Key professional milesones
Before joining MBaer Merchant Bank, Giusi worked for an asset manager for over ten years. Her main responsibilities included :
- Client relationship management, portfolio monitoring, risk management, onboarding
- Preparation, collaboration, implementation and monitoring of monthly portfolio meetings
- Preparation of internal and external audits
- Preparation of various statistics for the management
- Responsible for compliance audit requests from fund companies
Experience in private banking
Giusi previously worked at the Private Banking Mexico Desk at Credit Suisse for ten years. Her main tasks included :
- Continuation of existing client book
- Advising and supporting private banking clients with regular travel to Mexico
- Preparation of individual investment proposals, portfolio analysis, active expansion & growth of client portfolios etc.
Career start in banking
During her three-year banking apprenticeship at a Geneva-based private bank in Zurich, Giuseppina had the opportunity to get to know various departments. After completing her training, she decided to join the “Letter of Credit” department. After various language courses abroad, she started her career in Private Banking Latam.
Qualifications
- Business economist HFW
- Specialist training as an international relationship manager
Giuseppina's mother tongues are German and Italian. She is also fluent in English, Spanish and French.