Michael von Orelli

Angestellt, Client Relationship Manager, Swiss Finance & Property Group

Zurich, Schweiz

Fähigkeiten und Kenntnisse

Sales
Business Development
Client Relationship Building
Relationship building
Cold Calling
Event management
Leadership
Collateral (finance)
Higher education
Master's Degree
Teaching
Interest rate
client-focused
Liquidity management
Treasury
Bond
Project management
Risk Management
Broker
Insurance
Swiss market
Lending business
Conferences
Distribution
negotiation skills
Revenue generation
personal initiative
self-driven person
Product Development
SME
English Language
German language
Financial Markets
Securities
Real Estate Investment
Asset Management
Real Estate Asset Management
Sales & Marketing
Salesforce
Funds
Commercial Real Estate
Finanzen

Werdegang

Berufserfahrung von Michael von Orelli

  • Bis heute 2 Jahre und 5 Monate, seit Jan. 2022

    Clients and Sourcing Manager

    SFP Infrastructure Partners

    Integrated investment strategy combining Secondaries, Directs/Co-investments and Primaries to provide stable and risk-adjusted returns. Sector-wise, we have a niche approach that enables access to true infrastructure assets often overlooked by big players.

  • Bis heute 5 Jahre und 11 Monate, seit Juli 2018

    Client Relationship Manager

    Swiss Finance & Property Group

    Fundraising: Raising capital for SFP's real estate investment products. Identifying and engaging potential clients for private real estate transactions. Client Relations: Building and nurturing relationships with investors. Expanding the client base through outreach and personal networks. Strategic Development: Enhancing the sales strategy with CRM integration. Developing and expanding the CRM system. Establishing Single-Family Office clients and facilitating transactions.

  • Bis heute 9 Jahre und 2 Monate, seit Apr. 2015

    Senior Manager & Member of the Board

    Private Corporation

    Overseeing every aspect of day-to-day operations of the event location, including financial control, client satisfaction and facilities management. Assuming direct responsibility for permanent staff. • Taking responsibility for planning, coordination and execution of events for up to 90 members. • Redesign of the corporate identity

  • 1 Jahr und 4 Monate, März 2017 - Juni 2018

    Senior Manager

    Private Corporation

    Leading the remodeling and renovation of our historic clubhouse with a budget of CHF 3 Mio with a special focus towards the operation efficiency and redevelopment of the staff area and kitchen.

  • 2 Jahre und 4 Monate, Okt. 2014 - Jan. 2017

    Senior Product Manager

    SIX Group

    Conducted market research, competitor analysis and evaluation of the client base for the new technology tool enhancing the “Swiss Value Chain”, an infrastructure offering managed by SIX Group, SIX Repo AG and the Swiss National Bank. Evaluated the system in respect of marketability. Headed the team of 4 person in all aspects related to collateral trading and collateral management, with special focus towards front office functionalities and stream lead of GUI development.

  • 9 Monate, Jan. 2014 - Sep. 2014

    Family Time (Extended Leave)

    --

    Sabbatical

  • 3 Jahre und 3 Monate, Okt. 2010 - Dez. 2013

    Sales Repo & Sec Lending / Senior Vice President

    Swiss Reinsurance Company Ltd

    Headed sales effort for the short-term interest rate desk. Expanded the distribution network and cultivated client relationships. Established a short-term interest desk with focus towards liquidity, risk reduction in the funding process and reinvest of excess funds. Enabled Swiss Reinsurance Company’s treasury department to reinvest cash in the CH Repo Market (SNB Repo), participated in the Swiss National Bank bill auction and in the over the counter repo market in all major currencies.

  • 6 Jahre und 3 Monate, Juli 2004 - Sep. 2010

    Sales Fixed Income Lending / Director

    UBS Investment Bank

    Initiated, cultivated and maintained client relationships throughout Europe, Great Britain and the US for the fixed income lending desk. Increased the overall revenue for repo and securities lending versus a variety of fixed income collateral, such as government and semi government debt, corporate debt, emerging market debt and tri-party collateral. Built a securitized financing book to reinvest UBS Investment Bank’s excess cash. Enhanced and further developed the state-of-the-art IT front-end system.

  • 4 Jahre und 11 Monate, Aug. 1999 - Juni 2004

    Research and Teaching Assistant

    Lehigh University

    Educated and advised undergraduate students in the business school while acquiring a bachelor’s and master’s degree.

  • 3 Jahre und 6 Monate, Jan. 1996 - Juni 1999

    Sales Trader Equity Finance

    Credit Suisse

    Enhancing trading capabilities for securities lending though product development. Increasing the customer base by accessing the London base client relationships and cold calling new prospect clients.

  • 5 Jahre, Jan. 1991 - Dez. 1995

    Trader

    Bank Leu

Ausbildung von Michael von Orelli

  • 2018 - 2018

    CUREM – Center for Urban & Real Estate Management

    University of Zurich

  • 11 Monate, Aug. 2001 - Juni 2002

    Economics

    Lehigh University

  • 2 Jahre und 1 Monat, Aug. 1999 - Aug. 2001

    Finance

    Lehigh University, Bethlehem PA,

  • 3 Jahre und 1 Monat, Aug. 1991 - Aug. 1994

    Economics

    KV Business School, Zurich

Sprachen

  • Deutsch

    Muttersprache

  • Englisch

    Fließend

  • Französisch

    Grundlagen

Interessen

SL Cresta Rider (Skeleton)
Cooking

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