Joël Fischer

- Overseeing own client portfolio while taking into account the applicable cross-border compliance regulations - Acquiring new clients and exploiting the potential of existing client base - Analyzing client needs and developing solutions - Analyzing market trends and compiling high-quality investment proposals based on client's needs - Visiting clients in Germany, including all preparatory and follow-up work - Ensuring adherence to compliance and due diligence standards

- Prearrangement and post processing of client meetings, as well as active attendance in and independent handling of client meetings - Responsible for handling with clients in absence of the client advisors - Daily client contact by phone and in writing - Proactive elaboration of investment suggestions. E.g. analysis of portfolio structure, maturity handling, preparation of investment proposals - Supporting the client advisors in developing their client portfolios

- Executed operational business - Assisted in preparation of credit applications - Daily client contact by phone and in writing

- Executed operational and administrative business for deceased clients - Daily contact by phone and in writing with bereaved family members - Independent settlement of estates

- Developed new software instruments for Credit Suisse Private Banking - Interacted between IT- and Private Banking Departments

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