| 2011 – 2021 | Relationship Manager, Director | BANQUE HERITAGE, Geneva |
| 2007 – 2010 | SR Private Banking Assistant | CLARIDEN LEU LTD |
| 2001 – 2007 | SR Private Banking Assistant | BANQUE AUDI (SUISSE) SA |
N° de référence : #TALENT-BK-ChBu
Christiana BUHLER
Relationship Manager / Gestionnaire de Patrimoine
Seasoned Relationship Manager with a strong ability to manage portfolios of HNWI and insure sustainable profitability through sound investment advice on financial products, services and respective operational and regulatory legislations. Acquisition of new clients in niche Markets, providing clients with comprehensive and sound investment advice, ensuring delivery of a business plan while maintaining a robust compliance control and effective self-monitoring of activities.
Mes +
My added value :
- Manage and continuously develop the portfolio of clients with standardized or tailor-made solutions
- Provide investment proposals aligned with risk profile and clients expectations
- Proactivity, excellent negotiation skills, self-starter, motivated and determined to achieve goals
- Dynamic, friendly and smiling personality
- Excellent presentation and interpersonal skills
- Bilingual: French/English
Mon parcours
Mes principales expériences professionnelles :
