Thomas Werder Email & Phone Number

Zürich, Zürich, Schweiz

Zürich Und Umgebung, Schweiz

- Coach and Mentor, e.g. #Tenity- Senior Advisor, e.g. FinTechs in the Transformation from Start-Up to Scale-Up- Investor, e.g. #DIventures, SICTIC

Zug

Fixed term contract to structure and manage all Finance-related topics (incl. Audit), Board-of-Directors interactions (including Board Meetings), Shareholder-interactions (including capital raise, AGM), HR (covering 24 employees) and projects (open banking, legal, clients, marketing)

Kilchberg Zh, Kanton Zürich, Schweiz

Zürich Und Umgebung, Schweiz

Drive and facilitate UHNW client and prospecting activities in close collaboration with Front Management and Client Advisors.Identification and implementation of one bank opportunities, market intelligence as well as leading initiatives to support global UHNW growth.

Zürich Und Umgebung, Schweiz

Head Business and Sales Management UHNW & GFO CH, responsible for:- Business Development: leading initiatives to foster UHNW & GFO CH growing Net New Money (e.g. by systematic Market Intelligence, growth projects), Net Revenues (e.g. by Sales Initiatives), Net New under Contract (e.g. by introducing new advisory and discretionary solutions, trainings etc.) and to support Client Advisors and Management on specific client projects, etc.- Project Management, leading projects from idea… Show more Head Business and Sales Management UHNW & GFO CH, responsible for:- Business Development: leading initiatives to foster UHNW & GFO CH growing Net New Money (e.g. by systematic Market Intelligence, growth projects), Net Revenues (e.g. by Sales Initiatives), Net New under Contract (e.g. by introducing new advisory and discretionary solutions, trainings etc.) and to support Client Advisors and Management on specific client projects, etc.- Project Management, leading projects from idea generation to implementation such as launch of UBS Advice Premium [Ultra], Balance Sheet Initiative WMCH, Offering Architecture UHNW BCCH redesigning the advisory and discretionary mandate shelf for Ultra clients and Family Offices, etc.- Sales Management, leading sales initiatives across asset classes, closely collaborating with stakeholders from IPS, Asset Management, IB, conducting weekly sales meetings and quarterly Practice Group Meetings, driving / supporting sales and pricing initiatives from a segment perspective- Management Support: Operational responsibility for all management meetings (content, follow-up etc.), financial transparency, internal positioning of area, collaboration with partners within IPS, AM, IB, CIC, MN, WMI, WMCH, other segments, Legal, Compliance, Marketing, Finance, Operations, HR, etc., Regional Alignment, e.g. with Region Heads, Regional UHNW Heads Show less

Zürich Und Umgebung, Schweiz

Leading a team of 8 dedicated Key Account Managers, fostering and driving all in-vestment solutions in PB markets:- Orchestrate Investment Services and Products (ISP) in the PB markets, facilitating and pro-actively addressing investment initiatives and focus topics- Present Investment Ideas and Themes in Product Committees, Sales Meetings, Roadshows, Client Events- Identify and leverage best investment solutions across markets- Act as point of entry for relationship managers in… Show more Leading a team of 8 dedicated Key Account Managers, fostering and driving all in-vestment solutions in PB markets:- Orchestrate Investment Services and Products (ISP) in the PB markets, facilitating and pro-actively addressing investment initiatives and focus topics- Present Investment Ideas and Themes in Product Committees, Sales Meetings, Roadshows, Client Events- Identify and leverage best investment solutions across markets- Act as point of entry for relationship managers in all relevant product, tool and theme-based matters (across all asset classes and product categories)- Lead investment projects between markets and ISP- Result: increase in Private Banking Contribution / Gross Sales via Investment Themes and managed investment product sales Show less

Responsible for Projcect Portfolio Management and Innovation Initiatives in Investment Services and Products, Credit Suisse; leading 8 professionals

Responsible for all projects and steering the overall product landscape in PB Switzerland (up to 17 direct reports)