Jörg S.
Strategy Consultant and Specialist for Premium Customer Experiences
Experience
Mar 2021 - Present
4 years 6 monthsStrategy Consultant and Specialist for Premium Customer Experiences
Freelance
- Consulting and specializing in premium customer experiences.
Sep 2020 - Mar 2021
7 monthsTraining to Become a Specialist in Premium Customer Experiences
Self-employed
- Hands-on training in premium customer experiences.
Jun 2020 - Sep 2020
4 monthsProject Manager / Private Banking Client Advisory Assistant
DZ Privatbank S.A.
- Support in client advisory for Private Banking.
Apr 2019 - Jun 2020
1 year 3 monthsSabbatical as a Digital Nomad
- Stays in various countries such as Israel, Florida, and South Africa.
May 2015 - Apr 2019
4 yearsFrankfurt 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 yearFrankfurt 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 monthsFrankfurt 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 monthsBeijing, 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 monthBonn, Germany
Private Banking Trainee
Deutsche Bank Privat- und Geschäftskunden AG
- Trainee in Private Banking.
Jan 2007 - Dec 2010
4 yearsRelevant 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 monthsCologne, Germany
Customer Service Center Representative
Allianz-Versicherungs-AG
- Customer service activities at Allianz Insurance.
Languages
German
NativeEnglish
AdvancedEducation
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
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