Thomas Wobmann
Relationship Manager at Bank von Roll AG (BANVRA)- Claim this Profile
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German Native or bilingual proficiency
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Swedish Native or bilingual proficiency
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English Full professional proficiency
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French Limited working proficiency
Topline Score
Bio
Experience
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Bank von Roll AG
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Switzerland
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Banking
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1 - 100 Employee
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Relationship Manager
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Nov 2019 - Present
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Senior Relationship Manager Institutional EAMs and MFOs Switzerland
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Mar 2017 - Jul 2019
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Senior Relationship Manager (Vice President)
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Oct 2015 - Mar 2017
Senior Relationship Manager for clients domiciled in Switzerland
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Deloitte
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Business Consulting and Services
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700 & Above Employee
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Manager
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Jun 2014 - Sep 2015
Consultant in the Financial Services Industry within the area of Strategy and Operations driving regulatory initiatives: - Implementing FATCA reporting at a global bank - Executing an impact assessment of the regulation 871(m) Consultant in the Financial Services Industry within the area of Strategy and Operations driving regulatory initiatives: - Implementing FATCA reporting at a global bank - Executing an impact assessment of the regulation 871(m)
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Credit Suisse
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Switzerland
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Banking
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700 & Above Employee
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Senior Relationship Manager Nordics (Vice President)
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Jan 2010 - May 2014
- Presently in charge of¨significant assets with focus on Sweden and the UK- Highly valuable network of UHNWI/HNWI in Northern Europe (especially Sweden, UK). - Profound knowhow of banking products and tax regulations in the relevant markets (focus on Sweden, UK and Switzerland)- Successful implementation of complex solutions for UHNWI Clients and thereby producing significant inflows
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Project Manager / Blackbelt (Assistant Vice President)
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Sep 2007 - Dec 2009
Two years as Black Belt (project leader according to Lean Sigma/Operational Excellence) in the Division of Private Banking Switzerland:- Succesful and sustainable implementation of three major Projects- Received Credit Suisse Private Clients Switzerland Special Award 2008 for one of the projects
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Ernst & Young Sweden
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Karlstad, Schweden
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Auditor
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Aug 2005 - Jul 2007
Part of the audit team of some major Scandinavian companies and responsible for the audit of some small companies - Mainly analyzing P/L accounts, cash flow statements, balance sheets and control systems to make sure that the numbers are reasonably correct - Year-end-closing of companies, as well as tax statements for companies and private individuals in Sweden Part of the audit team of some major Scandinavian companies and responsible for the audit of some small companies - Mainly analyzing P/L accounts, cash flow statements, balance sheets and control systems to make sure that the numbers are reasonably correct - Year-end-closing of companies, as well as tax statements for companies and private individuals in Sweden
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Education
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University of Karlstad (Sweden)
Master of Science, Business Administration -
Kantonsschule Limmattal (Urdorf)
Grammar School, Mathematics and Natural Sciences