Mischa Trivellin
Angestellt, Head Sales Management Central & Eastern Europe & Turkey, Executive Director, UBS AG
Zürich, Schweiz
Werdegang
Berufserfahrung von Mischa Trivellin
Bis heute 15 Jahre und 6 Monate, seit Jan. 2009
Head Sales Management Central & Eastern Europe & Turkey, Executive Director
UBS AG
- Pro-actively provide front-units with market opportunities, propose related solutions, initiate activities and monitor implementation - Deliver and improve after-sales for relevant solutions via most efficient communication channel - Co-ordinate product partners, suggest activities inline with market requirements and ensure product partners support markets in sales and after-sales related activities through efficient market interaction
1 Jahr und 3 Monate, Okt. 2007 - Dez. 2008
Head Sales & Education Management Russia / CIS Int'l, Director
UBS AG
4 Jahre und 9 Monate, Feb. 2003 - Okt. 2007
Sales Manager Nordic Markets
UBS AG
- initiate, implement and monitor sales initiatives in co-ordination with product specialists - support client facing employees to reach their financial goals - support market head to develop strategic plan to sustain client satisfaction and revenues
1 Jahr, Feb. 2002 - Jan. 2003
Client Advisor WM Nordic Markets
UBS AG
- advice wealthy individuals with respect to financial and succession needs
9 Monate, Juni 2001 - Feb. 2002
Assistant WM Nordic Markets
UBS AG
- support WM Client Advisor with administrative tasks, preparation of client meetings and analysis of client portfolios and investment recommendations
1 Jahr und 5 Monate, Feb. 2000 - Juni 2001
Client Advisor Private Banking Swiss Clients
Graubündner Kantonalbank- Advice Swiss clients with wealth > 250'000 CHF to manage assets, optimize taxes and plan family succession
1 Jahr und 7 Monate, Aug. 1998 - Feb. 2000
Client Advisor Assistant Private Banking International
Graubündner Kantonalbank- Support Client Advisor in administrative tasks, prepare client meetings and deputize him in standard advising tasks. analyse portfolios and support development of client relationship
3 Jahre, Aug. 1995 - Juli 1998
various positions (Lending Dep., private clients dep., cashier, sec. settlement)
Graubündner Kantonalbank- working as cashier in various GKB locations - working as lending consultant (evaluating mortgage requests, loan requests etc.) - working in security department (handling security transfers, account transfers etc.)
Ausbildung von Mischa Trivellin
7 Monate, Sep. 2008 - März 2009
CAIA Institute
2006 - 2008
CFA Institute
1996 - 1999
Swiss Federal Banking Diploma
Sprachen
Deutsch
Muttersprache
Englisch
Fließend
Französisch
Grundlagen
Italienisch
Grundlagen