Lead Nurturing & Campaign Management – Optimizing sales and distribution management with advanced email automation for enhanced personalization, engagement, and nurturing journeys for both leads and digital clients, resulting in significant conversion rate improvements.Strategic Partnership Development – Successfully established and maintained strategic partnerships, including finders and brokers, to expand the business network and drive growth.Stakeholder Engagement – Acted as the primary point of contact and liaison with the Wealth Management Client Unit, effectively promoting and integrating the digital investment app Volt into the existing product portfolio.Go-to-Market Strategy & App Development – Contributed to the successful launch of the digital investment app Volt in 2019 as a part of the Vontobel DigitalHub's cross-functional team, targeting a new client segment and driving continuous app development efforts.Scrum Methodology Leadership – Proficient in gathering, analyzing, and translating business requirements into functional specifications, with a strong aptitude for facilitating scrum ceremonies and leading value streams to ensure project success.

Market opening Pension Foundation – Project lead for the reorganization of a pension foundation for employees of third-party companies in the super-mandatory area of occupational retirement planning.Investment Campaign – Planning and execution of an investment campaign with attractive investment solutions consisting of structured products, funds and discretionary mandates to reduce cash deposits.Key Client Management – Definition of a uniform criteria catalog and support model for key clients including the harmonization of both, group and wealth management processes.

Partnership with Raiffeisen – Development of a systematic and strategic approach to exploit the growth potential through this important channel while expanding and strengthen the joint client interaction and acquisition.Expansion of the intermediary business – Analysis and possible adjustments of existing intermediary relations in addition to expanding the intermediary business across all regions within Switzerland.Boost sales performance and enhance processes – Conceptual development resp. optimization of processes in the area of performance measurement and reporting as well as the cultivation of new markets.Integration of Notenstein La Roche – Integration of full client portfolio to Vontobel following the sale of Notenstein La Roche. Successfully supported the Vontobel WM Operations stream to ensure the reproduction of the Notenstein La Roche products and price models as well as in general project management tasks.

Project experience:Practice management and business development – Led and supported business and practice development initiatives, prepared substantial parts of client proposals, provided guidance to junior members and actively published articles and reports in the context of Wealth Management, Private Banking and FinTechs.Product and Service Definition – Integration of an occupational medical services provider to a leading Swiss health care player. Successfully defined the new product and service offering of the acquired entity in line with the parent company’s current offering for its corporate customers.Implementation of a Regulatory Driven Global Initiative – Design, implementation and execution of the Volcker Metrics Reporting for the Wealth Management division of a Swiss global universal bank. Led and managed an independent work stream to analyse and classify the banking activities over 14 locations in EMEA and APAC. Organized the documentation of the results in a globally used application while closely working with senior management across the bank.Market Entry Strategy – Development of a market growth strategy for the Swiss retail banking market. Performed thorough analysis alongside a holistic framework of dimensions and value/growth drivers to identify target regions and customer segments as well as relevant products.Post Merger Integration – Integration of full client portfolio and banking operations of a leading Swiss private bank following an asset deal with another Swiss private bank. Successfully managed a client team consisting of seven resources as part of the archive separation and led several working stages of the target operating model design of the new banking entity in general project management tasks including project planning and identification of key questions.

Sales Activities | Market & Sales ManagementPrivate & Wealth Management Clients SwitzerlandProject experience:Project and Change Management – Performed general project management tasks and coordination with various stakeholders. Supported the change management while placing reliance on client book planning and client development meetings in the front office. Supported the preparation of training and planning material for internal purposes.Front-to-Back Analysis – Performed a front-to-back analysis on special tariff terms in the context of reimbursement for security/ mortgage transfer costs and initiated the implementation to the banks performance system.Insight Led Growth – Provided support for the development and implementation of a lead management System tool that provides the front office with information on current/ prospect clients to expand client base and to develop cross selling potential for retail and affluent clients. Tasks included the development and design of features based on business needs as well as on the inclusion of additional data bases while serving as interface between business and IT.Client Data Analytics – Provided support for the development and verification of interdisciplinary projects in the context of client acquisition and client retention while serving as interface between business, IT and analytics. Supported TOM design and implementation of client churner probabilities to client book planning.