Lin Chevalier

Tel: +41-76-396-**-**

E-Mail: add3zx@r.postjobfree.com

Dynamic professional, highly motivated, strong interpersonal and analytical skills, excellent organization, entrepreneurial mindset

Professional Experience

Oct 2014 – Present Saxo Bank AG Schweiz (Zurich, Switzerland) Account Manager (Private & Institutional Clients)

Management of Institutional Client accounts including contracting, onboarding, account activation, observing compliance and Anti Money Laundering initiatives

Act as first point of contact as the centre of Excellence for client queries

Consult Individual and Corporate Clients on various financial products offered on Saxo Bank trading platform

Investigation on cash transactions, security transfers, corporate actions Mar 2011 – Oct 2012 HSBC Private Bank Suisse SA (Zurich, Switzerland) Relationship Manager UHNW Client (Business Development)

Client acquisition for Asian markets, in particular for China

Consult clients for suitable risk profile and investment proposal

Execute clients’ orders for all financial products

Travel for business development

Jan 2008 – Feb 2011 Denarius Wealth Management SA (Geneva, Switzerland) Portfolio Management (Investment Team)

Attend weekly investment committee with CIO presenting consolidated financial report and analysis for all clients

Supervise a team of 3 people, act as authorized dealer handling and monitoring of stock market orders (stocks, funds, Forex spot and forwards, precious metals and derivatives), replace fiduciary deposits and money market papers

Meetings with Relationship Managers for external Asset management from different banks regarding platforms, tools and efficiency

General office management

Business Development

Jan 2006 – Dec 2007 Atlas Sport & Fitness AG (Basel, Switzerland) Administration Specialist

Act as Assistant to General Manager preparing meetings and contracts

Liaise with clients on service offers and agreements

Responsible for daily accounting, payment and invoices

Organize company events and attend exhibitions

2

Feb 2007 – Dec 2007 Stähli Travel (Basel, Switzerland) Project Manager for China Market

Strategy for China Marketing

Business development of tailor-made travel for HNWI and companies

Attend client meetings and exhibitions

Advising existing client and maintain high level customer care Education

2002 – 2006 International University in Geneva

Bachelor in Business Administration

2000-2001 NSG Basel - German

Language Skills

Chinese Native language

English Excellent written and oral

German Excellent written and oral

French Very good knowledge

IT Skills

Microsoft Office, Sharepoint, Lotus Notes, CRM, Apsys, IGT, Avaloq System, APEX Reporting System, Bloomberg, Reuters Wealth Manager System, Trading E-Tools, SQL, SAP, Saxo trader Hobbies

Traveling, trading, hiking, E-reading, socializing

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