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Transformation Expert
in the Wealth Management Industry
PROJECT REFERENCES
please contact me for a full list of project references
Global private bank - business owner for the advisory and discretionary value chain
Business owner for the global advisory and discretionary value chains (all projects, agile software development with distributed software development teams and run-the- bank of more than eighty
applications, managing the line organization with approx. 30 internal and external business related project and subject matter experts (product managers, product owners, project managers, business analysts, PMOs and subject matter experts) and the coordination of 100 IT software developers. IT run-the-bank duties of > 80 applications, > 40 mio. CHF change-the-bank budget p.a. and > 10 mio. CHF RtB budget p.a.
applications, managing the line organization with approx. 30 internal and external business related project and subject matter experts (product managers, product owners, project managers, business analysts, PMOs and subject matter experts) and the coordination of 100 IT software developers. IT run-the-bank duties of > 80 applications, > 40 mio. CHF change-the-bank budget p.a. and > 10 mio. CHF RtB budget p.a.
Global private bank - pilot of the global agile transformation of the bank
Definition of the agile delivery concepts and respective implementation as part of the pilot of the agile transformation of the bank globally. Member of steering committee of the bank’s agile transformation initiative.
Global private bank - global program lead for FATCA and AEI/CRS implementation
Global program manager of the implementation of the OECD’s common reporting standard (CRS)/Automatic Exchange of Information AEI and the Foreign Account Tax Compliance Act (FATCA).
Global program management, international coordination for all booking centers/jurisdictions of the bank (in Switzerland, European countries, Latin America and Asian countries and India).
Business requirements, business engineering, global solution design, business analysis, IT implementation, implementation of forms/guidelines/processes globally, global rollout activities as communication, training, implementation of a central strategic reporting solution for US FATCA 8966 reporting, UK FATCA/ARR reporting and CRS/AEI reporting for all booking centers of the banking group, evaluation of new systems/application solutions (RfI, RfP, SLA, negotiation and contracting), global responsibility for the business implementation and system implementation (testing, deployment/rollout, burn-in phase), central coordination of the overall program budget, communication and coordination on executive management/senior management level.
Global program management, international coordination for all booking centers/jurisdictions of the bank (in Switzerland, European countries, Latin America and Asian countries and India).
Business requirements, business engineering, global solution design, business analysis, IT implementation, implementation of forms/guidelines/processes globally, global rollout activities as communication, training, implementation of a central strategic reporting solution for US FATCA 8966 reporting, UK FATCA/ARR reporting and CRS/AEI reporting for all booking centers of the banking group, evaluation of new systems/application solutions (RfI, RfP, SLA, negotiation and contracting), global responsibility for the business implementation and system implementation (testing, deployment/rollout, burn-in phase), central coordination of the overall program budget, communication and coordination on executive management/senior management level.
Global private bank - interims management
Setup and ad-interim management of the new sub-division “Investment Publishing & Solutions” of the bank. Change management of the units“investment specialists”, “investment publishing and writing” and “campaigns and communication” (re-organization and re-staffing, transformation, definition/adaptions of processes, tools and governance structure).
Global private bank - program manager of the "holistic advice" approach
Concept and rollout of the banks' “Your Wealth Holistic Advice” initiative in Switzerland and the United Kingdom (rollout concept and design, rollout).
Execution, education of over 700 Relationship Managers (RMs), tools and processes.
Definition and introduction of "client book analysis" capabilities to RMs and team heads, financial impact measurement.
Execution, education of over 700 Relationship Managers (RMs), tools and processes.
Definition and introduction of "client book analysis" capabilities to RMs and team heads, financial impact measurement.
Global private bank - program assessment – global product and portfolio risk platform implementation
Program assessment and recommendations to executive management (implementation approach, program structure, working packages, risk assessment, people assessment). Assessment of external vendors as major components of the solution.
Top 4 retail bank in Switzerland - implementation and migration to a new IT platform
Implementation and migration to a new IT platform (150 Mio. CHF project). Design of a new operating model for the bank’s operations units for the time after the cut- over.
Project management of the projects "application management", "service desk" and "operations".
Design of the sourcing model and design of the relevant processes with the sourcing partners of the bank. Evaluation of tools for the service management as part of the operational model (change
management, project management, incident/problem management). Support to the bank during the contracting process with the sourcing partners.
Project management of the projects "application management", "service desk" and "operations".
Design of the sourcing model and design of the relevant processes with the sourcing partners of the bank. Evaluation of tools for the service management as part of the operational model (change
management, project management, incident/problem management). Support to the bank during the contracting process with the sourcing partners.
Mid-sized private bank in Switzerland - program manager IT full-outsourcing
RfP and offering process and contracting of an IT Full-Outsourcing transaction of a Swiss Privat Bank (~450 employees, ~25 Bill. CHF Assets under Management).
Execution of the due diligence after the contract signing, transition management and integration of the IT staff of the bank into the service provider's organization (change management process), takeover and integration of all IT-related assets of the bank (@ 500 workplace clients, all networks, peripheral components, > 200 servers, takeover of the application management of the core banking system and 170 satellite systems, management of the interfaces, takeover of the bank’s data centers etc.), standardization of all IT-related processes (eg. operational services/infrastructure management, application management, change management, release management, problem management, service management, security management, configuration management etc.), definition of service level agreements (SLAs), management of the project portfolio of the bank, change requests and new developments, integration and development of a new governance structure on all communication levels.
Execution of the due diligence after the contract signing, transition management and integration of the IT staff of the bank into the service provider's organization (change management process), takeover and integration of all IT-related assets of the bank (@ 500 workplace clients, all networks, peripheral components, > 200 servers, takeover of the application management of the core banking system and 170 satellite systems, management of the interfaces, takeover of the bank’s data centers etc.), standardization of all IT-related processes (eg. operational services/infrastructure management, application management, change management, release management, problem management, service management, security management, configuration management etc.), definition of service level agreements (SLAs), management of the project portfolio of the bank, change requests and new developments, integration and development of a new governance structure on all communication levels.
Miscellaneous banks in Switzerland
Evaluation and implementation of core banking systems and satellite systems. Overall project management (Business and IT) of the evaluation and implementation of different core banking systems and satellite systems.
Redesign of the business and operating models. Redesign of the relevant processes front to back.
Business case based project targets.
Redesign of the business and operating models. Redesign of the relevant processes front to back.
Business case based project targets.
Foreign owned private bank in Switzerland - CFO ad-interim
Review of all processes in finance, risk management and control as well as CFO ‘interim management’ tasks. Inventory and analysis of all processes in finance, risk management and control, plus preparation of recommendations for improving the existing process environment.
New definition of budget process and preparation of the budget. Support of senior management in communicating and presenting the budget to the Board of Directors. Creation of concept for a new Management Information System MIS.
New definition of budget process and preparation of the budget. Support of senior management in communicating and presenting the budget to the Board of Directors. Creation of concept for a new Management Information System MIS.
Global private bank - program lead of data centre outsourcing
Program Lead of the strategic outsourcing initiative in the area of data centre housing and IT infrastructure hosting. Evaluation of the service provider (RfI, RfP, SLA and contracting / negotiation lead on behalf of the bank).
Design and solution blue print of the new data centers and the relating new IT-infrastructure; Transition planning (move data centers, processes, services, transition etc.) and execution of the transition.
Design and solution blue print of the new data centers and the relating new IT-infrastructure; Transition planning (move data centers, processes, services, transition etc.) and execution of the transition.
Global private Bank - turn-around management / project lead of CRM
Turn-around management/ program Lead of a strategic CRM project. Turn-around of the project and the implementation approach. Project manager of the CRM Project (business requirement engineering, business analysis, development, testing and deployment). Management of all relevant stakeholders in a multi- basket environment. Restructuring of the project (during burn-in phase) . Implementation/redesign of project budget and delivery quality controls.
Singapore based Private Bank - program manager data centre sourcing
Onshore Singapore based private bank as part of a global private bank. Program lead of the a strategic outsourcing initiative in the area of data centre housing and IT-infrastructure hosting and BCP. Evaluation of the service provider (RfI, RfP). Design and solution blue print of the new data centers and the relating new IT-infrastructure. Transition planning (move data centers, processes, services, transition etc.) and transition execution.
Support feasibility study new B2B bank in Switzerland
Support of the feasibility study, management of misc. RfPs
Foreign private bank in Switzerland - consolidation of counterparties in the trading area
Consolidation of counterparties in the trading area and use of a global custodian and services approach. Creation of a strategic concept for the consolidation of counterparties in the securities, foreign exchange and money market areas.
Preparation and support of the bank in the RfP and offering process with global service providers/banks. Conceptualization of IT interfaces in the trading systems area (front to back).
Preparation of recommendations to executive management.
Preparation and support of the bank in the RfP and offering process with global service providers/banks. Conceptualization of IT interfaces in the trading systems area (front to back).
Preparation of recommendations to executive management.
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