Experience

VP Bank AG

• Liechtenstein
• Banking
• 500 - 600 Employee

• Head of Client Services Support & Front Control

  • Jun 2020 - Present

  Luxemburg Striving for excellent business support for all front units together with 16 motivated experts within Portfolio Management, Investment Advisory & Assistance Team. On top supporting Business and Management in Business Risk Management & Sales activities.

• Team Head Private Banking International

  • Oct 2019 - Jun 2020

  Luxemburg Proud to be part of an international Senior Private Banking Team which adores serving clients in addition to performing as Head of Private Banking Management Office!

• Head of Private Banking Management Office

  • Aug 2018 - Jun 2020

  Luxemburg * Support the Head of Private Banking in managing / organizing day-to-day tasks * Supervise Insurance desk & assistants pool * Implement risk mitigation procedures * Set-up of first-line of defense risk / control framework * Continious process-optimization and coordination with relevant departments * Adjustment and improvement of general operational rules within the Private Banking department

• Senior Relationship Manager Private Banking, Vice President

  • Dec 2013 - Jun 2020

  Luxembourg As Senior Relationship Manager Private Banking I am responsable for client centric investment advisory, relationship management as well as client acquisition. * Senior Relationship Manager responsible for a portfolio of international HNIs and UHNIs * Personal relationship management and professional investment advisory * Aquisition of new clients and AUM * Team-leader outsourcing project „Insieme“ * Private Banking “voice” / Consultant for projects / Process optimization… Show more As Senior Relationship Manager Private Banking I am responsable for client centric investment advisory, relationship management as well as client acquisition. * Senior Relationship Manager responsible for a portfolio of international HNIs and UHNIs * Personal relationship management and professional investment advisory * Aquisition of new clients and AUM * Team-leader outsourcing project „Insieme“ * Private Banking “voice” / Consultant for projects / Process optimization



HSBC

• United Kingdom
• Financial Services
• 700 & Above Employee

• Deputy Head of Private Banking

  • Mar 2012 - Dec 2013

  Luxembourg As Deputy Head of Private Banking I was actively co-responsible for the organisation of the department / tasks / processes as well as for the leading and coaching of 16 professionals. * Active Deputy role in the Private Banking Department in Luxembourg * Leading and coaching of 16 Private Banking Experts (AUM: 2,3 Mrd. USD) * Active involvement in budgeting and defining targets for the department * Planing and implementation of a tax transparency strategy * Planing and… Show more As Deputy Head of Private Banking I was actively co-responsible for the organisation of the department / tasks / processes as well as for the leading and coaching of 16 professionals. * Active Deputy role in the Private Banking Department in Luxembourg * Leading and coaching of 16 Private Banking Experts (AUM: 2,3 Mrd. USD) * Active involvement in budgeting and defining targets for the department * Planing and implementation of a tax transparency strategy * Planing and implementation of a client segmentation task (criterias: AUM, profitability, residency) * Implementation of risk mitigation procedures * Continious process-optimization and coordination with relevant departments * Adjustment and improvement of general operational rules within the Private Banking department * Involvment in the formulation of a medium-term-outlook strategie for Private Banking activities

• Senior Relationship Manager Private Banking, Vice President

  • Jan 2002 - Nov 2013

  Luxembourg As Senior Relationship Manager Private Banking I was responsable for the client centric portfolio advisory, relationship management as well as client acquisition. * Senior Relationship Manager responsible for a portfolio of international High-Networth and Ultra High Networth Individuals (AUM: 130 Mio EUR) * High-level relationship management and professional investment advisory