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Agnieszka (Aga) Zacharjasz profile image

Agnieszka (Aga) Zacharjasz

Head of Membership (volunteering) at Swiss Finance + Technology Association (SFTA)
Intro Book
Seasoned finance professional with expertise in portfolio management and investments.
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Location
Zurich, Zurich, Switzerland, CH
Languages
  • English Professional working proficiency
  • Polish Native or bilingual proficiency
  • German Limited working proficiency
Skills
  • Portfolio Management
  • Management
  • Derivatives
  • Credit Analysis
  • Fx Options
  • Show all
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Bio

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Agnieszka (aga) Zacharjasz is a seasoned finance professional with expertise in portfolio management, derivatives, credit analysis, and investments. She has worked in various roles, including Head of Membership at Swiss Finance + Technology Association (SFTA), Head of Middle Office & Operations at ISP Group, and Senior Team Leader, Head of FCP Poland at Danske Bank. Agnieszka holds a Master's degree in Management and Human Resources from the University of Warsaw and a Bachelor's degree in Economics from the Warsaw School of Economy and IT Technology.

Credentials

  • Leading High performing team
    Danske Bank
    Aug, 2019
    - Apr, 2026
  • ICA Advanced Certificate in Practical Customer Due Diligence
    International Compliance Association
    Sep, 2016
    - Apr, 2026
  • Advanced selling techniques workshop
    Sandler Training
    May, 2012
    - Apr, 2026

Experience

  • Swiss Finance + Technology Association (SFTA)
    • Zurich
    • Head of Membership (volunteering)
      • Feb 2024 - Present
      • Zurich

  • ISP Group
    • Switzerland
    • Financial Services
    • 1 - 100 Employee
    • Head of Middle Office & Operations
      • Oct 2022 - Jan 2024

      People and process management of 2 teams based in Zurich and Lugano. We perform post-trade operations, including: interests / coupons handling, managing corporate actions, cash and securities reconciliation (incl. root cause analysis, corrections, escalation), product opening at SIX, Euroclear, Clearstream, trade settlements management, payments processing.On the top of that, ongoing process improvement within the operating model & strengthening cooperation between the teams.

    • Deputy Head of MidOffice & Head of Operations
      • May 2022 - Oct 2022

      Middle Office & Operations under one management umbrella with a specific goal to strengthen cooperation between Lugano and Zurich team and increase the efficiency of post trade processes

    • Deputy Head MidOffice
      • Aug 2021 - May 2022

      Working closely with Head of MO on day-to-day management of the team with a goal to take over when my boss and mentor retiredDesigning and implementing refreshed operating model with some automated components

  • Danske Bank
    • Denmark
    • Financial Services
    • 700 & Above Employee
    • Senior Team Leader, Head of FCP Poland
      • Nov 2020 - Aug 2021

      I coordinate office and people within Financial Crime Prevention (FCP) in Poland, including Business Continuity Plans and crisis management topics. I have established 4 team in Warsaw and developed 3 team leaders. Teams are responsible for Know Your Customer process for corporate customers across the group. I cooperate with colleagues in different jurisdictions.

    • Senior Team Leader, Site Leader Poland
      • Apr 2020 - Oct 2020

      Established 4 teams/ onboarded 50 KYC specialists in total / developed 3 Team Leaders (mentoring)My team deliver on time with good quality. We gain the most of our skills and knowledge.

    • KYC Team Leader
      • Sep 2017 - Mar 2020

      Established 2 teams / Responsible for stakeholders relationship with 4 jurisdictions (Poland, Germany, UK and Ireland)

    • Senior Relationship Manager
      • Apr 2014 - Aug 2017

      Managing portfolio of large corporates from Denmark and NorwayProjects: - Centralisation of KYC process for Poland, Germany, UK, Ireland- Cash solution for corporate customers with third party vendor

    • International Relationship Manager
      • Nov 2011 - Mar 2014

      Corporate clients services and cooperation with HQ in Copenhagen

  • Bank Pekao
    • Poland
    • Banking
    • 700 & Above Employee
    • Relationship Manager
      • Mar 2008 - Oct 2011

      Corporate customers services (mainly international customers)Project:- Cashless solution for taxi companies in Warsaw

    • Junior FX Trader
      • Feb 2008 - Jan 2009

      Basic FX and Forward Transactions

  • BPH SA
    • Poland
    • Banking
    • 700 & Above Employee
    • Junior FX Trader
      • Jul 2006 - Feb 2008

      Basic FX and Forward Transactions

    • Junior Relationship Manager
      • Feb 2004 - Feb 2008

    • Executive Assistant
      • Apr 2002 - Jan 2004

Education

  • 2001 - 2003
    University of Warsaw
    Master's degree, Management and Human Resources
  • 1998 - 2001
    Warsaw School of Economy and IT Technology
    Bachelor’s degree, Economics
  • XII LO im. Sienkiewicz w Warszawie

Suggested Services

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Industry Focus. “Financial Services”

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