Change Management CRM Spezialist im Finanzbereich, Immobilien
Aktualisiert am 08.01.2020
Profil
Freiberufler / Selbstständiger
Verfügbar ab: 13.01.2020
Verfügbar zu: 100%
davon vor Ort: 75%
Problem Management
Advanced Planner and Optimizer
Deutsch
Fließend
Englisch
Muttersprache
Französisch
Fließend
Italienisch
Schulwissen

Einsatzorte

Einsatzorte

Zürich (+200km)
Deutschland, Österreich, Schweiz
nicht möglich

Projekte

Projekte

8 Jahre 6 Monate
2015-10 - heute

Advisor and Member of the Investment Committee

Advisor and Member of the Investment Committee
Advisor and Member of the Investment Committee

Contracted to interact with international tax lawyers and external consultants to achieve the best practice for this family office. Handling of several international real estate portfolios. Evaluating SaaS do abilities and possible solutions in these Asset Classes. Drafting of new investment opportunities within the guidelines of the organization.

Orgainvest AG
Switzerland
4 Monate
2015-04 - 2015-07

Senior Specialist, Project Management

Senior Specialist, Project Management
Senior Specialist, Project Management

Hired on a short-term basis to steer the readiness of the ambitious project, T2S (phase 1) managed by the European
Central Bank in which SIX SIS AG took the lead as the first securities trading and clearing platform outside of the
European community. Provided full support to the Team Head of Market and Client Sales in the day-to-day business
by actively liaising with all lines of decision makers to ensure a smooth phase-out. Managed front related, divisional
and group projects and filtered the output through to team members and provided support to internal and external
task forces such as group compliance. Consulted with internal stakeholders in Strategic and Business Development
issues, to launch, steer and promote Business Integration, Innovation and Change Activities. Collected relevant
information for decision making, analyzed data in order to draft relevant documents, prepared presentations and
speeches for several business lines.

SIX SIS AG
Zurich, Switzerland
4 Jahre
2011-01 - 2014-12

Corporate Performance and Business Development Manager

Corporate Performance and Business Development Manager
Corporate Performance and Business Development Manager

Proactively identified potential corporate investors in Switzerland and Europe to invest in the Pyromex Technology.
Marketed the patent technology of Pyromex’s Waste-to Energy solutions to target Clients Europe wide by building
elite partnerships and recruiting a world-class sales team. Implemented a communications and media strategy to
address key issues and to facilitate consistent messaging about Pyromex investment potential, which lead to a
threefold in customer interest. Represented Pyromex by delivering compelling presentations to high-level decision
makers to promote the advantages of the technology. Established and maintained extensive senior level business
and industry networks, including government agencies and State government offices, as well as key government
officials and allies such as industry associations, regional development groups and professional service providers.
Developed high quality finance models and solutions for target clients in respect to Government subsidies and
grants using my expertise as former Global Markets specialist by banking on my former network. Proposed
innovative solutions and used strategic thought to identify and report barriers regarding investments in the
technology.

Pyromex AG
Zug, Switzerland
3 Jahre 6 Monate
2011-01 - 2014-06

Head of Investment Strategy and Business Development

Head of Investment Strategy and Business Development
Head of Investment Strategy and Business Development

Drove successful investments though strategic business development and optimization. Increased average revenue
by 15% by shifting from traditional consulting model to an innovative macroeconomic planning process that used
sophisticated planning software to better uncover, understand, analyze and solve clients needs.
Cultivated channel-based relationships with brokers and other stakeholders to identify opportunity, initiate client
relationships, and bid for new business. Coordinated information and defined client expectations with internal
teams to ensure service-driven implementation and ensured that customer experiences were outstanding. Trained
and motivated team members to meet their goals and objectives.

International Real Value AG
Frankfurt, Germany
3 Jahre 11 Monate
2007-01 - 2010-11

Head of Global Markets, Commercial Banking

Head of Global Markets, Commercial Banking
Head of Global Markets, Commercial Banking

Member of the Branch Management committee. Built and managed a highly profitable sales franchise in Switzerland
doubling profits within the first year by offering a wide range of financial solutions as: the sale and marketing of
energy products such as Diesel swaps and CO2 Certificates, Industrial Metals Hedging such as Copper, the sale of
classic Treasury Products such as FX and FX Derivatives such as Dual Currencies, Interest Rate Products and Interest
Rate Derivatives and Money market Products to Mid Sized Swiss Corporations and SMI Listed Companies.
Maintenance of Risk monitoring tools such as Bloomberg, Reuters and different in-house reporting systems.
Reported the P/L in above-mentioned segments to head office in Brussels and London. Excellent Business planning
and execution, organising and presentation skills. Strong focus on client events for our prospect and target
costumers. Outstanding client-facing skills; created by a positive “client experience” that engaged the client
collaboratively and responsively. Dedicated to meet the expectations and requirements of internal and external
customers.

Fortis Bank Switzerland
Zurich, Switzerland

Aus- und Weiterbildung

Aus- und Weiterbildung

Ausbildung

2010-present Ongoing self studies in the field of new technologies, Online Courses

2013 Foundations of Business Strategy (Accomplishment), Corsera Online Course

1987-1988 University of applied Science University of Toronto and York University
Evening studies in finance, business management and economics equivalent of an MBA Program

1986-1987 College of higher education: Sheridan College, Toronto
Evening business school, studies in marketing, Accounting, Business management and economics

1985-1986 Alliance Francaise, Language School, Lausanne, Switzerland

1981-1984 Technical college, Brugg, Switzerland, Day studies in connection with AMAG apprenticeship



Qualifikationen, Zertifikate, etc.

Financial Markets Academy (Currency Management for diversified portfolios),
Customised Portfolio Solutions / Int. Estate Planning, Maximizing Sales Performance
Selling to major Accounts Part I/II Autin and Associates, Vienna.
Treasury Management Seminar, ABN AMRO Bank, numerous Treasury Seminars,
Swiss Bank Corporation/UBS.
Management Coaching/Workshop ABN AMRO, Win-Win-Win Management and
Motivation Seminar, ABN AMRO Leadership Program, Contius Training Leadership
and change Management Program.

Kompetenzen

Kompetenzen

Top-Skills

Problem Management Advanced Planner and Optimizer

Produkte / Standards / Erfahrungen / Methoden

MS Office, SQL, HTML, CMS Systems, ABACUS
SAP CRM, Bloomberg, DataStream, Reuters

Branchen

Branchen

Immobilien

Banking

Facility Management

Einsatzorte

Einsatzorte

Zürich (+200km)
Deutschland, Österreich, Schweiz
nicht möglich

Projekte

Projekte

8 Jahre 6 Monate
2015-10 - heute

Advisor and Member of the Investment Committee

Advisor and Member of the Investment Committee
Advisor and Member of the Investment Committee

Contracted to interact with international tax lawyers and external consultants to achieve the best practice for this family office. Handling of several international real estate portfolios. Evaluating SaaS do abilities and possible solutions in these Asset Classes. Drafting of new investment opportunities within the guidelines of the organization.

Orgainvest AG
Switzerland
4 Monate
2015-04 - 2015-07

Senior Specialist, Project Management

Senior Specialist, Project Management
Senior Specialist, Project Management

Hired on a short-term basis to steer the readiness of the ambitious project, T2S (phase 1) managed by the European
Central Bank in which SIX SIS AG took the lead as the first securities trading and clearing platform outside of the
European community. Provided full support to the Team Head of Market and Client Sales in the day-to-day business
by actively liaising with all lines of decision makers to ensure a smooth phase-out. Managed front related, divisional
and group projects and filtered the output through to team members and provided support to internal and external
task forces such as group compliance. Consulted with internal stakeholders in Strategic and Business Development
issues, to launch, steer and promote Business Integration, Innovation and Change Activities. Collected relevant
information for decision making, analyzed data in order to draft relevant documents, prepared presentations and
speeches for several business lines.

SIX SIS AG
Zurich, Switzerland
4 Jahre
2011-01 - 2014-12

Corporate Performance and Business Development Manager

Corporate Performance and Business Development Manager
Corporate Performance and Business Development Manager

Proactively identified potential corporate investors in Switzerland and Europe to invest in the Pyromex Technology.
Marketed the patent technology of Pyromex’s Waste-to Energy solutions to target Clients Europe wide by building
elite partnerships and recruiting a world-class sales team. Implemented a communications and media strategy to
address key issues and to facilitate consistent messaging about Pyromex investment potential, which lead to a
threefold in customer interest. Represented Pyromex by delivering compelling presentations to high-level decision
makers to promote the advantages of the technology. Established and maintained extensive senior level business
and industry networks, including government agencies and State government offices, as well as key government
officials and allies such as industry associations, regional development groups and professional service providers.
Developed high quality finance models and solutions for target clients in respect to Government subsidies and
grants using my expertise as former Global Markets specialist by banking on my former network. Proposed
innovative solutions and used strategic thought to identify and report barriers regarding investments in the
technology.

Pyromex AG
Zug, Switzerland
3 Jahre 6 Monate
2011-01 - 2014-06

Head of Investment Strategy and Business Development

Head of Investment Strategy and Business Development
Head of Investment Strategy and Business Development

Drove successful investments though strategic business development and optimization. Increased average revenue
by 15% by shifting from traditional consulting model to an innovative macroeconomic planning process that used
sophisticated planning software to better uncover, understand, analyze and solve clients needs.
Cultivated channel-based relationships with brokers and other stakeholders to identify opportunity, initiate client
relationships, and bid for new business. Coordinated information and defined client expectations with internal
teams to ensure service-driven implementation and ensured that customer experiences were outstanding. Trained
and motivated team members to meet their goals and objectives.

International Real Value AG
Frankfurt, Germany
3 Jahre 11 Monate
2007-01 - 2010-11

Head of Global Markets, Commercial Banking

Head of Global Markets, Commercial Banking
Head of Global Markets, Commercial Banking

Member of the Branch Management committee. Built and managed a highly profitable sales franchise in Switzerland
doubling profits within the first year by offering a wide range of financial solutions as: the sale and marketing of
energy products such as Diesel swaps and CO2 Certificates, Industrial Metals Hedging such as Copper, the sale of
classic Treasury Products such as FX and FX Derivatives such as Dual Currencies, Interest Rate Products and Interest
Rate Derivatives and Money market Products to Mid Sized Swiss Corporations and SMI Listed Companies.
Maintenance of Risk monitoring tools such as Bloomberg, Reuters and different in-house reporting systems.
Reported the P/L in above-mentioned segments to head office in Brussels and London. Excellent Business planning
and execution, organising and presentation skills. Strong focus on client events for our prospect and target
costumers. Outstanding client-facing skills; created by a positive “client experience” that engaged the client
collaboratively and responsively. Dedicated to meet the expectations and requirements of internal and external
customers.

Fortis Bank Switzerland
Zurich, Switzerland

Aus- und Weiterbildung

Aus- und Weiterbildung

Ausbildung

2010-present Ongoing self studies in the field of new technologies, Online Courses

2013 Foundations of Business Strategy (Accomplishment), Corsera Online Course

1987-1988 University of applied Science University of Toronto and York University
Evening studies in finance, business management and economics equivalent of an MBA Program

1986-1987 College of higher education: Sheridan College, Toronto
Evening business school, studies in marketing, Accounting, Business management and economics

1985-1986 Alliance Francaise, Language School, Lausanne, Switzerland

1981-1984 Technical college, Brugg, Switzerland, Day studies in connection with AMAG apprenticeship



Qualifikationen, Zertifikate, etc.

Financial Markets Academy (Currency Management for diversified portfolios),
Customised Portfolio Solutions / Int. Estate Planning, Maximizing Sales Performance
Selling to major Accounts Part I/II Autin and Associates, Vienna.
Treasury Management Seminar, ABN AMRO Bank, numerous Treasury Seminars,
Swiss Bank Corporation/UBS.
Management Coaching/Workshop ABN AMRO, Win-Win-Win Management and
Motivation Seminar, ABN AMRO Leadership Program, Contius Training Leadership
and change Management Program.

Kompetenzen

Kompetenzen

Top-Skills

Problem Management Advanced Planner and Optimizer

Produkte / Standards / Erfahrungen / Methoden

MS Office, SQL, HTML, CMS Systems, ABACUS
SAP CRM, Bloomberg, DataStream, Reuters

Branchen

Branchen

Immobilien

Banking

Facility Management

Vertrauen Sie auf GULP

Im Bereich Freelancing
Im Bereich Arbeitnehmerüberlassung / Personalvermittlung

Fragen?

Rufen Sie uns an +49 89 500316-300 oder schreiben Sie uns:

Das GULP Freelancer-Portal

Direktester geht's nicht! Ganz einfach Freelancer finden und direkt Kontakt aufnehmen.