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
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.
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
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
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