- SWOT analysis of client book and value proposition- Translate observations into segment strategy - Propose and implement enhancements to the operating model and offering

I was mandated to establish a new Global Sales Management function and integrate the former Client Segments team into this. I established a cross-functional capability delivering projects such as:- A client referral project in all markets excluding APAC, with tangible lead generation- The 2023 Global Client Survey, improving client experience whilst generating more leads- The generational asset retention project, activating RM’s and Wealth Planners in various markets -… Show more I was mandated to establish a new Global Sales Management function and integrate the former Client Segments team into this. I established a cross-functional capability delivering projects such as:- A client referral project in all markets excluding APAC, with tangible lead generation- The 2023 Global Client Survey, improving client experience whilst generating more leads- The generational asset retention project, activating RM’s and Wealth Planners in various markets - Formalize the sales management capabilities into the bank’s capability map and operating model- Process improvement to better support newly hired RM’s achieve their targets- Tool improvement to better support book planning and sales management processes Show less

I was mandated to drive cross-divisional projects for the Swiss Digital Bank, to support the global alignment of capabilities across divisions, such as:- The piloting and expansion of an APAC digital advisory platform across regions- Implementing and driving adoption of collateralized loan offering journeys for RM’s and clients- Defining the strategy and roadmap for the digital Swiss business banking offering- Expanding a fintech based multi-custodian reporting capability across… Show more I was mandated to drive cross-divisional projects for the Swiss Digital Bank, to support the global alignment of capabilities across divisions, such as:- The piloting and expansion of an APAC digital advisory platform across regions- Implementing and driving adoption of collateralized loan offering journeys for RM’s and clients- Defining the strategy and roadmap for the digital Swiss business banking offering- Expanding a fintech based multi-custodian reporting capability across divisions- Defining a cross-divisional implementation roadmap for workflow supported payment orders-Established the business management function for a new advisory & sales department Show less

I was mandated to establish an end-to-end framework to prioritize, curate, edit and distribute digital investment content for the APAC Private Bank, e.g.:- Daily operations of the regional advisory content creation and distribution framework- The related risk and control framework (i.e. country and product restrictions, investment suitability)- The strategy and implementation of the digital advisory distribution roadmap

- Target Operating Model design for digital client onboarding and the ‚RM cockpit‘- Establishment of the APAC Innovation & Ventures Group to streamline CS's interface to Fintechs- The equity investment into a fintech and integration of its multi-custodian reporting capability

- Regulatory risk remediation for the APAC division of a Dutch corporate bank- Target Operating Model design for the APAC client onboarding function of a UK investment bank- Operational stream lead for the legal merger of multiple APAC entities of a UK investment bank - Coaching of junior consultants - B2B business development

- Solution design and vendor selection of a Payments and Collection Platform for a French bank.

- Implementation of a new European cash management offering for a Dutch corporate bank (NL, BE, UK)- Digitization of Tax Operations processes for an American Investment Bank (UK)- Improving the Program governance of a global core banking program of a Dutch Corporate Bank (NL)

- Establishing a Transaction Banking Partner Agreement between a Dutch and UK corporate bank- Post-merger migration of Belgian corporate clients to a Dutch cash management platform (BE)- Design of a digital portfolio reporting capability for a Belgian private bank

I assisted the Marketing Manager for listed derivatives in the Benelux