Opportunities
Every signal carries the client, the reason, a confidence level, an estimated value, a recommended action and the responsible relationship manager.
Opportunity value by type
Relationship manager coverage
Open opportunity value| Relationship manager | Desk | Clients | Open | Value |
|---|---|---|---|---|
| Beat Baumann | Business Banking | 64 | 19 | CHF 3.95m |
| Sandra Zimmermann | Corporate & Institutional | 60 | 21 | CHF 3.63m |
| Zoé Müller | Business Banking | 62 | 15 | CHF 3.32m |
| Marina Roth | Business Banking | 58 | 11 | CHF 2.98m |
| Thomas Lehmann | Mortgage Advisory | 52 | 11 | CHF 2.91m |
| Jonas Weber | Business Banking | 59 | 10 | CHF 2.85m |
| Olivia Rossi | Private Clients | 54 | 13 | CHF 2.69m |
| Marina Müller | Private Clients | 57 | 12 | CHF 2.59m |
| Client | Type | Reason | Confidence | Value | Recommended action | RM | Status |
|---|---|---|---|---|---|---|---|
| Werner Müller | Investment maturity | Structured position of CHF 625'000 maturing within the quarter. | 67% | CHF 532k | Reinvestment proposal | Thomas Lehmann | Open |
| Marina Lehmann | Investment maturity | Structured position of CHF 612'000 maturing within the quarter. | 94% | CHF 531k | Reinvestment proposal | Beat Baumann | Contacted |
| Beat Zimmermann | Dormant relationship | High-value relationship of CHF 594'000 with no contact in 14 months. | 66% | CHF 509k | Re-engagement outreach | Beat Baumann | Open |
| Fabian Zimmermann | Business growth | Customer receipts up materially, CHF 604'000 in the last quarter. | 86% | CHF 507k | Working capital discussion | Marina Roth | In progress |
| Tanja Steiner | Investment maturity | Structured position of CHF 637'000 maturing within the quarter. | 57% | CHF 497k | Reinvestment proposal | Fabian Perret | Open |
| Nicolas Keller | FX exposure | Recurring foreign-currency settlements of CHF 637'000 without hedging. | 69% | CHF 486k | Corporate FX hedging review | Jonas Weber | Open |
| Rahel Favre | Salary increase | Recurring salary credit increased to CHF 543'000 per month. | 63% | CHF 472k | Savings and pension review | Marina Roth | Contacted |
| Rahel Dubois | Investment maturity | Structured position of CHF 530'000 maturing within the quarter. | 73% | CHF 470k | Reinvestment proposal | Thomas Lehmann | In progress |
| Rhein Logistics SA | Business growth | Customer receipts up materially, CHF 526'000 in the last quarter. | 96% | CHF 468k | Working capital discussion | Sandra Zimmermann | Open |
| Jonas Küng | Investment maturity | Structured position of CHF 557'000 maturing within the quarter. | 58% | CHF 467k | Reinvestment proposal | Jonas Weber | Open |
| Tanja Brunner | Dormant relationship | High-value relationship of CHF 588'000 with no contact in 14 months. | 74% | CHF 462k | Re-engagement outreach | Marina Roth | In progress |
| Valérie Hofer | Salary increase | Recurring salary credit increased to CHF 574'000 per month. | 58% | CHF 433k | Savings and pension review | Sandra Zimmermann | In progress |
| Lukas Bachmann | FX exposure | Recurring foreign-currency settlements of CHF 545'000 without hedging. | 56% | CHF 431k | Corporate FX hedging review | Marina Müller | In progress |
| Bernina Traders GmbH | Potential churn | CHF 535'000 transferred to an external institution over six weeks. | 75% | CHF 425k | Retention conversation | Beat Baumann | Open |
| Jura Energy SA | Pension planning | Pillar 3a contributions below the annual maximum; CHF 584'000 shortfall. | 79% | CHF 417k | Retirement planning appointment | Céline Lehmann | Open |
| Daniel Baumann | Salary increase | Recurring salary credit increased to CHF 487'000 per month. | 89% | CHF 416k | Savings and pension review | Marina Roth | Contacted |
| Zoé Vogel | Salary increase | Recurring salary credit increased to CHF 613'000 per month. | 58% | CHF 395k | Savings and pension review | Fabian Perret | Open |
| Reto Lehmann | Mortgage renewal | Mortgage balance of CHF 549'000 approaching renewal. | 55% | CHF 393k | Relationship manager contact | Zoé Graf | Open |
| Rahel Jacquier | Unusual deposit | Single inbound movement of CHF 438'000 outside the client's normal pattern. | 59% | CHF 391k | Courtesy call and suitability review | Werner Jacquier | Open |
| Alpine Energy AG | Salary increase | Recurring salary credit increased to CHF 561'000 per month. | 66% | CHF 386k | Savings and pension review | Andrea Roth | In progress |
| Lukas Vogel | Salary increase | Recurring salary credit increased to CHF 614'000 per month. | 63% | CHF 383k | Savings and pension review | Rahel Zimmermann | Contacted |
| Sandra Perret | Mortgage renewal | Mortgage balance of CHF 557'000 approaching renewal. | 68% | CHF 379k | Relationship manager contact | Zoé Graf | Open |
| Limmat Medtech AG | FX exposure | Recurring foreign-currency settlements of CHF 590'000 without hedging. | 61% | CHF 377k | Corporate FX hedging review | Werner Lehmann | Open |
| Aare Logistics SA | Unusual deposit | Single inbound movement of CHF 566'000 outside the client's normal pattern. | 87% | CHF 376k | Courtesy call and suitability review | Jonas Weber | Contacted |
| Marina Meier | Business growth | Customer receipts up materially, CHF 498'000 in the last quarter. | 72% | CHF 375k | Working capital discussion | Zoé Müller | In progress |
| Nicolas Favre | Potential churn | CHF 522'000 transferred to an external institution over six weeks. | 78% | CHF 373k | Retention conversation | Olivia Rossi | In progress |
| Patrick Frei | Salary increase | Recurring salary credit increased to CHF 443'000 per month. | 93% | CHF 368k | Savings and pension review | Céline Lehmann | Open |
| Hans Graf | Investment maturity | Structured position of CHF 571'000 maturing within the quarter. | 83% | CHF 367k | Reinvestment proposal | Thomas Lehmann | Open |
| Gabriela Perret | Unusual deposit | Single inbound movement of CHF 437'000 outside the client's normal pattern. | 78% | CHF 358k | Courtesy call and suitability review | Sandra Zimmermann | Open |
| Helvetic Traders AG | Investment maturity | Structured position of CHF 603'000 maturing within the quarter. | 70% | CHF 356k | Reinvestment proposal | Marina Müller | In progress |
| Rhein Systems AG | High-value liquidity | Idle cash balance of CHF 420'000 following an inbound transfer. | 70% | CHF 356k | Investment advisory contact | Marina Müller | Open |
| Corinne Frei | FX exposure | Recurring foreign-currency settlements of CHF 553'000 without hedging. | 93% | CHF 344k | Corporate FX hedging review | Zoé Müller | Contacted |
| Rahel Berger | Unusual deposit | Single inbound movement of CHF 482'000 outside the client's normal pattern. | 57% | CHF 343k | Courtesy call and suitability review | Jonas Weber | In progress |
| Urs Roth | Salary increase | Recurring salary credit increased to CHF 467'000 per month. | 79% | CHF 340k | Savings and pension review | Patrick Frei | Contacted |
| Bernina Traders AG | Potential churn | CHF 462'000 transferred to an external institution over six weeks. | 88% | CHF 339k | Retention conversation | Fabian Perret | In progress |
| Urs Perret | Potential churn | CHF 539'000 transferred to an external institution over six weeks. | 92% | CHF 338k | Retention conversation | Lukas Marti | In progress |
| Thomas Marti | High-value liquidity | Idle cash balance of CHF 448'000 following an inbound transfer. | 77% | CHF 337k | Investment advisory contact | Zoé Müller | In progress |
| Gotthard Consulting Holding AG | Business growth | Customer receipts up materially, CHF 526'000 in the last quarter. | 71% | CHF 333k | Working capital discussion | Werner Lehmann | Contacted |
| Jonas Lehmann | Dormant relationship | High-value relationship of CHF 547'000 with no contact in 14 months. | 66% | CHF 331k | Re-engagement outreach | Zoé Müller | Open |
| Nadine Vogel | Mortgage renewal | Mortgage balance of CHF 394'000 approaching renewal. | 76% | CHF 329k | Relationship manager contact | Thomas Lehmann | Open |
| Säntis Systems GmbH | High-value liquidity | Idle cash balance of CHF 537'000 following an inbound transfer. | 65% | CHF 329k | Investment advisory contact | Patrick Frei | Contacted |
| Helvetic Energy Holding AG | Pension planning | Pillar 3a contributions below the annual maximum; CHF 385'000 shortfall. | 82% | CHF 327k | Retirement planning appointment | Olivia Rossi | In progress |
| Daniel Roth | FX exposure | Recurring foreign-currency settlements of CHF 486'000 without hedging. | 90% | CHF 323k | Corporate FX hedging review | Marina Roth | Open |
| Nadine Hofer | Potential churn | CHF 395'000 transferred to an external institution over six weeks. | 76% | CHF 322k | Retention conversation | Zoé Müller | In progress |
| Matthias Suter | Investment maturity | Structured position of CHF 596'000 maturing within the quarter. | 55% | CHF 320k | Reinvestment proposal | Jonas Weber | Open |
| Urs Graf | Unusual deposit | Single inbound movement of CHF 602'000 outside the client's normal pattern. | 76% | CHF 318k | Courtesy call and suitability review | Beat Baumann | Open |
| Olivia Egger | Mortgage renewal | Mortgage balance of CHF 440'000 approaching renewal. | 82% | CHF 318k | Relationship manager contact | Werner Lehmann | Open |
| Matthias Baumann | Potential churn | CHF 615'000 transferred to an external institution over six weeks. | 71% | CHF 317k | Retention conversation | Jonas Weber | Open |
| Jura Medtech Holding AG | Potential churn | CHF 527'000 transferred to an external institution over six weeks. | 88% | CHF 316k | Retention conversation | Marina Roth | Contacted |
| Elena Steiner | High-value liquidity | Idle cash balance of CHF 453'000 following an inbound transfer. | 60% | CHF 316k | Investment advisory contact | Olivia Rossi | Open |