Patrick Tschumi

Senior Relationship Manager External Asset Managers (EAM) | Mitglied der Direktion

Basel Metropolitan Area

About

Experience

  • Senior Relationship Manager External Asset Managers (EAM) at Basler Kantonalbank
    Jun 2022 - Present · 4 yrs 1 mo

    • Acquiring and developing a portfolio of external asset managers and Family Offices (EAMs/FOs) in Switzerland • Comprehensive service to our EAMs/FOs and end clients, ensure smooth processing and act as sparring partner and coordinator to enable our EAMs to further develop their business • Ensure an efficient and high quality service delivery to our EAMs and effective collaboration with internal specialists and Investment Advisors • Act as a center of competence and interact daily with our EAMs as well as coordinate with our bank-internal specialists (product, credit, risk, legal/compliance) • Handle complex client onboardings, transactions and client projects

  • VP Bank AG (Vaduz, Liechtenstein)
    • Client Advisor EAM, Vice President
      Feb 2012 - Jan 2022 · 10 yrs

      • Acquiring and developing a portfolio of external asset managers and Family Offices (EAMs/FOs) in Switzerland and Liechtenstein • Comprehensive service to our EAMs/FOs and end clients, ensure smooth processing and act as sparring partner and coordinator to enable our EAMs to further develop their business • Ensure an efficient and high quality service delivery to our EAMs and effective collaboration with internal specialists and Investment Advisors • Act as a center of competence and interact daily with our EAMs as well as coordinate with our bank-internal specialists (product, credit, risk, legal/compliance) • Handle complex client onboardings, transactions and client projects

    • Head Active Client Advisory, Vice President
      Jan 2011 - Jan 2012 · 1 yr 1 mo

    • Senior Investment Advisor, Vice President
      Aug 2006 - Dec 2010 · 4 yrs 5 mos

  • St. Galler Kantonalbank AG (St. Gallen)
    • Advisor Advisory Desk / Derivative Trader (Eurex)
      Mar 2003 - Jul 2006 · 3 yrs 5 mos

    • Equity Trader
      Oct 2000 - Feb 2003 · 2 yrs 5 mos

  • E. Gutzwiller & Cie, Banquiers (6 yrs 9 mos)
    • Assistant Private Banking
      1997 - Sep 2000 · 3 yrs 9 mos

    • Apprentice
      1994 - 1997 · 3 yrs