Jörg S. - Strategy Consultant and Specialist for Premium Customer Experiences | FRATCH

en
de

Berlin, Germany

Experience

Mar 2021 - Present

4 years 10 months

Strategy Consultant and Specialist for Premium Customer Experiences

Freelance

Consulting and specializing in premium customer experiences.

Sep 2020 - Mar 2021

7 months

Training to Become a Specialist in Premium Customer Experiences

Self-employed

Hands-on training in premium customer experiences.

Jun 2020 - Sep 2020

4 months

Project Manager / Private Banking Client Advisory Assistant

DZ Privatbank S.A.

Support in client advisory for Private Banking.

Apr 2019 - Jun 2020

1 year 3 months

Sabbatical as a Digital Nomad

Stays in various countries such as Israel, Florida, and South Africa.

May 2015 - Apr 2019

4 years

Frankfurt am Main, Germany

Team Lead Sales and Acquisition Coordination, Department Director

Bethmann Bank AG

Implementation and management of bank-wide acquisition processes and standards.
Leadership of two teams in corporate strategy and development (total of 5 employees).
Deputy Epic Owner for international projects replacing the CRM system Sales Logix with Microsoft Dynamics 365.

Jun 2014 - May 2015

1 year

Frankfurt am Main, Germany

Wealth Consultant / Product Specialist

Bethmann Bank AG

Developing tailored solutions for UHNWI clients.
Liaison between involved departments and sales.

Apr 2013 - Jun 2014

1 year 3 months

Frankfurt am Main, Germany

Officer Special Relations

Bethmann Bank AG

Central support for sales in acquiring new UHNWI clients.

Apr 2011 - Dec 2012

1 year 9 months

Beijing, China

Project Analyst in Business Development

Deutsche Bank (China) Co., Ltd. Beijing Branch

Project management as part of a change of control implementation.
Responsible for transferring client relationships (internal and external) and managing the product portfolio.

Apr 2010 - Apr 2011

1 year 1 month

Bonn, Germany

Private Banking Trainee

Deutsche Bank Privat- und Geschäftskunden AG

Trainee in Private Banking.

Jan 2007 - Dec 2010

4 years

Relevant Internships/Working Student Roles During Studies

Internships and working student roles each for at least 3 months at:
Deutsche Bank AG, PWM, Key Client.
Consulting Korff & Schlüter, Steinfurt.
Management, Frankfurt.
IMCD Deutschland GmbH, Wholesale, Cologne.
DWS Investments GmbH, Insti-Sales, Frankfurt.
Flossbach & von Storch AG, Family Office, Cologne.

Jul 2004 - Dec 2004

6 months

Cologne, Germany

Customer Service Center Representative

Allianz-Versicherungs-AG

Customer service activities at Allianz Insurance.

Languages

German

Native

English

Advanced

Education

Aug 2008 - Jan 2009

Dongbei University of Economics and Finance (DUFE)

Dalian, China

Feb 2007 - Jul 2007

Università per Stranieri di Siena and Tor Vergata Rome

Roma, Italy

Oct 2004 - Oct 2009

University of Applied Sciences Cologne

Diplom Kaufmann · Banking and Finance, specialization in Asset Management · Cologne, Germany · 2.0

...and 3 more

Certifications & licenses

Systemic ECA Coach

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