Conducting research on the French market in terms of business opportunities/expansion in Structured Products
Prospecting and approaching private investment banks, and asset/wealth management firms
Advising clients on pricing requests and/or optimizing their investment solutions via the Vontobel simulation platform - deritrade
Developing marketing emails sent out to clients on a weekly basis - including trade ideas and a client-centric Market Radar
Creating our Market Radar using Power BI with the purpose of displaying a highly intuitive visual content with relevant internal statistics through graphs, charts, and tables
Business Development Intern
Everphone GmbH
Berlin
08.2022 - 02.2023
Created Power Point slides for important events such as Workshops, on-site Roll-out and Client Pitch, resulting in great feedback from the clients and successful projects completion
Improved internal processes by using Google BigQuery (SQL coding) and developing fully automated data reports for premium clients’ weekly meetings
This represented a substantial gain of time and led to client’s satisfaction
Conducted a project with the purpose of clarifying outstanding invoices, by coordinating with the Accounting & Finance departments and the respective clients concerned
I managed to complete this project before of my internship which helped reclaim over one million EUR of Accounts Receivable.
Financial Advisor Self-employed
Deutsche Vermögensberatung
Frankfurt am Main
02.2022 - 05.2022
Developed tailored financial strategies based upon clients’ needs (e.g
Application Owner & Service Manager for Interbank Services at Bank Vontobel AGApplication Owner & Service Manager for Interbank Services at Bank Vontobel AG