Bergisch Gladbach, Germany Experience
Apr 2024 - Present
1 year 8 months
- Travel and adventures with family overseas
- Further training in artificial intelligence and blockchain
- SCRUM and PRINCE2 certifications
- Sports (endurance and tennis)
Jan 2020 - Mar 2024
4 years 3 months
- Managing international third party asset managers and KVGs for investment funds (AIF & UCITS) in global custody
- Responsible for strategic development of product offerings and service quality
- Member of the steering committee for product extensions
- Initiating cross-selling opportunities within the HSBC group (equities, FX, listed and OTC derivatives)
- Conducting regular service review meetings (agenda preparation, moderation, follow-up)
- Coordinating projects with global units: USA T+1, CSDR, direct dealing & FX forwards CNY onshore China
- Risk management: first line of defense
Jul 2016 - Dec 2019
3 years 6 months
- Managing banks and brokers, asset owners, KVGs and asset managers in custody (depositary) and corporate trust services for corporates and SPVs
- Handling daily and project-related client requests & coordinating with internal teams
- Initiating sales processes (cross-departmental)
- Local project coordinator for global rollout of a query management system
- Setting up and negotiating SLAs for a new trading system, including backoffice outsourcing tasks
- Complaint and escalation management
- Credit validations and price negotiations with clients
Apr 2014 - Jun 2016
2 years 3 months
- Advising on creating the business plan and on company formation
- Strategic planning in product development
- Gathering customer requirements and documenting functional specifications for a B2B marketplace rollout
- Budget planning for customer acquisition and various MVPs
- Analyzing customer feedback to optimize UX
Apr 2011 - Mar 2014
3 years
- Building and expanding the institutional client base (portfolio managers, financial advisors, pension funds, pension schemes, and insurance companies)
- Capital market placements of small and mid caps (including roadshows)
- Brokerage for mid-sized companies
- Trading domestic and international securities
- Implementing a financial transaction tax project
Jul 2009 - Mar 2011
1 year 9 months
- Main point of contact and liaison between internal SEB Group teams and external partners
- Risk management - validation of VaR and scenario analyses
- Investment compliance
- Coordination of trading and settlement processes (securities lending)
- Cash, liquidity, collateral, and currency management
- Review of NAV calculations and price monitoring
- Preparation of semi-annual and annual reports (including taxes)
Nov 2007 - Sep 2008
11 monthsMay 2007 - Sep 2007
5 months
- Preparation and analysis of budget and sales figures for Europe