Borg Andreas
Project Manager / Subject Matter Expert for Investor Protection and Suitability Topics (framework design, MiFID 2, front support... | Zurich, Zurich, Switzerland
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Borg Andreas’s Emails bo****@ub****.com
Borg Andreas’s Phone Numbers No phone number available.
Social Media
Borg Andreas’s Location Zurich, Zurich, Switzerland
Borg Andreas’s Expertise Project Manager / Subject Matter Expert for Investor Protection and Suitability Topics (framework design, MiFID 2, front support for all client advisors in WME&GEM). Responsible for process optimizing and regulatory projects. Responsible for Lead Offering management, advising Advisory and Sales and Investment Consultants on investment themes, ideas, products and portfolio allocation. Official Credit Suisse AG representative for the SBIF, responsible for all operational, financial, legal and compliance issues, development and servicing of HNW clients. Responsible for Strategy and Projects, Performance Measurement, Budget, Risk Management and Compliance. Responsible for various strategic initiatives, cost optimization and various ad-hoc task forces. Responsible for managing UHWNI-clients, analyzing portfolios, creating investment proposals, implementation of sales activities.
Borg Andreas’s Current Industry UBS, Director
Borg
Andreas’s Prior Industry
Credit Suisse
|
Credit Suisse, Vice President
|
UBS, Director
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Work Experience
UBS, Director
Head Competence Center Suitability - Business Risk and Regulatory Management WM Europe
Sun Feb 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
UBS, Director
Head Offering and Procedures – Segment Management WM Switzerland
Fri Nov 01 2013 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Jan 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time)
Credit Suisse, Vice President
Market Coverage Officer Latin America – Investment Services and Products (ISP)
Tue Jan 01 2013 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Oct 01 2013 00:00:00 GMT+0000 (Coordinated Universal Time)
Credit Suisse, Vice President
Head Oficina de Representación Chile – Private Banking Latin America
Fri Jul 01 2011 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat Dec 01 2012 00:00:00 GMT+0000 (Coordinated Universal Time)
Credit Suisse, Vice President
Head Business Management – Private Banking Latin America Cono Sur
Tue Sep 01 2009 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Jul 01 2011 00:00:00 GMT+0000 (Coordinated Universal Time)
Credit Suisse
Project Manager – Private Banking Business Support Latin America
Tue Jul 01 2008 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Sep 01 2009 00:00:00 GMT+0000 (Coordinated Universal Time)
Credit Suisse
Junior Relationship Manager/Senior Assistant UHNWI – Private Banking Switzerland
Mon May 01 2006 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Jul 01 2008 00:00:00 GMT+0000 (Coordinated Universal Time)Skills
Languages
Borg Andreas Email Addresses
FAQ About Borg Andreas
-
Borg Andreas is located at
Zurich, Zurich, Switzerland -
Borg Andreas is a
Project Manager / Subject Matter Expert for Investor Protection and Suitability Topics (framework design, MiFID 2, front support for all client advisors in WME&GEM). Responsible for process optimizing and regulatory projects. Responsible for Lead Offering management, advising Advisory and Sales and Investment Consultants on investment themes, ideas, products and portfolio allocation. Official Credit Suisse AG representative for the SBIF, responsible for all operational, financial, legal and compliance issues, development and servicing of HNW clients. Responsible for Strategy and Projects, Performance Measurement, Budget, Risk Management and Compliance. Responsible for various strategic initiatives, cost optimization and various ad-hoc task forces. Responsible for managing UHWNI-clients, analyzing portfolios, creating investment proposals, implementation of sales activities. UBS, Director -
Borg Andreas currently works in the
UBS, Director -
Borg Andreas specializes in
Project Manager / Subject Matter Expert for Investor Protection and Suitability Topics (framework design, MiFID 2, front support for all client advisors in WME&GEM). Responsible for process optimizing and regulatory projects. Responsible for Lead Offering management, advising Advisory and Sales and Investment Consultants on investment themes, ideas, products and portfolio allocation. Official Credit Suisse AG representative for the SBIF, responsible for all operational, financial, legal and compliance issues, development and servicing of HNW clients. Responsible for Strategy and Projects, Performance Measurement, Budget, Risk Management and Compliance. Responsible for various strategic initiatives, cost optimization and various ad-hoc task forces. Responsible for managing UHWNI-clients, analyzing portfolios, creating investment proposals, implementation of sales activities. -
Borg Andreas speaks the following languages:
No languages available. -
Borg Andreas has prior experience in the following industries:
UBS, Director , UBS, Director , Credit Suisse, Vice President , Credit Suisse, Vice President , Credit Suisse, Vice President , Credit Suisse , Credit Suisse -
Borg Andreas has the following professional experience:
UBS, Director , UBS, Director , Credit Suisse, Vice President , Credit Suisse, Vice President , Credit Suisse, Vice President , Credit Suisse , Credit Suisse . -
You can view Borg Andreas’s
LinkedIn profile at LinkedIn URL. -
Borg Andreas’s work email addresses are
[email protected] . -
Borg Andreas works at
UBS, Director
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