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.).

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.

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)