• Restarting and Developing the Zurich Branch• Growth of Customer base by CHF 600m within 14 months and 6x increase of monthly revenues• Re-establishment of all Operational, Onboarding, Client Servicing and Control Processes• Monitoring and Managing key KPIs and Cost control of the Branch• Responsible for Operations, Finance and HR; overall lead and coordination of Branch with HQ• Leading and facilitate communication and reporting to the Head Office LIE and to the Group• Main contact person for any regulatory topics in Switzerland by FINMA• Support and coordination of Credit transactions (Mortgages & Lombard)

• Organisational Transformation and Strategy implementation• Deputy of CFO/COO• Drive Digitalization efforts in the Bank (Cloud, MS Azure, PowerBI, Concur Expense)• Implementation and Monitoring of Internal Controls in CFO area• Lead coordination and engagement with External Audit• Monthly Reportings for BoD, ExCo, Regulator and Business Line performance• Lead monthly closing• Ad-Hoc analytical requests• Annual Budgeting Process and regular budget updates• Support Front and Business Management• Setup of Group Transfer Pricing Framework, Cost and Revenue Sharing• Lead Facility Management (Lease coordination, negotiation, office fit out, technical services)• Implement Stragtegic Pricing initiatives (Fees, Negative Interest rates)• Setup and Maintenance of Formulaic Rewards scheme for RMs• Implementation and running of Procurement processes• Manage Outsourcing and outsourcing controls

• High Exposure to audits in Private Banking (Front-to-Back) and Capital Market Regulation in particular in Emerging Markets locations (Latin America, Asia, Middle East). • Management, training, coordination and job assessment of auditors assigned to the audit team.• Coordination and exchange with regional CROs on risk topics – Audit of key risk topics in departments and locations.• Data Analytics use case development and utilization– support in buildup of Data Analytics dep.• Global coordination of Annual Risk Assessment and Group Audit Planning.

• Internal Audit and Regulatory Audit engagements in Private Banking, Credits, Finance and Markets.• Post-Integration audits on aspects such as Consolidated Supervision, Global Standards & Controls.• Responsible auditor for several audits in European locations & Middle East.• Audits on adherence to Markets regulation (SIX) and Suitability regulation (incl. MIFID I & II).• Evaluation of Cross-Border, Compliance and Risk Management topics.• Data Analysis for audits based on data from MIS, CRM and core banking systems.

• Integration Merrill Lynch International Private Banking Business • Several Project, Coordination, Strategic and Negotiation tasks• Ad-hoc financial analysis for Head Integration, CFO, Investor Relations• Manage and handle economic transfer statements, other agreed costs BJB and BoAML.• Coordinate consideration payments between Julius Baer and BAML for upcoming closings • Coordinate open finance issues with Tax, Accounting, MIS and Controlling sub-streams• Prepare project reporting files; MIS coordination and establishment of queries.

• Internal Audit Engagements in Operations, Private Banking, Markets, Investment Consulting areas.• Internal Consulting Engagements in Risk Management, Markets, Private Banking.• Evaluation of internal projects and project management.

• Conducting and participating in a variety of projects and process redesigns in Finance area.• Participation in Strategic initiatives and analysis on Operations and Product Offering topics.• Maintenance, Review policies, process and procedure manuals in Finance. Assistant to local CFO.• Business Process Reviews and Changes (exposed to SIX SIGMA Approach), Budget Benchmarking,• Management information analysis in preparation for Management Meetings. • Team member/contributor for various Strategic Initiatives internally

• Project manager and contributor for different project driven initiatives in Wealth Planning.• Reporting of monthly figures and KPIs. Maintenance of team sharepoint and Intranet.

Audit of large Multinational Insurance and Reinsurance Companies. Member of different Teams. Financial Analysis used during engagements.

Intern ControllingIntern in Budgeting Process and Controlling