Carla
Gallinari

Dès l’enfance, ma sensibilité à l’humain et l’étude de ses comportements ont été le point déclencheur d’un parcours initiatique personnel et professionnel. En vivant, ce que je croyais être des vies opposées – profession dans la finance & formations dans les thérapies – j’ai appris que tout est complémentaire et que l’équilibre peut se trouver dans toute situation ou état d’être. Mon objectif est de rétablir l’équilibre du lien entre l’esprit, le mental et le corps afin de redonner à la personne son pouvoir créateur sur sa vie et les changements qu’elle souhaite concrétiser. Pour ce faire, j’utilise des outils variés comme l’hypnose, l’EFT, la médiumnité, les sons, les couleurs, les plantes, les pierres afin d’accompagner au mieux cette transformation en séance et à la maison.

Client Development & Proactivity

• • Client relationship
    • Providing corporate banking solutions such as credit, Forex, cash management products to Swiss & international companies
    • Negotiations with CFOs and Treasurers on credit lines, interest rates, compliance issues. When defining a customized solution, I elaborate apropriate and convincing arguments to create commitment and engagement on the Client side
    • Client meeting preparation : analyse its financials and business model to search for new opportunities and provide the Client with an innovative solution.
    • Analyzing the audited financial statements, writing and advocating credit-line requests to the bank Credit Committee 2-3 times per month.
    • Handling confidential data with the highest diligence and confidentiality.
• Coordinating with the administrative team that the answers are given to Clients in time allotted.
• CollaboratingwithSwiss and international banks on syndicated loans.
• Cross-division collaboration : daily interactions withvariousdepartments of the bank to collaborate on common Clients or target new ones to achieve objectives.
• Reporting : monthlyanalysis of the portfolio revenues and KPIs to define newgrowth-oriented strategies.

Project Management

• Leading and managing a key Swiss-based project at an international bank :
  • Leading an internal project on repositioning the offering (18 months, CHF 2.5mn worth project), writing a detailed business case for the Swiss Corporate CEO for each Client. The objective was to decide whether to maintain, shift or exit these relationships
  • Coordinating the hand-over with 6 departments in Zurich and Geneva and externally, informing the Clients about the new pricing, obligation to open a new account and suppression of important services which had negative consequences on the Client business model.
• Crisis management : managing the Client communication wheninforming about the Bank decision to cut the credit line, block transactions or withdraw a product.
• Acting, in addition to myresponsibilities, as a Foreign Exchange specialist for my business unit at UBS :
• Coaching and training Client Advisors, doing Client meetings withthem, following-up their action plans and tracking the results and improvement to beimplemented.
• Presenting monthly results during team meetings or regional meetings and organizing Client event.

• Subsidizing 2 children education in Myanmar, Enfants de Birmanie, Belgium since 2013
• Surya World Association, organizing the visit of Indian Masters in Switzerland starting soon
• Soup kitchen + Mother Sofia Foundation: volunteer in a homeless shelter occasionally
• AIESEC, International Student Association at Lausanne University 2004-2006
o Career Days: Teamleader of 8 people to organize the annual event
o International Career Days in collaboration with the Swiss Federal Dpt of Foreign Affairs

Compétences : Gestion d’entreprise