Experience

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  UBS

  • Switzerland
  • Financial Services
  • 700 & Above Employee

  • Head Digital with Human Advice Client Initiative (Germany) and GWM Integration Office Lead

    • Aug 2021 - Present

    Leading a global initiative team to implement the digital with human advice service model (front-to-back implementation):• Define client acquisition strategy and implement self-service capabilities (e.g., on-boarding, client life-cycle management/CLM) with personalized client experience• Create a modular and focused offering tailored to client needsDrive as Integration Office Lead the GWM Credit Suisse integration:• Analyze and define the target operating model of the former Credit Suisse locations

  • Head IT Change-the-Bank Portfolio Management and Project Execution

    • Nov 2017 - Aug 2021

    Responsible for the Wealth Management Omni-Channel (2017-2019) and Front-Support-Model (2019-2021) change-the-bank digital strategy programs (budget up to 45 mio. CHF)Line Manager of the business management, portfolio and project management team (~20 people)Define the digital strategy and ensure delivery along multi-year roadmaps via agile deliver setupDigitize client advisor and operation processes: on-boarding, client life-cycle management, pricing, chatbot, WhatsApp, client relationship management systems and advisory journeysSetup, prepare and execute senior management governance meetings

  • CIO/IT Head Lending and Financing

    • Oct 2016 - Jan 2018

    Head of the IT WM lending/financing area, covering mortgages, lombard, loans, credit processing/collaterals, UBS Atrium (platform for financing investment properties) and until 04/2017 life insurance CH/APAC. - Leading four delivery teams (up to 70 people) - Responsible for the lending projects covering One Wealth Management Platform and Digital Client Experience Strategy

  • IT Manager/Head Business Analysis and Project Management Client Servicing

    • Apr 2015 - Oct 2016

    Leading business analysts, project and program managers in client servicing in CH and Poland, including vendor management and strategy- Responsible for five teams of business analysts, project and program managers (~35 people) for Sales/Marketing, Quotes/Market Data System, Suitability Rule Engine, WM Research, Tax & Mgmt. Information System

  • Lead Program Business Analyst Advisory

    • Nov 2012 - Nov 2015

    Business Analysis for WM Research, Asset Review, Wealth Planning & Financial Advisory in the Advisory/Sales & Investment Process

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  Bank Sal. Oppenheim jr. & Cie. (Switzerland) Ltd.

  • Zürich und Umgebung, Schweiz

  • System Engineer / Project Management

    • Jan 2009 - Oct 2012
    • Zürich und Umgebung, Schweiz

    IT Project Manager for- Legal & Compliance (KYC, Transaction Screening)- Account opening and closing procedure- Server and Desktop Virtualisation

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  Bank Sal. Oppenheim jr. & Cie.

  • Luxembourg

  • IT Administrator

    • Aug 2007 - Dec 2008
    • Luxembourg

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  Misys

  • Luxembourg

  • IT Analyst

    • Oct 2005 - 2007
    • Luxembourg