Mag. Andreas Kollienz CFA

Angestellt, Senior Relationship Manager, Lombard International Group

Zurich, Schweiz

Werdegang

Berufserfahrung von Andreas Kollienz CFA

  • Bis heute 3 Jahre und 6 Monate, seit 2021

    Senior Relationship Manager

    Lombard International Group

  • Bis heute 6 Jahre und 6 Monate, seit 2018

    Senior Investment Consultant

    Mercer Schweiz AG

    • Advising Swiss pension funds, collective schemes, insurance companies and other institutional investors for fiduciary investment management solutions and all other investment related topics. • Meeting asset under management (AUM) growth targets for fiduciary investment management solutions and mandate wins for advisory solutions from large institutional investors • Leading and driving sales activity and representation of Mercer’s Corporate Funding Solutions across a variety of Swiss pension schemes

  • 2017 - 2018

    Director - Digital Trading Operations

    IPS Ingredis

    • Acquisition of new clients and development of the existing client base (Coca-Cola, Pepsi, Nestle,...) globally for the first digital sourcing and selling platform for ingredients for the food and beverage industry • Implementing marketing activities for onboarding clients globally and increasing trading volume • Design of processes between trade desks and the global sales organization suitable to the needs and constraints of the clients

  • 2013 - 2016

    Relationship Manager - Major Accounts

    Thomson Reuters

    Responsible for the commercial relationship for a portfolio of strategic institutional clients in Switzerland and Liechtenstein (SNB, Cantonal banks, Raiffeisen Group, LGT, Vontobel,...) for all services related to trading, asset management, risk management & regulation.

  • 2010 - 2012

    Business Manager - Investment & Advisory EMEA

    Thomson Reuters

    Taking care of all business needs related to Investment Management, Investment Banking and Wealth Management companies within the EMEA region. • Advising teams and clients on financial instruments from all asset classes, market trends & governing market landscape including the regulatory environment • Driving/monitoring regional revenue and targets for EMEA • Identifying cross-sell opportunities • Delivering the core product suite strategy (retention and growth) • Improving client satisfaction scores

  • 2007 - 2010

    Sales Specialist - Trading & Commodity Companies

    Thomson Reuters

    Responsible for sales and overall performance of TR’s Trading Companies market segment (trading companies, commodity & energy related companies, inter-dealer brokers) in Switzerland. • Advising institutional clients on market developments, financial information & financial models, the deployment of trading infrastructures (OTC, Exchanges, Algorithmic Trading) and risk management systems • Responsible for gross sales, including proprietary research - presentation, negotiation, closing

  • 2005 - 2007

    Financial Markets Executive

    Thomson Reuters

    Client relationship management of a broad portfolio of financial clients in Austria and Switzerland ensuring customer satisfaction • Advising clients on financial models, applications and analytical spread sheets, as well as all aspects of financial information • Managing & resolving client queries on financial applications • Involved in the introduction of new data for the financial community

Ausbildung von Andreas Kollienz CFA

  • MTA - Market Technicians Association

  • CFA Institute

  • International Business Administration

    Wirtschaftsuniversität Wien

Sprachen

  • Englisch

    Fließend

  • Deutsch

    Muttersprache

  • Französisch

    Fließend

  • Portugiesisch

    Gut

  • Italienisch

    Gut

  • Spanisch

    Gut

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