Clients
Gabriela Jacquier
RetailIndividual · Client since 2018 · Bern, BE · KYC: Enhanced
Relationship manager
Olivia Rossi
Private Clients · Winterthur
Cash
CHF 171k
Deposits
CHF 286k
Investments
CHF 0
Lending
CHF 2.14m
Net flow 30d CHF 38k
Relationship summary
Synthetic banking dataPrivate client in the Retail segment, with the bank since 2018 and based in Bern. Total deposits CHF 286'300, investments CHF 0, lending CHF 2'143'000. Net flow over the last 30 days is CHF 37'900, and a Fixed mortgage of CHF 2'143'000 renews in 671 days. 1 opportunity signal is currently open.
- Mortgage renewal
- CHF 273'500 · Relationship manager contact
Accounts
| Type | IBAN | Currency | Balance |
|---|---|---|---|
| Current | CH22 0076 5583 3080 1327 5 | CHF | CHF 171'300 |
Lending
| Facility | Detail | Rate | Balance |
|---|---|---|---|
| Mortgage | Fixed · Renditeobjekt, Bern · renews in 671 d | 1.63% | CHF 2'143'000 |
Opportunities and signals
| Type | Reason | Confidence | Value | Action |
|---|---|---|---|---|
| Mortgage renewal | Mortgage balance of CHF 316'000 approaching renewal. | 75% | CHF 274k | Relationship manager contact |
Recent transactions
Latest 12| Date | Description | Channel | Amount |
|---|---|---|---|
| 2026-08-12 | Elektrizitätswerk | Standing order | CHF -5'473 |
| 2026-07-27 | Coop Supermarkt | SWIFT | CHF -152 |
| 2026-07-24 | Digitec Galaxus | Internal | CHF 6'666 |
| 2026-07-17 | Versicherung Zurich | Standing order | CHF 4'981 |
| 2026-07-03 | Elektrizitätswerk | Card | CHF -250 |
| 2026-06-28 | Swisscom | Card | CHF 8'867 |
Interactions
- Email2026-01-08
Portfolio performance review meeting.