXA Group's Responsible Investment Center of Expertise - Member of AXA Switzerland's Climate Panel - Developing Responsible Investment Guidelines and ESG Reporting for third-party clients assets
- First point of contact for the AXA collective foundations and institutional clients for all asset management specific issues (Total asset AuM CHF 40-50 billion covered by Relationship Management Team of 6) - Support and enablement of all AXA sales channels through training on asset management topics - Strategic development of new customer segments and sources of income - Preparation and participation in meetings and events - Positioning of AXA as a one-stop shop for occupational benefits
- Member of the investment committee (AuM CHF 350 million) - Selection & development of partner network for optimal support of beneficiaries and efficient asset management - In charge of setting the new investment strategy (higher expected returns, lower risk (volatility) and at lower cost)
- Right hand and sparring partner to CFO for strategic planning and implementation - Direct lead of a team of 5 people - Partnered in the development of the annual financial statements and contributed to the creation of the annual report, financial report and sustainability report. - Developing sound investor presentations as well as recommendations for action & bases for decision-making for executive management and board of directors - Structuring & conducting independent financial / business analysis, creating company and real estate valuations and analysing key business drivers / performance measurements - Project lead for APG|SGA's future project (strategy, digitization and change) with 40+ team members - Co-/Lead for other interdisciplinary Projects: e.g. Implementation of EUGDPR; Set-up of compliance standards; Digitization of accounts payable workflow - As a member of the compliance committee responsible for staff training and controlling adherence to compliance standards - Co-handling of due-diligence process for potential M&A targets - In charge of investor relations, SIX communication, annual report, general assembly and corporate responsibility reporting - Co-handling of different invitations to tender and price negotiations (Banks, insurances, etc.)
- Maintaining and growing of customer relationships together with key account manager across the entire customer life cycle incl. pricing, contracting, review-meetings and implementing different investment strategies for pension funds and family offices with total AuM of approximate CHF 9 billion - Close collaboration with product management (defining and launch of new investment products) - Developing and enhancing of processes and tools (e.g. rebalancing process) to improve the service quality and reduce potential for error
Responsible for consulting / advising Swedish private clients by preparing individual asset proposals. Performance driven, independent support service for the client portfolio. Analyse individual portfolios to determine asset allocation, employing stocks, bonds, alternative investments, structured products, foreign exchange, mutual funds and money market products. Handling credit loans and checking the limits and margins. Work closely with clients to determine and meet their specific investment goals.