François Wegmüller Email & Phone Number

Zurich, Switzerland

My responsabilities comprise LMS management (user management, training structure, enrollments, reminder management), development of interface and processes, learning consultancy (consulting of training owners, management of training requests, training review cycles and course & certification creation and maintenance), management of training roadmaps, development of Onboarding programs, Proprietary Training development, consulting employees, HR Analytics and reporting.

Zurich, Switzerland

My activities include driving the governance to manage new business initiatives for UBS Global Wealth Management as part of the Credit Suisse Integration, covering new products, new channels, entity and license changes, moderating the bi-weekly ‘New Business Alternative Governance’ (NBAG) Forum to review and approve new business initiatives, preparing the meeting materials, meeting minutes and audit trail documentation for the NBAG Forum, managing the NBAG case pipeline, priorities and dependencies along the various integration timelines, aligning the progress with various stakeholders across all regions and functions and overseeing quality assurance and leading the overall alignment with the Group Integration Office.

Zurich, Switzerland

As Deputy Line Manager taking charge of training and internal communication to ensure compliance of our client-facing employees for important regulatory change programs such as FinSA, MiFID II, ESG and Swiss Data Protection. This includes conceptualizing, producing and editing training material (learning nuggets, eLearning, front guidance documents) as well as hosting and leading through cross-divisional virtual classroom trainings, and additionally promoting the topics through an effective internal communication plan.

Zurich, Switzerland

Carrying out training needs analysis and designing, organising, rollout, hosting and reporting of (virtual) classroom, e-learning, blended and video trainings); LMS first line supporter; preparing eLearning courses and offering for all major regulatory- and compliance-related trainings plus updating assessment module on Cross-Border trainings; onboarding of new joiners; support and consult talents in the talent management process

Zürich, Schweiz

Assisting PB with client order requests and management of upcoming deadlines, preparation of client visits and assisting with the onboarding of new customers and preparation of business trips and deputising during PB’s business trip absences, due dilligence and KYC reviews.

Zürich, Schweiz

Responsible for sign-offs for daily business transactions and lombard loans, FLOD investigations and ther regulatory required controls, due dilligence and KYC first checks. Support of Front staff for operational, technical and educational issues for private banking teams based in Zurich and Geneva. As an additional task covered for CROs as CSO during absence or maternity leave of an assistant.

Training new employees in knowledge of banking, on internal processes and introducing them to Avaloq; technical support for Avaloq related to access rights, change management and testing for CEE and deputy of Swiss Onshore Business Management; and evaluation and supporting of employees with reference to the yearly employee’s survey.

Zurich, Switzerland

Assisting on the EAM desk mainly for CEE customers for client order requests; preparation of client visits and assisting EAM with the onboarding of new customers; and responsible for the coaching of trainees. Later moved to work for a PB travelling Central Eastern Europe and other countries (i.e. Russia, Ukraine, Kazakhstan etc.).

Zürich, Schweiz

Responsible for placing, switching and booking of Coutts Investment Programmes and third-party investment funds; booking of Eurobonds including settlements and reconciliation; delivery and receipt free and against payments for Switzerland and Asia plus reconciliation and custodian transfers; and registration and de-registration of Swiss Registered shareholders.

Zurich, Switzerland

Controlling of positions according to bylaws of the Swisscanto investment funds, preparation of the valuation of FX Swap positions in the investment funds and administration of internal workflows.

Zurich, Switzerland

Operations Specialist at Warburg Dillon Read 1998 - 1999: Responsible for booking, reversals and rectifications of Bond orders in foreign currencies plus managing the Euroclear and Cedel open positions to ensure timely settlement of trades.Bank apprenticeship at the Swiss Bank Corporation from 1995 - 1998

Certificate Of Advanced Studies, Edidactics, 5.9

Certificate Of Advanced Studies, Innovations In Digital Learning, 4.9

Höhere Fachschule Für Wirtschaft, Higher Education/Higher Education Administration

Banklehre Mit Kv-Abschluss

Certificate Of Advanced Studies, Organisational Design In Digital Learning