Open to opportunities

Forester Simao

@forestersimao

Experienced financial advisor specializing in private markets, client relationship management, and alternative investments.

Switzerland

Message

What I'm looking for

I seek client-facing roles in private wealth or alternative investments where I can apply advisory, product development and relationship management skills to grow client portfolios and business.

I am an experienced financial advisor with a Master of Science in Banking & Finance and a strong track record in wealth management, client relationship management, and private market investments. I bring resilience and discipline from a prior professional sports career and deliver tailored solutions in French, English, and German.

My professional background includes roles in private wealth client solutions, consulting for financial services and FinTechs, and hands-on wealth management experience managing hundreds of client meetings and high-net-worth portfolios. I am currently deepening my expertise in alternative investments as a CAIA candidate and through work with private market platforms.

I combine analytical, strategic thinking and high client orientation with practical experience in product development, marketing materials, onboarding optimization and regulatory-compliant investment solutions. I seek roles where I can leverage client-facing advisory skills and private markets knowledge to drive client outcomes and business growth.

Experience

Work history, roles, and key accomplishments

Current

Client Solutions Associate

Current

Private Wealth

Oct 2024 - Present (11 months)

Supported the Private Wealth Team in day-to-day client management across open- and closed-ended funds and produced tailored marketing materials; developed comprehensive knowledge of private market investments and firm product strategies.

Client Relationship Management Performance Analysis French English German

Independent Strategy Consultant

Sep 2021 - Oct 2024 (3 years 1 month)

Founded a consulting firm for financial services, analyzing business strategies and identifying growth opportunities for FinTech clients while developing compliant investment products.

Business Strategy Fintech Product Development Regulatory Compliance Market Analysis Python

Client Relationship Manager

CG24 Group

May 2022 - Dec 2022 (7 months)

Acquired and managed corporate clients—focusing on French-speaking regions—and optimized onboarding processes to enhance client satisfaction and retention during a fixed-term contract.

Client Acquisition Onboarding Relationship Management French CRM

Financial Analyst (Contract)

Deloitte AG

May 2019 - Aug 2019 (3 months)

Performed financial analysis for a corruption and money-laundering investigation on a project-based contract, delivering detailed analytic support to the investigation team.

Financial Analysis Forensic Accounting AML Investigation Excel Report Writing

Associate Consultant

VZ VermögensZentrum

Dec 2016 - Sep 2018 (1 year 9 months)

Conducted over 300 wealth management meetings delivering personalized financial advice, acquired new clients and built long-term relationships to ensure client loyalty.

Wealth Management Financial Planning Relationship Building Portfolio Review Sales

Client Advisor Assistant

UBS Schweiz AG

Dec 2015 - Oct 2016 (10 months)

Supported senior advisors in managing high-net-worth client portfolios, improving customer service and operational efficiency through detailed preparation and follow-up.

HNW Support Portfolio Administration Client Services Documentation German French

Qualified Professional

VZ Insurance Services

Jan 2014 - Nov 2015 (1 year 10 months)

Provided administrative support for Key Account Management of corporate client portfolios, including preparation of tenders and insurance analyses.

Insurance Analysis Corporate Risk Assessment

Assistant Real Estate Insurance

Foncia Schweiz

Jul 2012 - Dec 2013 (1 year 5 months)

Managed survey, review and renewal of building insurance policies and maintained contact with property managers to ensure policy accuracy and continuity.

Client Communication Risk Assessment Administration