Christian Carlsson

• Company Overview: Exante is a investment company that provides direct access to the financial markets through our client-centric trading and investment solutions
• With a decade of experience delivering bespoke service to our clients, we are licenced by the FCA(UK), CySEC(Cyprus) and SFC(Hong Kong) and our footprint extends across 20+ global locations including London, Cyprus, Malta and Hong Kong
• Senior Account Manager for global high end clients both private investors and companies
• With a decade of experience delivering bespoke service to our clients, we are licenced by the FCA(UK), CySEC(Cyprus) and SFC(Hong Kong) and our footprint extends across 20+ global locations including London, Cyprus, Malta and Hong Kong
• Provided valuable input during product development discussions, ensuring alignment with customer needs and expectations.
• Enhanced communication between departments for more effective problem-solving and collaboration.
• Increased revenue for the company through strategic upselling and cross-selling initiatives.

• Conduct marketing research to identify industry trends and commercial opportunities
• Develop and implement a marketing strategy according to objectives and budget
• Study company profile and operations to understand its marketing needs
• Provide advice on branding, positioning, communications and other marketing issues
• Develop and nurture long term relationship with in house teams and external vendors
• Give direction to marketing efforts with the most effective methods and tools
• Keep abreast of emerging trends and share best practices knowledge and insights

Client: Morgan Madison

• (Interior design products, fragrance), Henrik Lundqvist by Morgan Madison Fragrances (I created the contact, concept and designed the logo and bottle), prospect research, contract with retailers globally

Client: Carl Edmond - Fashion Watchmaker

• I created a new concept to target a new segment in a more clear way and with new product lines
• Leveraged industry best practices to drive continuous improvement efforts within client organizations.
• Broadened improvement initiatives, troubleshooting problems for corrective action.
• Optimized resource allocation by identifying inefficiencies and implementing cost-saving measures.
• Evaluated market trends and competitor analysis, informing strategic decision-making for clients.
• Restructured procedures through coordination with compliance director to create and execute projects.

• Company Overview: www.larsfriends.com
• Founder of Lars & Friends Sweden AB
• Product designer of Fero System Pro Series 4.0
• 3PL experience, SoMe & Influencer network
• Builded up a retail network in Europe
• Developed a Shopify webshop
• Www.larsfriends.com
• Managed day-to-day business operations.
• Developed and maintained strong relationships with clients, resulting in repeat business and referrals.
• Negotiated contracts with suppliers for better pricing and terms, reducing overall costs for the business.
• Managed financial aspects of the business, including budgeting, financial reporting, and tax preparation.
• Monitored market conditions to set accurate product pricing and take advantage of emerging trends.
• Implemented marketing strategies to increase brand awareness and attract new customers.
• Organized and attended trade shows and special events to showcase products, network with other businesses and attract new customers.
• Fostered strong relationships with clients to boost retention rates, conducting regular feedback sessions.

• Building network in Austria within the Scandinavian/International segment
• EIP Certified financial advisor for private & corporate clients in Austria
• Maintained up-to-date knowledge of industry trends, staying ahead of competitors in offering innovative solutions for wealth management challenges.
• Delivered presentations at industry events to showcase expertise in private banking services, attracting prospective clients.
• Collaborated with cross-functional teams to provide seamless support for diverse client needs.
• Assisted clients in achieving their long-term financial goals by offering comprehensive financial planning services.
• Increased assets under management through proactive client outreach and portfolio reviews.
• Developed new business opportunities by networking with high-net-worth individuals and referral sources.

• Company Overview: Fondita is an independent fund management company focusing on small and mid cap equities in the Nordics & Europe
• Working towards institutional & private clients nationwide
• Hold seminars nationwide
• Building up a third-party distribution in Sweden
• Active writer in social media with financial topics
• Fondita is an independent fund management company focusing on small and mid cap equities in the Nordics & Europe

• Company Overview: Private Equity company in Zurich, Switzerland
• Venture capital firm specializing in early stage investments
• Coldcalls to private investors
• Seminars for investors on a daily basis
• Creating leads & networking
• Managing clients portfolio in cooperation with international banks
• Private Equity company in Zurich, Switzerland
• Venture capital firm specializing in early stage investments
• Self-motivated, with a strong sense of personal responsibility.
• Excellent communication skills, both verbal and written.

• Company Overview: Nordea is the largest financial services group in the Nordic region & one of the biggest banks in Europe with international Private Banking in Luxembourg & Switzerland
• Rewarded for excellent client service internal
• Rewarded in Nordea International (CH & LUX) Sales course with Fast Training
• Sold Capital Assurance from Lombard & external investment products
• Building a new client-portfolio & existing client portfolio
• Networking in Europe
• Nordea is the largest financial services group in the Nordic region & one of the biggest banks in Europe with international Private Banking in Luxembourg & Switzerland
• Maintained up-to-date knowledge of industry trends, staying ahead of competitors in offering innovative solutions for wealth management challenges.
• Led sales initiatives that contributed to the growth of the bank''s high-net-worth clientele base over time.
• Optimized portfolio performance by regularly monitoring investment allocations and recommending adjustments as needed.
• Enhanced client satisfaction by providing personalized banking solutions and exceptional customer service.

• Company Overview: One of the leading banks in the Nordic region & Europe´s most cost-effective bank and one of the most solid bank worldwide
• Successfully reached the yearly goal for 2009 in June
• Advisor for more than 100 clients working in team with tax- and assurance experts
• Sold Capital Assurance from Lombard & other external investment products
• One of the leading banks in the Nordic region & Europe´s most cost-effective bank and one of the most solid bank worldwide
• Managed complex transactions, ensuring accurate execution while minimizing potential risks.
• Maintained up-to-date knowledge of industry trends, staying ahead of competitors in offering innovative solutions for wealth management challenges.
• Collaborated with cross-functional teams to provide seamless support for diverse client needs.
• Led sales initiatives that contributed to the growth of the bank''s high-net-worth clientele base over time.
• Increased assets under management through proactive client outreach and portfolio reviews.
• Developed new business opportunities by networking with high-net-worth individuals and referral sources.
• Conducted thorough due diligence on prospective investments to ensure alignment with clients'' objectives and risk tolerance levels.

• Company Overview: Ancoria Ltd founded 1987
• The company services the saving & investment requirements by specializing in customized life insurance policies
• Teamleader for the advisory team & Member of the team strategic planning
• Responsible for developing the strategy for the respective market, value proposition, new acquisition, compliance and regulatory issues
• Launched 3 Fund of funds, Best performing FoF in Sweden 2007
• Featured speaker at seminars for more than 2000 clients & prospects
• Management of own book of clients
• Training sales staff
• High client service standard, organization, advice planning, ethics
• Performing monitoring and reports presentations for the board
• Rewarded No1 in raising new capital
• Improved team morale by creating a positive work environment through open communication and regular feedback sessions.
• Participated in regular management meetings, providing valuable input on front desk operations and collaborating with colleagues to develop strategies for overall success.