Experience

• 

  Quintet Private Bank

  • Zurich, Switzerland

  • Head of Client Lifecycle Management

    • Feb 2021 - Oct 2022
    • Zurich, Switzerland

    Designated as a Subject Matter Expert (SME) in client lifecycle processes for both Quintet Switzerland and the broader Quintet GroupSpearheaded the design and implementation of client-centric processes, with a specific focus on refining client onboarding and all facets of the client lifecycle journeyDeveloped and took ownership of an impactful risk management framework encompassing policies, procedures, and controls dedicated to optimizing the client lifecycle processesVigilantly monitored the identification of financial crime risks, ensuring their effective detection, and escalating concerns as deemed necessary in alignment with established protocols𝐊𝐞𝐲 𝐚𝐜𝐡𝐢𝐞𝐯𝐞𝐦𝐞𝐧𝐭𝐬> 𝐼𝑚𝑝𝑙𝑒𝑚𝑒𝑛𝑡𝑒𝑑 𝑐𝑜𝑚𝑝𝑙𝑒𝑡𝑒 𝐼𝑛𝑡𝑒𝑟𝑛𝑎𝑙 𝐶𝑜𝑛𝑡𝑟𝑜𝑙 𝐹𝑟𝑎𝑚𝑒𝑤𝑜𝑟𝑘 𝑓𝑜𝑟 𝑛𝑒𝑤 𝑝𝑟𝑜𝑐𝑒𝑠𝑠 𝑑𝑒𝑠𝑖𝑔𝑛 > 𝐷𝑒𝑙𝑖𝑣𝑒𝑟𝑒𝑑 𝑛𝑒𝑤 𝑐𝑙𝑖𝑒𝑛𝑡 𝑑𝑜𝑐𝑢𝑚𝑒𝑛𝑡𝑎𝑡𝑖𝑜𝑛 𝑓𝑜𝑟 𝑐𝑙𝑖𝑒𝑛𝑡 𝑐𝑒𝑛𝑡𝑟𝑖𝑐 𝑜𝑛𝑏𝑜𝑎𝑟𝑑𝑖𝑛𝑔

• 

  Lombard Odier Group

  • Switzerland
  • Banking
  • 700 & Above Employee

  • Head of Client Services Team

    • Mar 2020 - Oct 2020

    Led strategic and design efforts for continuous process enhancementImplemented comprehensive end-to-end governance for client onboarding, KYC, and all client lifecycle management proceduresCreated and sustained a framework that provided support to all teams engaged in the onboarding processDirected the CLM change program as the business owner, overseeing a multi-year, multifaceted initiative aimed at enabling digital onboardingHeld responsibility for Front Office Handbooks and training, resulting in heightened accuracy in all CLM processes from the outsetServed as the central point of contact during development, collaborating with stakeholders including Compliance, Operational Risk, Legal, and Front OfficeSuccessfully delivered an exceptional client experience for onboarding, client circumstance changes, and account closures, setting a benchmark for excellence𝐊𝐞𝐲 𝐚𝐜𝐡𝐢𝐞𝐯𝐞𝐦𝐞𝐧𝐭𝐬> 𝐷𝑒𝑙𝑖𝑣𝑒𝑟𝑒𝑑 𝑐𝑜𝑚𝑝𝑙𝑖𝑎𝑛𝑡 𝑏𝑦 𝑑𝑒𝑠𝑖𝑔𝑛 𝑜𝑛𝑏𝑜𝑎𝑟𝑑𝑖𝑛𝑔 𝑡𝑜𝑜𝑙𝑠, 𝑖𝑛𝑐𝑙𝑢𝑑𝑖𝑛𝑔 𝑖𝑛𝑡𝑒𝑙𝑙𝑖𝑔𝑒𝑛𝑡 𝐼𝑇 𝑠𝑜𝑙𝑢𝑡𝑖𝑜𝑛𝑠> 𝐼𝑚𝑝𝑙𝑒𝑚𝑒𝑛𝑡𝑒𝑑 𝑡𝑎𝑟𝑔𝑒𝑡𝑒𝑑 24 ℎ𝑜𝑢𝑟 𝑜𝑛𝑏𝑜𝑎𝑟𝑑𝑖𝑛𝑔 𝑝𝑟𝑜𝑐𝑒𝑠𝑠 𝑓𝑜𝑟 𝑠𝑒𝑙𝑒𝑐𝑡𝑒𝑑 𝑐𝑙𝑖𝑒𝑛𝑡𝑠

  • Head of Client Lifecycle Management Private Clients |

    • Mar 2019 - Mar 2020

    Managed the daily operations of CLM production, including monitoring the achievement of the goal of 24-hour client onboardingSuccessfully introduced a new operating model and orchestrated the seamless integration of teams into novel work methodologiesEnsured decisions within the account opening team aligned with risk tolerance, maintaining consistency while staying within established risk parametersSupervised the Business Support team, overseeing the provision of Front training and equipping them with tools for account opening proceduresSpearheaded a team responsible for providing client and banker support, while also driving the strategic advancement of online banking services𝐊𝐞𝐲 𝐚𝐜𝐡𝐢𝐞𝐯𝐞𝐦𝐞𝐧𝐭𝐬> 𝐴𝑐ℎ𝑖𝑒𝑣𝑒𝑑 𝑠𝑖𝑔𝑛𝑖𝑓𝑖𝑐𝑎𝑛𝑡 𝑟𝑒𝑑𝑢𝑐𝑡𝑖𝑜𝑛 𝑖𝑛 𝑎𝑣𝑒𝑟𝑎𝑔𝑒 𝑐𝑙𝑖𝑒𝑛𝑡 𝑜𝑛𝑏𝑜𝑎𝑟𝑑𝑖𝑛𝑔 > 𝐼𝑛𝑐𝑟𝑒𝑎𝑠𝑒𝑑 𝑟𝑖𝑔ℎ𝑡 𝑓𝑖𝑟𝑠𝑡 𝑡𝑖𝑚𝑒 𝑡𝑜 90% 𝑓𝑜𝑟 𝑎𝑙𝑙 𝑐𝑙𝑖𝑒𝑛𝑡 𝑜𝑛𝑏𝑜𝑎𝑟𝑑𝑖𝑛𝑔𝑠 > 𝑅𝑒𝑑𝑢𝑐𝑒𝑑 𝑐𝑙𝑖𝑒𝑛𝑡 𝑜𝑛𝑏𝑜𝑎𝑟𝑑𝑖𝑛𝑔 𝑑𝑜𝑐𝑢𝑚𝑒𝑛𝑡𝑎𝑡𝑖𝑜𝑛 𝑏𝑦 60% 𝑓𝑜𝑟 𝑒𝑛ℎ𝑎𝑛𝑐𝑒𝑑 𝑐𝑙𝑖𝑒𝑛𝑡 𝑒𝑥𝑝𝑒𝑟𝑖𝑒𝑛𝑐𝑒

  • Head of Middle Office Support, Business

    • Jun 2015 - Mar 2019

    𝐒𝐞𝐧𝐢𝐨𝐫 𝐕𝐢𝐜𝐞 𝐏𝐫𝐞𝐬𝐢𝐝𝐞𝐧𝐭 (𝐩𝐫𝐨𝐦𝐨𝐭𝐞𝐝 𝐨𝐧 𝟎𝟑.𝟐𝟎𝟏𝟖)Orchestrated the implementation and management of middle office support teams and services dedicated to aiding the Front officeConstructed and oversaw the support infrastructure catering to all client services, ensuring seamless operations and exceptional client experiencesSuccessfully implemented the Operational Risk framework, bolstering the bank's risk management practices and operational resilienceConducted comprehensive analyses of account opening documentation for both individuals and legal entities, aligning them meticulously with regulatory mandates, as well as the bank's policies and internal directives

• 

  Coutts

  • Geneva

  • Business Risk Manager Geneva Branch

    • Jul 2012 - May 2015
    • Geneva

    Acted as the central point of expertise for Risk and Compliance concerns within the Geneva branch, offering guidance and knowledge to around 100employees Successfully implemented the Business risk target operating model across the relevant market, streamlining operations and enhancing risk management practicesEnsured the effectiveness of the Business risk management Framework, maintaining its functionality and alignment with regulatory standardsTook on the role of local leader for Group projects, notably leading the KYC / AML quality assurance taskforce, supervising a team of 18 FTEServed as the primary liaison for coordinating efforts among various second-line teams, encompassing Compliance, Legal, Tax Regulatory, and Operational Risk

• 

  Lloyds Bank Private Banking

  • Geneva Area, Switzerland

  • Operational Risk Manager |

    • May 2008 - Jun 2012
    • Geneva Area, Switzerland

• 

  Lloyds TSB

  • London, United Kingdom

  • Compliance Officer

    • May 2006 - May 2008
    • London, United Kingdom