A. B.
8180 Bülach
Workload - 40%
Cataloging
I am used to carrying out the tasks and objectives set independently with a serious and detailed approach.
I manage several properties for clients and relatives (rental properties)
I have been working as a volunteer for Pro Senectute's fiduciary service for 3 years (2 mandates).
Professional experience
Financial advice for private individuals and companies
Swiss Life, 1992 - 2021,
Support for existing customers and acquisition of new customers.
Skills
- sämtliche MS-Anwendungen (Word
- Excel
- Powerpoint).
- d
- e
- e
- First Certificate of English / Banking Diploma / Financial Advisor IAF / Real Estate Manager SVIT
Services
- Financial advice
- Financial planning
- Debt counseling
- Taxes
- Fiduciary
- Insurance
- Pension advice
- Administration & processing
- Transportation / chauffeur service: passengers / chauffeur
- Secretariat & Reception
- Real estate management
- Real estate management
- Field service
- Import & Export
- Indoor service
- Customer consulting & key account management
- Customer Service & Call Center
- General sales
- Sales promotion / Sales
- Guarding / Security
