Alessandra Ehmer

• Conducted research on market trends to provide insights for strategic planning.
• Reduced risk with diligent research and analysis of market trends.
• Practiced confidentiality protocols safeguarding sensitive client information.
• Contributed to market research initiatives, gaining valuable industry insight.
• Utilised Excel functions for complex financial modelling exercises.
• Reported on overall portfolio management, outlining progress, issues and forecasting for effective planning.
• Created detailed financial plans and investment portfolios.
• Protected client interests, researching all possibilities for favoured outcomes.
• Calculated project ROI to evaluate and report on financial benefits and risks.

Assisted in completion of four-week internship at Bendura Bank in Liechtenstein within compliance department of private bank.

Supported production of due diligence and KYC reports for new client onboarding to aid regulatory compliance across multiple jurisdictions.

• Played a pivotal role in resolving complex customer queries swiftly, ensuring customer satisfaction.
• Delivered superior customer service to ensure client satisfaction and retention.
• Coordinated with client relationship managers to evaluate risk profiles and assist in adherence to AML/CFT regulations during onboarding process.