Tess Jasmine Mcleod Email and Phone Number
I believe business is personal—at its best, it’s all about human connections. "People buy people". My work revolves around creating genuine relationships that go beyond transactions, whether through business development, consulting, brand strategy, partnerships or unique client experiences.With 20+ years of experience in wealth management, I specialize in engaging (U)HNW clients and building connections that last. From financial services to luxury goods, hospitality, philanthropy, wine, media, sports and entertainment - my global network is diverse and far-reaching.I bring a rich, multifaceted perspective shaped by a diverse cultural background and unique life experiences, having lived in Germany, Libya, Saudi Arabia, Scotland, England, and Switzerland. My career has been equally diverse, including three years of military service, which further strengthened my discipline, leadership, and commitment to excellence.Through training in the culinary arts as well as business, I bring a deep understanding of what it means to cater to life’s most discerning individuals. As a leader I’m passionate about bringing diverse mindsets, age groups and demographics to any team, drawing from my personal journey and professional path to champion this cause at every opportunity.
Cape Capital
View- Website:
- capecapital.com
- Employees:
- 18
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Head Of Client EngagementCape CapitalZurich, Switzerland -
Head Of Client EngagementCape Capital May 2022 - PresentZurich, SwitzerlandResponsible for the strategy, development and execution of the client engagement landscape;- Brand management- Content and distribution - Internal and external communications- Employee engagement and training -
FounderCountess Jun 2021 - PresentConsultant in UHNW client engagement, events, VIP services and etiquette. Speaking and lecturing services. -
Brand Manager & AmbassadorPoetry Spirits Jun 2023 - Present -
Managing Director: Group Head Of MarketingQuintet Private Bank Nov 2019 - Apr 2022Zurich, SwitzerlandDriving vision and transformation as CMO. I was responsible for overseeing all marketing activities across the Quintet Private Bank group and its affiliates. Leading the development and management of the Quintet brand, driving growth through marketing strategy, communications, content and client experience. Global Head of the end-to-end Client Engagement strategy, framework, marketing, delivery and governance for Quintet Private Bank. Lead for group sponsorships, partnerships and multi-disciplinary engagement campaigns. Designer and Editor in Chief of the For a Richer Life content platform and all of its components. -
Executive Director: Global Head Of Uhnw Client Engagement & Strategic PartnershipsUbs May 2013 - Oct 2019Zürich Area, SwitzerlandLeading three teams, I was responsible for the creation and implementation of a Global end to end client engagement value chain for the Wealth Management business. Including the development of an Engagement Governance framework to provide accountability, ROI measurement and global evaluation on UHNW engagement platforms. Management of all hospitality platforms for the UHNW segment, as well as for the Executive Board of UBS Wealth Management. A strategic partner to the business in the disciplines of Thought-Leadership, Sport, Lifestyle, Culture and Passion Fields (with a strong focus on Motorsport and Art), Philanthropy, Family Office, Next Generation Client Education, Luxury Experience and VIP & Cultural Protocol. Collaboration with partners in luxury goods, luxury operations (private aviation, yachting), real estate, speaker, design and production industries. Member of the WM Marketing Management Committee and the Womens Business Network. Relationship Management and acquisition. -
Director: Head Of Global Uhnw EventsUbs Aug 2011 - May 2013Strategic Client Experience initiatives, creation and implementation of UBS UHNW Client Experience Quality Standards, premium signature events around global Formula 1, sporting, business, philanthropic & contemporary art platforms, sourcing of and partnerships with bespoke, luxury event venues and operations (airline, yachting, real estate), niche advertising, collateral development, internal and external communications. -
Marketing & Communications Manager - Private Placement Life InsuranceSwiss Life Global Solutions May 2010 - Jun 2011Zürich Area, SwitzerlandMarketing manager dedicated to the Private Placement (U/HNW) division of Swiss Life including: event conceptualization & management, project management, copywriting & editorial, internal & external communications, digital content management, media relations, corporate responsibility, VIP hospitality, sponsorship negotiation, marketing strategy. -
Senior Uhnw Event Manager, Private WealthGoldman Sachs International May 2006 - Dec 2009London, United KingdomDedicated to private wealth management projects specifically UHNW (Key Client & Next Generation), Institutional Wealth Management. Managed interface between the business and delivery team for client events and hospitality. Worked closely as a strategic partner to Head of Private Wealth and strategy teams in order to strategize, formulate, conceptualize and manage delivery of key client initiatives on a global scale. -
Senior Event & Sponsorship ManagerRbs International 2002 - 2006London, United KingdomManagement of key events including Global Central Banks Conference, Film Finance Event: Cannes, MIPIM: Cannes Film Festival, Annual Leadership Conference. Sports sponsorship including RBS 6 Nations, F1 BMW Williams, NatWest cricket. -
Graduate Trainee & Marketing ExecutiveRbs Insurance Sep 2000 - Aug 2002
Tess Jasmine Mcleod Education Details
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Pass With Commendation -
2:1 Honours -
BcftcsCommendation
Frequently Asked Questions about Tess Jasmine Mcleod
What company does Tess Jasmine Mcleod work for?
Tess Jasmine Mcleod works for Cape Capital
What is Tess Jasmine Mcleod's role at the current company?
Tess Jasmine Mcleod's current role is Head of Client Engagement.
What schools did Tess Jasmine Mcleod attend?
Tess Jasmine Mcleod attended Cim | The Chartered Institute Of Marketing, University Of Birmingham, Bcftcs.
Who are Tess Jasmine Mcleod's colleagues?
Tess Jasmine Mcleod's colleagues are Luka Jerotic, Maximilien Giaccari, Cfa, René Pfister, Michael Lienhard, Philipp Schlumpf, Lennox Gautschi, Milos Pantic.
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