Philippe Heiz Email and Phone Number
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I have a proven track record of successfully managing large budgets and global teams comprising a variety of competencies and levels of seniority. I combine a thorough understanding of the financial industry acquired over many years with an acumen for technology and process management.Strengths:- Strong leadership and people skills. Inspires high respect, commitment and motivation of staff and peers through clear communication, unchallenged expertise and high sense for ethics. - Recognizing trends that could influence the Firm’s business and ability to conceive innovative and pragmatic solutions.Areas of expertise / Specialties- Content creation (incl. workflow management) & distribution (incl. channel management)- Digital and print publishing- Strong knowledge of regulatory requirements that apply to investment/financial research- Building high performance / diversified teams on a global scale
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Senior Business Development ManagerAro Treuhand │ Fiduciaire │ Fiduciaria Aug 2021 - PresentZurich, Switzerland
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Business ConsultantSelf-Employed Sep 2020 - Jul 2021Business process reengineering and automation.Consultant and coach for senior management.Consultant for the development of fiduciary branch.
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Senior Business ConsultantPragmatica Ag Aug 2019 - Apr 2020Zurich -
Product Management, Head B2BBank-Now Ag Sep 2017 - Jul 2019Horgen
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Head Information & Platform ManagementUbs Wealth Management Jul 2014 - Aug 2017Zürich Area, SwitzerlandAs head CIO Information & Platform Management I am responsible for delivering the objectives of a number of inter-linked global and cross functional projects building together an entire CIO strategic platform program. This includes responsibility for the timely implementation of defined program objectives in line with quality standards and budget.Main responsibilities and activities- Manage all aspects of a program, which includes project planning, execution, timing, quality, cost and early identification of potential issues- Manage a team of experienced Project Managers, either directly or as part of a matrix organization, ensuring efficient use of resources- Identify and manage senior stakeholders and clients, evaluate their interests and establish effective communication channels ensuring effective stakeholder management and engagement Key Deliverables- Deliver program objectives -
Head Business Management, Global Chief Investment OfficeUbs Wealth Management Apr 2012 - Jul 2014Zürich Area, SwitzerlandAs head of Business Management and Planning I report to the Chief Operating Officer and support him in managing the Global CIO function day-to-day. This requires business operation, risk and quality management, process optimization as well as the development and implementation of business-wide action plans and key initiatives. I supervise several teams of specialists covering business planning, performance analysis, risk management, and business support.Main responsibilities and activities- Serve as primary liaison to the respective business and coordinates the supporting units, i.e. manages the interfaces to HR, Legal, Risk, Compliance, Finance and Controlling- Set objectives and monitor execution against plan for direct reporting functions- Align projects or manages a portfolio of projects, ensuring efficient use of resources- Evaluate and mitigate risks, ensures compliance of staff and processes with existing regulations as well as adheres to financial targets where applicable- Business risk profile assessment, including the optimization of processes, financial and human resources- Design and implementation of KPI as well as Individual Performance Framework
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Senior Project ManagerUbs Wealth Management Jun 2011 - Apr 2012Zürich Area, SwitzerlandSenior business project management in charge of implementing a centralized intelligence and collaboration platform that supports the Global Chief Investment Office's investment process.
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Head Ips Product Management Client ReportingUbs Wealth Management Jun 2010 - Jul 2011Zürich Area, SwitzerlandAsset Reporting (basic statement of assets reporting including online access)Investment Reporting (advanced reporting for high-end clients)Investment Accounting (financial and securities accounting)Tax Services (tax reporting and tax reclaim services)
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Head Strategic SolutionsUbs Wealth Management Jul 2008 - Jun 2010Management of a team of 5 project managers in the area of Wealth Management Research.
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Director, Head Data & ProcessesUbs Ag Jan 2002 - Jul 2008Zürich Area, SwitzerlandWealth Management Research, Single Security Research, Data & Processes
Philippe Heiz Skills
Philippe Heiz Education Details
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Heg Fribourg, University Of Applied SciencesBusiness Administration, Banking And Finance -
Collège ChampittetGeneral Secondary Education
Frequently Asked Questions about Philippe Heiz
What company does Philippe Heiz work for?
Philippe Heiz works for Aro Treuhand │ Fiduciaire │ Fiduciaria
What is Philippe Heiz's role at the current company?
Philippe Heiz's current role is Senior Manager, Business Consultant, Financial Services.
What is Philippe Heiz's email address?
Philippe Heiz's email address is ph****@****ubs.com
What is Philippe Heiz's direct phone number?
Philippe Heiz's direct phone number is +121271*****
What schools did Philippe Heiz attend?
Philippe Heiz attended Heg Fribourg, University Of Applied Sciences, Collège Champittet.
What skills is Philippe Heiz known for?
Philippe Heiz has skills like Strategy, Wealth Management, Management, Risk Management, Investments, Content Strategy, Digital Strategy, Finance, Equities, Private Banking, Fixed Income, Project Management.
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