Keywords
Skills
PERSONAL INFORMATION
• Born on the 19th of September 1975 in Basel, Switzerland
• German-Swiss dual citizen
SKILLS
Results- and success-oriented Freelance Consultant with very good general banking knowledge and more than 10 years of experience in the supporting and acquisition of international customers in private banking and wealth management as well as many years of project experience. Strong communication and interpersonal skills as well as experience in working on international projects and on teams with various cultural and language backgrounds.
AREAS OF EXPERTISE
SUPPORTING EXISTING CUSTOMERS / NEW CUSTOMER ACQUISITION – More than 10 years of experience at various companies in Switzerland, Austria, Liechtenstein and Germany. Among others, extensive participation in the formation and development of a new Private Banking Division for an Austrian private bank in Germany
BUSINESS PROCESS OPTIMISATION – Experience working on various projects; among others, in the “Central Market Support Division” and in the “Front Office Division” at various private banks; most recently, Head of the “Work Stream Leader Front Office and Investment Centre” at a private bank in Germany and Luxembourg
CRM / KYC – Integration of a new CRM system at a German private bank as a “Work Stream Leader CRM” with the focus on existing customer support, adherence to the statutory directives in new customer acquisition, complaint management, “Know Your Customer”, compliance and money-laundering
CONSULTING PROTOCOL – Integration and partial automation of the “consulting protocol” process in a new CRM system at a private bank in Germany
MIFID II – Analysis of the future statutory provisions for the introduction of a new core banking software at a private bank in Germany and Luxembourg
SEPA – Analysis of the future statutory provisions for the introduction of a new core banking software at a private bank in Germany and Luxembourg
FATCA – Analysis of the future statutory provisions for the introduction of a new core banking software at a private bank in Germany and Luxembourg
TAXES (AMONG OTHERS, WITHHOLDING TAX AND FINANCIAL MARKET TRANSACTION TAX) – Auditing and optimisation of tax statements and accounting records as well as the drafting of analyses for certain customer groups and the ramifications of the withholding tax on them – currently receiving training on the theme of the financial market transaction tax
INDIVIDUAL FINANCING BUSINESS / RISK CONTROLLING – While working in a management position, participated in a project for the introduction of special financing (foreign currency and loans with variable interest rates) and corresponding risk controlling at an Austrian private bank in Germany
• Born on the 19th of September 1975 in Basel, Switzerland
• German-Swiss dual citizen
SKILLS
Results- and success-oriented Freelance Consultant with very good general banking knowledge and more than 10 years of experience in the supporting and acquisition of international customers in private banking and wealth management as well as many years of project experience. Strong communication and interpersonal skills as well as experience in working on international projects and on teams with various cultural and language backgrounds.
AREAS OF EXPERTISE
SUPPORTING EXISTING CUSTOMERS / NEW CUSTOMER ACQUISITION – More than 10 years of experience at various companies in Switzerland, Austria, Liechtenstein and Germany. Among others, extensive participation in the formation and development of a new Private Banking Division for an Austrian private bank in Germany
BUSINESS PROCESS OPTIMISATION – Experience working on various projects; among others, in the “Central Market Support Division” and in the “Front Office Division” at various private banks; most recently, Head of the “Work Stream Leader Front Office and Investment Centre” at a private bank in Germany and Luxembourg
CRM / KYC – Integration of a new CRM system at a German private bank as a “Work Stream Leader CRM” with the focus on existing customer support, adherence to the statutory directives in new customer acquisition, complaint management, “Know Your Customer”, compliance and money-laundering
CONSULTING PROTOCOL – Integration and partial automation of the “consulting protocol” process in a new CRM system at a private bank in Germany
MIFID II – Analysis of the future statutory provisions for the introduction of a new core banking software at a private bank in Germany and Luxembourg
SEPA – Analysis of the future statutory provisions for the introduction of a new core banking software at a private bank in Germany and Luxembourg
FATCA – Analysis of the future statutory provisions for the introduction of a new core banking software at a private bank in Germany and Luxembourg
TAXES (AMONG OTHERS, WITHHOLDING TAX AND FINANCIAL MARKET TRANSACTION TAX) – Auditing and optimisation of tax statements and accounting records as well as the drafting of analyses for certain customer groups and the ramifications of the withholding tax on them – currently receiving training on the theme of the financial market transaction tax
INDIVIDUAL FINANCING BUSINESS / RISK CONTROLLING – While working in a management position, participated in a project for the introduction of special financing (foreign currency and loans with variable interest rates) and corresponding risk controlling at an Austrian private bank in Germany
Project history
2012
Project involving private banking process optimisation, implementation of a new core banking software and a new CRM system at a private bank in Germany and Luxembourg - Project languages: German, English and French
• Data collection for and analysis of all operational processes in the “Front Office” Division
• Drafting concepts for improving processes while taking the existing and future statutory directives into consideration (Consulting Protocol, MiFID II, SEPA, FATCA, existing customer support, adherence to the statutory directives for new customer acquisition, complaint management, “Know Your Customer”, compliance and money-laundering)
• Adaption of all processes for the implementation of a new core banking software and a new CRM system
• Examination of all functionalities of the new core banking software and the new CRM system in real-time operations
• Preparatory work for corresponding employee training and handbooks
2010
Project involving the implementation of new risk controlling in the Credit Division of an Austrian private bank in Germany and Austria - Project languages: German and English
• Drafting a specialised concept for standardised risk analysis in the Credit Division, particularly for individual loans in the areas of foreign currency and loans with variable interest rates
• Development of standardised risk monitoring including defining the corresponding escalation levels
• Drafting a list of measures for implementation
• Preparatory work for corresponding employee training and handbooks
2009
Project involving the introduction of special financing for sophisticated private customers at an Austrian private bank in Germany and Austria - Project language: German
• Defining the target group among the private customers
• Analysis of customer requirements in order to define the corresponding products
• Terms and conditions for granting credit (including drafting new customer documents) and defining a standardised approval process while taking the statutory requirements into consideration
• Concept for drafting an offer (technical and legal requirements)
• Coordination of the package of measures for implementation across borders and divisions
• Preparatory work for corresponding employee training and handbooks
Project involving new customer acquisition and existing customer support at an Austrian private bank in Germany and Austria - Project language: German
• Defining the concept of “desired potential customer” and classification of specific banking products
• Drafting concepts for new customer acquisition while taking the statutory directives into consideration
• Drafting concepts for the improved analysis and supporting of customers
• Drafting concepts for the development of a “recommendation management” system
• Preparatory work for corresponding employee training
2007
Project involving taxes, particularly the German withholding tax, at a German private bank in Germany - Project language: German
• Optimisation of the drafting of tax statements, earnings statements and securities statements
• Drafting an analysis of certain customer groups and the ramifications of the withholding tax on them
• Drafting a list of measures for investment recommendations for these customer groups for the optimisation of their tax burdens
• Preparatory work for corresponding employee training
2006
Project involving business process optimisation within the Credit Management Division at a German private bank in Germany - Project language: German
• Data collection for and analysis of the existing processes
• Development of a concept for the optimisation of the internal operational processes
• Drafting a list of measures
• Drafting a timetable for the implementation of the corresponding measures
• Formulating a controlling process for the monitoring of implementation
• Preparatory work for corresponding employee training
2005
Project involving general customer segmentation at a German private bank in Germany - Project language: German
• Setting up and defining various customer groups
• Data pool analysis in order to classify the customers to the respective groups
• Conducting a requirements-based analysis of the newly-defined customer groups
• Classification of the newly-defined customer groups to the respective support units
• Preparatory work for and monitoring of the transitioning of the customers to the corresponding centres
• Supporting the formulation of a controlling process
2002
Project involving the business process optimisation of centralised market support at a German private bank in Germany - Project language: German
• Data collection for and analysis of the existing processes
• Development of a concept for the optimisation of the internal operational processes
• Compilation of a list of measures
• Implementation of the corresponding measures and drafting guidelines
• Preparatory work for corresponding employee training
Project involving private banking process optimisation, implementation of a new core banking software and a new CRM system at a private bank in Germany and Luxembourg - Project languages: German, English and French
• Data collection for and analysis of all operational processes in the “Front Office” Division
• Drafting concepts for improving processes while taking the existing and future statutory directives into consideration (Consulting Protocol, MiFID II, SEPA, FATCA, existing customer support, adherence to the statutory directives for new customer acquisition, complaint management, “Know Your Customer”, compliance and money-laundering)
• Adaption of all processes for the implementation of a new core banking software and a new CRM system
• Examination of all functionalities of the new core banking software and the new CRM system in real-time operations
• Preparatory work for corresponding employee training and handbooks
2010
Project involving the implementation of new risk controlling in the Credit Division of an Austrian private bank in Germany and Austria - Project languages: German and English
• Drafting a specialised concept for standardised risk analysis in the Credit Division, particularly for individual loans in the areas of foreign currency and loans with variable interest rates
• Development of standardised risk monitoring including defining the corresponding escalation levels
• Drafting a list of measures for implementation
• Preparatory work for corresponding employee training and handbooks
2009
Project involving the introduction of special financing for sophisticated private customers at an Austrian private bank in Germany and Austria - Project language: German
• Defining the target group among the private customers
• Analysis of customer requirements in order to define the corresponding products
• Terms and conditions for granting credit (including drafting new customer documents) and defining a standardised approval process while taking the statutory requirements into consideration
• Concept for drafting an offer (technical and legal requirements)
• Coordination of the package of measures for implementation across borders and divisions
• Preparatory work for corresponding employee training and handbooks
Project involving new customer acquisition and existing customer support at an Austrian private bank in Germany and Austria - Project language: German
• Defining the concept of “desired potential customer” and classification of specific banking products
• Drafting concepts for new customer acquisition while taking the statutory directives into consideration
• Drafting concepts for the improved analysis and supporting of customers
• Drafting concepts for the development of a “recommendation management” system
• Preparatory work for corresponding employee training
2007
Project involving taxes, particularly the German withholding tax, at a German private bank in Germany - Project language: German
• Optimisation of the drafting of tax statements, earnings statements and securities statements
• Drafting an analysis of certain customer groups and the ramifications of the withholding tax on them
• Drafting a list of measures for investment recommendations for these customer groups for the optimisation of their tax burdens
• Preparatory work for corresponding employee training
2006
Project involving business process optimisation within the Credit Management Division at a German private bank in Germany - Project language: German
• Data collection for and analysis of the existing processes
• Development of a concept for the optimisation of the internal operational processes
• Drafting a list of measures
• Drafting a timetable for the implementation of the corresponding measures
• Formulating a controlling process for the monitoring of implementation
• Preparatory work for corresponding employee training
2005
Project involving general customer segmentation at a German private bank in Germany - Project language: German
• Setting up and defining various customer groups
• Data pool analysis in order to classify the customers to the respective groups
• Conducting a requirements-based analysis of the newly-defined customer groups
• Classification of the newly-defined customer groups to the respective support units
• Preparatory work for and monitoring of the transitioning of the customers to the corresponding centres
• Supporting the formulation of a controlling process
2002
Project involving the business process optimisation of centralised market support at a German private bank in Germany - Project language: German
• Data collection for and analysis of the existing processes
• Development of a concept for the optimisation of the internal operational processes
• Compilation of a list of measures
• Implementation of the corresponding measures and drafting guidelines
• Preparatory work for corresponding employee training
Local Availability
Only available in these countries:
Germany, Austria und Switzerland
Worldwide
