Angelika Brooker - Consultant - Company succession

Recommended expert

Offenbach am Main, Germany

Experience

Apr 2022 - Present

3 years 10 months

Consultant - Company succession

Brooker 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 sector

Sep 2021 - Mar 2022

7 months

Wiesbaden, 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 month

Frankfurt, 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 months

Frankfurt, Germany

ETF Sales Support

DWS International GmbH

Coordinated internal stakeholders for targeted sales activities
Participated in weekly meetings with senior management team to discuss current trends in the markets and review portfolios
Analyzed 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

Jan 2017 - Mar 2017

3 months

Frankfurt, Germany

Program Processing Officer

Frankfurt School of Finance & Management

May 2016 - Dec 2016

8 months

Frankfurt, 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 months

Frankfurt, 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 and preparing materials for board meetings related to investment activities

May 2014 - Sep 2015

1 year 5 months

Management Assistant - Product Management EMEA

Wallstreet Institut – School of English

Nov 2013 - Jan 2014

3 months

CRM Project Management

SKILL Software GmbH

Analysis and implementation of customer data with CRM software

Jun 2012 - Dec 2012

7 months

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

Aug 2010 - May 2012

1 year 10 months

Assistant Business Consultant

GS Consultants GmbH

Managed travel arrangements and travel expense reports
Assisted in the development of client-specific solutions for complex business challenges

Oct 2009 - May 2010

8 months

Marketing, PR & Sales Associate

DTP Academy Rhein Main 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

Jul 2002 - Sep 2009

7 years 3 months

Management 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 months

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.

Skills

Corporate Succession Planning
Business
Asset Management
International - Etf Sales
Asset Management - Global Real Estate
Investment Banking - Asset Management
Corporate Finance And Securities
Asset And Wealth Management - Product Management
Transaction Banking
European Structured Fund
Coo – Asset Management Investment
Project: Digitalization Technologies In Securities Trading
Transaction Banking
Professional Demeanor
Banking Industry Experience
Client Engagement
B2b Sales And Client Service
Client Account Management
Relationship Building
Salesforce Proficiency
Strong Numeracy Skills
Proficient It Skills
Reliable And Responsible
Listening Skills
Problem-solving Skills
Excellent People Skills
Outgoing Personality
Goal-oriented
Complex Problem-solving
Conflict Resolution
Adapt To Diverse Groups
Microsoft Office Suite (Word, Excel, Powerpoint, Outlook)
Travel Management
Travel Expense Report
Crm
Salesforce
Microsoft Dynamiks
Clarity Project And Portfolio Management

Languages

German

Native

English

Advanced

French

Elementary

Education

Aug 2022 - Aug 2023

Frankfurt School of Finance & Management

Business Economist · Business Economist · Frankfurt, Germany

Certifications & licenses

Certificated Associate In Project Management (PMI) – Level D

IPMA (International Project Management Association)

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Experience

Consultant - Company succession

Brooker Client Solutions

Officer - Euro Structural Fund

WIBank

Client Relationship Manager

Credit Suisse Asset Management GmbH

ETF Sales Support

DWS International GmbH

Program Processing Officer

Frankfurt School of Finance & Management

Administrative Associate - Transaction Banking

KfW Banking Group

Senior Management Assistant – Investment Banking

Deutsche Bank AG

Management Assistant - Product Management EMEA

Wallstreet Institut – School of English

CRM Project Management

SKILL Software GmbH

Marketing, PR & Sales Associate

Deutsche, Asset & Wealth Management GmbH

Assistant Business Consultant

GS Consultants GmbH

Marketing, PR & Sales Associate

DTP Academy Rhein Main GmbH

Management Assistant

Mühle Service Provider GmbH

Accounting

Prof. Mäckler Architects

Summary

Skills

Languages

Education

Frankfurt School of Finance & Management

Business Economist · Business Economist · Frankfurt, Germany

Certifications & licenses

Certificated Associate In Project Management (PMI) – Level D

IPMA (International Project Management Association)

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