Angelika B.
Business Economist
Experience
Mar 2024 - Jan 2025
11 monthsFrankfurt, Germany
Business Economist
Deutsche Bank AG
Budget monitoring and preparation of forecasts
Commercial project management:
Project-control
Management of resources
Capacity utilization controlling, cost control
Forecast target/actual analyses
Apr 2022 - Present
3 years 6 monthsOffenbach, Germany
Consultant - Company succession
Client Solutions
- Advising entrepreneur clients with regard to company succession and company sale opportunities
- Acquisition of new clients
- Development and implementation of customised company succession and sale strategies for clients
- Utilized strong communication skills when interacting with clients and stakeholders both verbally and written
- Conducted in-depth market research to identify trends, opportunities, and competitive threats
- Analyzed data to assess current market conditions and develop forecasts for future performance
- Network maintenance and expansion of relationships in the financial and investment sectors
Sep 2021 - Mar 2022
7 monthsWiesbaden, Germany
Officer - Euro Structural Fund
WIBank
- Coordinated with internal teams to develop efficient processes for delivering services to clients
- Managed client accounts, tracked progress, and monitored quality assurance metrics
- Generated reports summarizing customer activity data for senior management review
Mar 2019 - Mar 2020
1 year 1 monthFrankfurt, Germany
Client Relationship Manager
Credit Suisse Asset Management GmbH
- Supported institutional clients domiciled in EMEA covering Real Assets
- Worked effectively with specific fund teams
- Collaborated with cross-functional teams to design and develop new products and services that meet customer needs
- Supported in managing existing client relationships
- Monitored and maintained executive files and records
- Developed relationships with key stakeholders through regular communication, ensuring client expectations were met in a timely manner
Aug 2017 - Dec 2018
1 year 5 monthsFrankfurt, Germany
ETF Sales Support
DWS International GmbH
- Coordination of internal stakeholders for targeted sales activities
- Participated in weekly meetings with senior management team to discuss current trends in the markets and review portfolios
- Analyzing sales, industry, and client data to drive planned activities that align with the company's strategy and exceed sales targets
- Collaborated with internal teams on projects related to sales support operations
- Created customized presentations for potential investors highlighting the benefits of investing in various products and strategies
- Provided exceptional customer service and maintained positive relationships with clients
- Performed administrative duties such as document management, processing orders, creating reports and presentations
May 2016 - Dec 2016
8 monthsFrankfurt, Germany
Administrative Associate - Transaction Banking
KfW Banking Group
- Collaborated with departmental leaders to establish organizational goals, strategic plans and objectives
- Managed and coordinated multiple projects while ensuring timely completion
Oct 2015 - Jan 2016
4 monthsFrankfurt, Germany
Senior Management Assistant – Investment Banking
Deutsche Bank AG
- Participated in regular meetings with senior managers
- Maintained client relationships through proactive outreach initiatives
- Created customized presentations for potential investors highlighting the benefits of investing in various products and strategies
- Managed executive email accounts by responding to messages and initiating email conversations with colleagues and clients
- Provided administrative support to Investment Managers by coordinating meetings; preparation of materials for board meetings related to investment activities
Jun 2012 - Dec 2012
7 monthsFrankfurt, Germany
Marketing, PR & Sales Associate
Deutsche, Asset & Wealth Management GmbH
- Assisted in developing strategies for pricing new products or services based on competitor analysis results
- Collaborated with cross-functional teams to develop innovative ideas for new products and services
- Analyzed customer data to evaluate usage patterns and identify areas of improvement for existing products
- Developed comprehensive product strategy documents to ensure efficient team operations and maximize customer satisfaction
- Collaborated with cross-functional teams to ensure successful execution of projects in a timely manner
Aug 2010 - May 2012
1 year 10 monthsAssistant Business Consultant
GS Consultants GmbH
- Travel management and travel expense reporting
- Assisted in the development of client-specific solutions for complex business challenges
Jul 2002 - Sep 2009
7 years 3 monthsManagement Assistant
Mühle Service Provider GmbH
- Liaised with clients on behalf of the management team providing excellent customer service skills
Feb 1996 - Apr 2001
5 years 3 monthsFinancial management and Accounting
Prof. Mäckler Architects
- Monitoring of incoming payments, liabilities, tax returns and tax payments
- Booking and preparation of annual financial statements for holding and operating companies in preparation for the tax consultancy firm
Summary
Dynamic sales professional with a passion for client relationships and customer service.
Possesses an entrepreneurial drive and enthusiasm for success, along with experience in the investment sector.
Committed to providing consistently high level of customer service, with a knack for quickly building rapport with clients.
Languages
German
NativeEnglish
AdvancedFrench
ElementaryEducation
Aug 2022 - Aug 2023
Frankfurt School of Finance & Management
Business Economist · Frankfurt, Germany
Certifications & licenses
Certified Banking Specialist
Certificated Associate In Project Management (PMI) – Level D
IPMA (International Project Management Association)
Certified Professional In Management & Bank Management, Leadership
Frankfurt School Of Finance & Management
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