#2853

Digital Banking & Wealth Management

  • Salary expectation: CHF 140'000 - 160'000 per year
  • Type of contract: Permanent
  • Availability: To be agreed
  • Work execution: Onsite/Onshore, Home office/Remote

X

Workplace preferences

  • Prefered location: Vaud, Geneva, Fribourg
  • Travel percentage: 20 %

Nationality

  • Swiss

Useful information

  • Birth date: Apr 17, 1973
20 Companies trust me
10 Different work locations
3 Languages
25 Years of work experience

Summary

At this point in my life, my dream job is one where I get to lead and take on exciting initiatives on digital banking transformations projects that disrupt the current industry.
Participate and evolve in a dynamic and innovative environment to design strategies, visions, and systems which have a real impact on people.

I thrive when I can explore and share ideas and find solutions of uncharted territory with a wide range of stakeholders, where I have the opportunity to supersede expectations with a passionate team that thinks long term results, has an agile mindset and wants to challenge the old-school’s models.

My dream job should allow me continuous opportunities to learn and grow fast in my career, involved in human size and values, responsible company and that consider work-life balance with a competitive package.

Key competencies

5/6

PROJECT MANAGEMENT

Advanced

6 years of experience

I'm still using this competency

6/6

BUSINESS ANALYSIS

Expert

17 years of experience

I'm still using this competency

5/6

Banking

Advanced

21 years of experience

I'm still using this competency

Latest experience

Principal Business Analyst

2018 - PRESENT

Key achievements:
Eliminated low-value activities, freed expertise and reduced onshore costs, by organizing and delivering mentoring, ramp-up and knowledge transfer activities to offshore and nearshore senior business analysts.
Delivered 6 main developments, into 3 major releases over 15 months, by supporting, supervising and providing guidance, advises and best practices to multi-disciplinary offshore and nearshore teams.
Speed up work efficiency, by using and promoting, across the different internal teams, innovative productivity solutions (Virtual Machine Environment, brainstorm tools, agile methodology).
Main activities and responsibilities:
Within the department in charge of the transformation of the next generation of digital wealth management products, I am leading business solutions from concept to launch, participating to the strategies and the evolutions, collaborating closely with other stakeholders and coaching off-shore senior business analysts to build a cross product (back-office) and end-to-end portfolio & advisory management system.

Principal Business Consultant & Project Manager

2016 - 2018

Key achievements:
Achieved in 7 years, over 20 different missions, advising and helping 15 international banks in their digital transformation.
Managed and delivered several clients' implementations and migrations on projects of all sizes and with major technological challenges.
Enhanced banks' business processes and European regulatory compliances through personalization proposals and advises, increasing efficiency in daily work business for small to large number of users (portfolio managers, external asset managers, investment managers and relationship managers).
Improved wealth management products, by regularly proposing new functional solutions identified and gathered during customer workshops.
Contributed to some clients' decisions during sales processes by demonstrating proof of concepts, participating to strategic preliminary workshops and presenting functional demonstrations.
Boost sharing consultants' skills and knowledges across professional services department, by re-using corporate tools to organize and create wiki pages on complex and undocumented subject matters.

Main activities and responsibilities:
As part of the wealth management products expert team, I broaden my skills and increased my expertise by providing Portfolio & Wealth Management solutions advices to prospects, clients and partners across Europe and in different roles.
As Project Manager, using agile and internal methodologies, I led multidisciplinary teams of highly specialized profiles, managed projects within the defined scope, plan and estimation, organized architecture meetings and follow-up, and participated in pre-sales service engagement activities.
As Lead Business Consultant, I analyzed business/functional architecture and requirements in all project stages, identified gaps and issues, participated to workshops and presented demos during sales processes (RFI/RFP). I audited customers and partners implementations to advise guidelines and best practices.

Senior Business Consultant & Delivery Manager

2013 - 2016

Main activities and responsibilities:
As Delivery Manager, I was responsible to manage, coordinate and follow up continuous packaging delivery of customized business rules, configurations and UI components during customer projects implementation, by using agile tools to build dashboards.
As Lead Business Consultant, I served as the single point of contact for our clients in Switzerland and some European countries for the holistic functional of our portfolio management solution. Involved in the main project functional deliveries, I was working with product team to discuss new business opportunities and called to coach and train internal collaborators, partners and banks' development teams on new concepts.

Senior Business Analyst & Project Coordinator

2010 - 2013

Key achievements:
Coordinated projects of all sizes and delivered several major releases and product fix versions of our main portfolio and wealth management product.
Ensured SDLC process and Agile methodology are applied and respected across all teams and by profiles involved all along the project’s phases.
Boost productivity and optimized daily project management activities for tracking tasks, product improvements, issues by creating and personalizing agile, shareable dashboards into Jira.

Main activities and responsibilities:
The merger between the new and previous company allowed me to take on new challenges and higher responsibilities.
As Project Coordinator, I managed a series of projects, coordinated multi-discipline teams and followed up change requests. I participated in workshops to define SDLC processes and agile methodologies.
As Business Analyst, I was involved in all projects' phases, including test campaigns, customers’ incidents investigations, maintenance and support on hotfixes and collaborated closely with the Services' teams and the Training Center.

Education / Training

B.A.Sc. in Computer Sciences and Software Engineering

Diplôme universitaire de technologie=> DUT 2000 - 2003

- Major in Software Development
- Co-op Program

Federal Certificate of Proficiency - Business & Banking

Attestation fédérale de formation professionnelle (AFP) 1989 - 1992

Languages

6/6

French

C2 - Mastery or proficiency

5/6

English

C1 - Effective operational proficiency or advanced

3/6

German

B1 - Threshold or intermediate

Available documents

Reference check / Ranking
Motivation Assessment
Values Assessment
Culture fit Assessment
Personality Assessment
Skills Assessment
CV/Resume
Diplomas / Certificates
Video Interview