27.11.2025 aktualisiert
100 % verfügbar
Business Development Consultant, Product Manager, Business Analyst
Wangen ZH, Schweiz
Weltweit
Dr. oec (HSG)Über mich
Als Schnittstelle zwischen Fachbereich und Technologie im Consulting, Business Development, Advisory und Business-Analyse habe ich Kundenberaterprozesse, Anlagedienstleistungen, CRM, Onboarding, Adverse-Media-Screening, KI-gestützte Recherche und Compliance-Software weiterentwickelt.
Skills
Agile MethodologieKünstliche IntelligenzAnlagenverwaltungBusiness IntelligenceBusiness DevelopmentBusiness Process ManagementKundenbeziehungsmanagementBusiness AnalysisUnternehmensberatungGeschäftsprozessmodellierungComplianceBeratungAnlageberatungAnlagestrategieRichtlinie über Märkte für FinanzdienstleistungenSap ErpPortfolio-OptimierungProdukt ManagementScrumSQLBetriebsmodellenLiefermanagementGeldwäschebekämpfungTestenMiFIDII (Richtlinie über Märkte für Finanzinstrumente II)DatenanalytikFATCA / Gesetz zur Einhaltung der Steuervorschriften für Ausländische Konten
Product Management
Development of new products, roadmap definition, product enhancement specification and business analysis for compliance suites and AI platforms
Strategic Consulting
Project lead and business lead in strategic and operational bank projects, conception of operating models and strategy controlling
Investment Advisory Services
Setup and rollout of investment advisory services, client advisory processes, and wealth management consulting
Agile Development Methods
Project and agile delivery management including sprint planning, grooming, testing, and release planning
Data Analytics
Conception of pilot projects for data analytics, market potential analysis framework, and business intelligence
Regulatory Compliance
KYC, AML, FATCA, QI, AIA, MiFID, crossborder framework and regulatory topics implementation
IT Systems Management
Avalog, CRM systems, Investment Advisory tools, BPM tools, SQL, SAP ERP, and various business process management platforms
Sprachen
DeutschMutterspracheEnglischverhandlungssicherFranzösischgut
Projekthistorie
Product Management, Development of new products, Sales, Client Account Management, Project and Delivery Management, Business Analysis
Head of the Wealth Advisory Consulting team and set up of consulting services, Project lead and business lead in client projects, Presales consultant
Project lead and business lead in strategic and operational bank and client-focused projects, elaboration on concepts, line management for students