Jessica Amanda Taylor

As the Financial Planner for the Suisse Romande Region, my responsibilities include: - Develop and implement the financial planning strategy, more specifically in relation to retirement planning, for all Raiffeisen banks in the Suisse Romande Region - Deliver financial planning for clients - Deliver conferences on FP at client events - Animate workshops, conf'calls and diverse trainings on FP for the Raiffeisen banks - Teach classes on the FP applications at the Raiffeisen Training Centre (Lausanne)

The Jamaica Association in Switzerland's (JAS) mission is to support Jamaica's education system. JAS also brings together Jamaicans living in Switzerland to share the love for our country and come together in fellowship. As the President it is my responsibility to make important decisions, together with Board members, in regards to the projects we take on in Jamaica and the development of the Association as a whole. I lead Board Meetings and the AGM, oversee operations and manage the team of 10 people.

Relationship Manager As a Relationship Manager my main responsibility consistent in providing administrative support to my Relationship Manager colleagues. I mainly scheduled the client meetings and sometimes participated in them, advising clients in regards to investments and financing. Financial Planner As a Financial Planner my job was to prepare financial planning analysis to our HNWI and UHNW clients, with the help of my supervisor. I sometimes participated in client meetings.

As an independent Financial Planner I was responsible for developing my own network of clients and delivering financial planning.

As the Marketing department head, my main responsibilities included: - Managing different events organized with our main ambassador - Managing the company’s corporate communication - Creating the content for our sales support material - Overseeing Marketing projects - Managing the company’s website content and social media accounts - Develop our network of partners across Switzerland - Supporting the Board of Directors in the development of specific projects - Organizing internal events

Modules (advanced): Retirement and pension scheme, taxes, matrimonial law, inheritance planning, assets, real estate, insurance, Financial Planning and law

Modules: Retirement and pension scheme, taxes, matrimonial law, inheritance planning, assets, real estate, insurance, Financial Planning and law

Investments General, Alternative Investments, Mutual Funds & ETFs, Structured Derivatives, Foreign Exchange, Discretionary Mandates, Macro & Markets, Advisory Process (CS), Wealth Management Lending, Inheritance Planning, Pension Scheme, Financing (Mortgages) and Taxes

Banking Introduction, Swiss National Bank & Economy, Basic Services (CS), Financing Introduction, Private Loans, Investing Introduction, Stock Exchange and Forex, Structured Products and Options, Portfolio Management and Investment Banking.

Hospitality Management