Key professional milestones
Linda is an experienced and independent Private Banking Associate with extensive banking knowledge from various international markets. She is able to identify client needs, develop strategies and provide exceptional service to drive revenue growth and achieve business objectives.
Specializations in private banking and EAM
Before joining MBear Merchant Bank, she worked for a Swiss EAM as a Business Manager.
After Morgan Stanley Private Bank was sold to Bank J. Safra Sarasin, she worked at the Israel Desk of Bank J. Safra Sarasin. She also worked as a senior assistant in private banking at Julius Baer Bank, Schroders Bank and Habib Bank.
Well established in the banking industry
In 2013, she joined UHNW Private Banking at Morgan Stanley Private Bank in Zurich. With responsibilities such as:
- Managing Private Wealth UHNWI clients with independent responsibility for a portfolio of CHF million 900.
- Strategic business development, sales and acquisitions.
- Advice and daily telephone contact with clients, execution and advice on trades (equities, bonds, foreign exchange funds, bonds, futures and hedges) and reporting.
- Restructuring and construction of portfolios and structuring of investment proposals.
- Daily documentation and compliance issues as well as complex account openings for private clients, domiciliary companies, operating companies, trusts and politically exposed persons
Career start at UBS
Linda Pettersson has been working in banking since 2006. Between 2006 and 2011 she worked at UBS as Marketing Manager and Relationship Manager.
Qualifications
- Studied business administration at the University of Lund, Sweden
- Erasmus exchange program, University of Konstanz, focus: Economics, Finance and Marketing
- Erasmus exchange program, Eberhard Karls University of Tübingen, focus: Strategic Management, Marketing and Organization
Linda is a native Swedish speaker, fluent in English and German and has a good knowledge of Norwegian and Danish.