Dynamic C-Level Executive with a proven track record in advanced management processes and strategic planning. Renowned for exceptional communication skills that foster trust and exceed client expectations, alongside strong project management and team leadership capabilities. Expertise in financial oversight and operational management has consistently driven organizational growth and profitability. Demonstrated success in identifying new business opportunities while ensuring efficient task completion across all levels of business operations.
Overview
28
28
years of professional experience
Work History
CEO
Mydesq Services AG
Zug
02.2024 - Current
Drove revenue by cultivating successful client relations.
Introduced innovative approaches that improved efficiency while reducing costs.
Created program to promote new managers from within, leading to cohesive leadership structure.
Managed executive team members to ensure successful execution of projects in a timely manner.
Represented the organization at conferences, events, and networking activities as needed.
Led strategic planning and execution to enhance profitability and company growth.
Reviewed current systems and processes regularly for potential improvements or upgrades.
Recruited, trained, mentored, and managed employees at all levels within the organization.
Monitored budgetary expenditures across multiple departments to ensure fiscal responsibility.
Assessed financial performance of the organization on a regular basis and identified areas for improvement.
Head Onboarding
Infront SA
Zürich
04.2023 - 01.2024
Collaborated with team members to achieve target results
Developed ongoing programmes using good team communication and collaboration
Explored and created new ways to resolve problems with processes, technology or team members to improve overall efficiency
Spoke to customers in multiple languages to resolve problems and answer questions
Created plans and communicated deadlines to complete projects on time
Met schedule using excellent planning and coordination skills
Handled customer concerns and escalated major issues to supervisor
Resolved customer queries and problems using effective communication and providing step-by-step solutions
Prepared range of written communications, documents and reports
Identified issues, analysed information and provided solutions to problems
CEO
Insignium Wealth Management AG
Zürich
01.2016 - 04.2023
Grew business by creatively driving sales and maintaining cost controls
Promoted business profitability by tracking performance indicators and driving corrective action
Hired, coached and trained staff, monitored performance and offered mentoring to junior team members
Boosted profit opportunities, analysing cost, contract performance and risk for corrective action
Achieved productivity improvements while enhancing quality control operations to reduce overhead
Managed team of 9 professionals
Collaborated with support personnel to solve diverse issues impacting different areas of operations
Greeted customers and responded to customer enquiries
Established customer-centric focus to build customer loyalty and retention
Served as mentor to junior team members
Drove sales and maintained cost controls
Promoted revenue by analysing profitability and key metrics
Directed safety operations and maintained clean work environment in adherence to HSE requirements
Developed systems and procedures to optimise efficiency and quality
Associate Director of Client Relations
Rothschild Bank AG
Zürich
04.2008 - 12.2015
Customer acquisition
Support of UHNW Individual Region Spain and Latin America
Mentor for the assistants in the team
Project collaboration
Presentations for customers
Development of strategic papers for senior management
Risk controlling
Building a fund for private customers
Collaboration with Compliance
Modelled business processes to identify strengths, weaknesses and opportunities for improvement
Coordinated strategic plans for administrative services management and optimisation to best use available resources
Investigated issues impacting organisational operations and service delivery to understand root causes, prepare detailed reports and recommend corrective actions
Drove company growth with proactive mindset and results-oriented plans for business operations
Set up business contracts, obtained signatures and processed paperwork
Assistant
BBVA Suiza SA
Zürich
04.2007 - 01.2008
Private Banking for Latin America
Support of customer advisors
Processing telephone customer inquiries
Reception of customers in the absence of the customer advisors
Order account and securities account openings
Administrative tasks related to the above activities
Completed work to agreed standards and specifications
Harnessed prioritisation, organisation and multi-tasking skills and tools in handling multiple tasks, amplifying productivity
Organised and updated document management systems to improve audit and reference processes
Assessed and modified office procedures to improve organisation and accuracy
Booked and paid for business travel and accommodation, communicating booking information to relevant staff
Produced and presented reports outlining department and organisation's activities to supervisors for planning and resource allocation purposes
Found and retrieved requested information by searching files, databases and storage media for authorised individuals
Screened incoming calls, inquiries and requests by taking messages and forwarding to relevant staff
Attended and captured meetings' minutes, utilising short-hand formats to record discussions and conclusions
Received and sorted incoming communications and delivered correspondence to target recipients to boost productivity
Supported staff with clerical tasks for well-maintained office administration
Back Office Specialist
Credit Suisse
Zürich
08.2004 - 07.2006
Clerk Central Securities Depositaries
Completion and visa of stock exchange transactions
Execution of cancellations and corrections
Triggering and Monitoring delivery and payments
Monitoring stock exchange transactions with counterparties and Clearing organizations
Clarification of interest rate differences with Bloomberg and custodians
Creation of differential bookings
Troubleshooting
Providing information to internal and external bodies
Support and training of new employees
Built strong relationships with different teams by assisting individuals in daily operations
Assisted with customer complaint investigations and drafted responses and resolutions
Captured customer data on Apsys
Established and maintained back office system for storing new and existing client profiles
Helped management teams develop policies and procedures to improve record management, confidentiality and security
Trained administration teams and junior staff in company procedures, best practices and various computer software
Supported senior management in devising and implementing strategies to improve business efficiency, performance and success
Conducted quality audits on all back-office administration tasks
Trained and helped less experienced staff manage workloads and assignments, facilitating fulfilment of organisational objectives
Streamlined operations by soliciting feedback, comments and complaints to improve work processes
Received, sorted and directed incoming mail to maintain good communication channels
Deputy Head
Commerzbank, Schweiz) AG
Zürich
06.2000 - 06.2003
Exchange settlement clerk
Entry all stock exchange transactions with respective business types
Entering all SEGA instructions
Recording and opening of security master data according to Telekurs
Controlling the statements of banks and brokers
General filing work, statistics
Performed lesson observations to measure teaching performance and provide constructive feedback
Clerical Officer
AIG Private Bank AG
Zürich
09.1999 - 05.2000
Securities clerk - custody business/settlement
Receipt of all settled stock exchange transactions using queries
Preparation of documents and recording of deliveries using Swift, Max, Citibanking and Euclid
Adjustment of differences in deliveries
Monitoring and processing outstanding deliveries
Made copies, sent faxes and handled incoming and outgoing correspondence to promote smooth communications
Coordinated communications between various departments to schedule meetings and keep company informed on critical matters
Monitored data entry priorities and processed critical tasks to meet stringent deadlines
Aprendiceship
AIG Private Bank AG
Zürich
08.1996 - 08.1999
Education
Diploma of Higher Education - Banking and Finance
Akad Banking and Finance
Zürich
01.2015
Certificate - Marketing
Kaderschule
Zurich
01.2010
Dipl. of Vocational Education and Training - Commercial Clerk
KV Business School
Zürich
01.1999
Skills
Microsoft Office
Bloomberg
Factset
Adobe
Avaloq
Assetmax
Globus
Mydesq
SQL
Multitasking
Highly motivated
Technical skills
Professional manner
Highly responsible and reliable
Team supervision
Active listening
Hobbies and Interests
Rowing
Running
Cooking
Music
Languages
German, First Language
Spanish, First Language
English, C1
Italian, Advanced
French, B2
Portuguese, Intermediate
Knowledge & Skills
Microsoft Office (Word, Excel, Powerpoint)
Bloomberg, Factset
Adobe
Avaloq, Assetmax, Globus, Mydesq, SQL
Multitasking
Highly motivated
Technical skills
Professional manner
Highly responsible and reliable
Team supervision
Active listening
Timeline
CEO
Mydesq Services AG
02.2024 - Current
Head Onboarding
Infront SA
04.2023 - 01.2024
CEO
Insignium Wealth Management AG
01.2016 - 04.2023
Associate Director of Client Relations
Rothschild Bank AG
04.2008 - 12.2015
Assistant
BBVA Suiza SA
04.2007 - 01.2008
Back Office Specialist
Credit Suisse
08.2004 - 07.2006
Deputy Head
Commerzbank, Schweiz) AG
06.2000 - 06.2003
Clerical Officer
AIG Private Bank AG
09.1999 - 05.2000
Aprendiceship
AIG Private Bank AG
08.1996 - 08.1999
Diploma of Higher Education - Banking and Finance
Akad Banking and Finance
Certificate - Marketing
Kaderschule
Dipl. of Vocational Education and Training - Commercial Clerk
KV Business School
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