In the role as a Product and Project Manager, I am defining the product roadmap and strategy for the custody, payment, and settlement network. Deliver strategic leadership to project teams of project leaders and specialists across multiple functional areas. Manage the products throughout its lifecycle and lead the virtual product team to ensure delivery of agreed objectives. Oversee the custody offering in close collaboration with clients, sales, sales trading, and other product managers. Collect, communicate, manage, and maintain the traceability of requirements from clients, sales, sales trading, operations, legal, risk and regulatory. Write business cases for investments, assess pricing and revenue potential for gaining internal approvals. Perform product demos to customers and develop relationships with key clients. ♦ Attended business conventions (Sibos, AIMA, Swiss Fund Day), and created leads for the institutional sales managers. ♦ Generated leads for sales from my existing global custody network. ♦ Designed and wrote the requirements for the core banking multi-entity upgrade to be able to book transactions in multiple locations across Crypto Finance at the same time. ♦ Worked with international well-known banks on tailor made custody solutions including special withdrawal processes. ♦ Designed front-to-back processes for large and mid-sized banks.

Deliver strategic leadership to a project team of project leaders and specialists across multiple functional areas and encourage them to achieve set goals. Manage the Key Trader offering in close collaboration with different sales teams within the UBS Investment bank as well as client advisors. Communicate with clients and external IT service providers about the development of implementation project plan and ensure effective management of project resources. Prepare and administer project budget with a focus on reducing additional costs. Build strong communication between external clients, sales, client advisors, and internal cross-divisional teams, such as equities, fixed income, FX, exchange-traded derivatives trading desks, and legal, compliance, operations, global custody, and business technology. ♦ Provided clear governance and reduced misunderstandings by assessing and updating market-compliant trading terms documents for risk mitigation. ♦ Decreased manual interventions for UBS, broker, and client within Swiss market for physical CH securities by implementing physical framework to process DVP transactions without manual handling. ♦ Analysed client requirements and customized setups accordingly to optimize customer experience. ♦ Led successful negotiations of contracts with clients and external service providers. ♦ Organized and spearheaded projects from start to finish with clients and several internal sub-project streams, ensuring successful completion on-time and within budget. ♦ Established and strengthened long-term professional relationships with national and international bank for bank clients and regulated brokers.

Conducted service meetings and calls with clients, service reviews, and client visits to ensure effective stakeholder management at all levels. Bridged communication gap between client and service delivery teams to manage ad-hoc requests. Collaborated with relevant internal and external stakeholders for the development and execution of system configuration and underlying processes as well as client plans and comprehensive solutions. ♦ Defined and executed front-to-back process without manual interaction for UBS and the client with additional assets under custody of CHF200M to CHF300M. ♦ Attained maximum levels of client satisfaction through effective complaint and claim handling. ♦ Developed and maintained long-lasting relationships with customers for repeat business. ♦ Formulated and delivered effective presentations to drive project management and process improvement as well as secure new customers.