• Responsible for the trust mandate of an international holding company (SME) • Supported and consulted the customer in strategy development, structuring of shareholdings and conducted due diligence for potential acquisitions and joint ventures • Analyzed various strategies for the cross-generational development of the family business.

• Developed and managed my own portfolio of mainly high net worth individuals • Supported the Head of Private Banking in managing his key clients, prepared presentations for board meetings and set up statistics for periodic reportings • Initiated a sustainable bank and investment strategy through my own initiative and introduced a sustainable investment product portfolio • Compiled an investment strategy for the bank's own financial assets and a reporting system for the pension fund of the AEK BANK 1826

- Assistant for senior client advisors and head of private banking - Client Advisor for retail banking clients - Commercial apprenticeship