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Nisha Global
- Global Recruitment Manager
2016 - maintenant
Our Mission:
We focus, pin-point and locate high quality candidates, delivering only those that are a true match and a great fit for your needs.
Our Challenge:
Your talent is the single biggest competitive value proposition you possess. We know how to deliver this talent and help make your company the success you believe it should be.
Our Methodology:
Using an advanced, unique, and highly dynamic sourcing model, the team researches the market, compiling a focused and targeted candidate list, suited to your specific requirements and needs.
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Lc Vc
- Independent Investment Advisor
2014 - maintenant
Paving the bridge between Switzerland a leading country for Banking services and Israel being known for its cutting-edge technology, I am working with Family Offices, VC funds and Private Investors to participate to the Start-up nation growth, introducing Israeli Start-ups to Investors.
Participating in the biggest Events:
- Mixii - Israel Innovation Conference in Tel Aviv on May 2014
- Entrepreneurial Race at Ecole Polytechnique Fédérale de Lausanne on Sept 2014
- Angel Days - Early stage start-us at EPFL on Nov 2014
- Israel DealMaker Summit in New York on March 2015.
Fundamentals of Alternative Investments Certificate Program - CAIA
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Crédit Suisse
- Relationship Manager Israel
Paris
2011 - 2014
Key responsibilities:
- Service a portfolio of HNW private clients living in Israel,
- Provide high quality relationship service and supply full investment advice,
- Actively update clients on market movements, investment opportunities and recommend appropriate financial solutions,
- Travel regularly to Israel in order to visit existing clients and develop the client book through active networking,
- Adhere to defined business plans and achieve challenging financial objectives.
GFLC Global Frontline Certification PB EMEA RM.
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UBS Wealth Management Intl Geneva
- Portfolio Manager
2009 - 2011
Key responsibilities:
- Co-manage 400 Mio CHF invested in UBS discretionary solution,
- Implementation of new discretionary mandate and trade coordination,
- Tailored investment proposals containing personal instructions given by the clients,
- Take a lead role in the discussion on macroeconomic outlook, portfolio positioning and performance with client advisors and clients,
- Participate in the team various tasks such as risk management, position monitoring, produce portfolio manager reports.
Wealth Management Diploma - Advanced
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UBS Wealth Management Intl Geneva
- Junior Client Advisor CorA France
2006 - 2009
Key responsibilities:
- Advisory on Lead offering products: mandates solutions, investment funds, structured products, lending, succession planning,
- Review & analyse portfolios' performances,
- Answer and satisfy French client queries,
- All diary administrative needs of client advisors, preparation of visits and meeting,
- Group coordinator for 5 colleagues: training and coaching for new joiners.
Wealth Management Diploma UBS - Basic, Technical Skills Review (TSR)
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Rothschild &Cie Gestion Paris
- Stage
2005 - 2006
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Comptoir des Cotonniers Toulouse
- Stage Direction Financiere
2004 - 2005
