ProfileDynamic and results-driven, independent Senior Banking Transformation Consultant with 25+ years of experience delivering complex digital transformation programs and multi-vendor software ecosystems within highly regulated Wealth Management, Investment Banking and Re-insurance environments. Proven track record in orchestrating complex front-to-back system integrations, automating E2E value chains and optimizing product lifecycle management across wealth advisory, trading platforms, and processing. Expert in structured products and OTC derivatives, and recognized at optimizing, building and coaching crossfunctional teams to deliver high-quality, resilient solutions that generate measurable business value. Recognized as a key technical authority for translating intricate business, market and regulatory needs into implementation-ready specifications.
Domain Knowledge- OTCs, Struct.Products, FX, FI, Equity
- Wealth Advisory, Investment Banking
- Product Lifecycle- & Event-Mgmt
- Project-/Test-Mgmt, Req.Engineering
- Certified Prod.Owner & SAFe Agilist
- ITIL Foundation
Main Skills- Analytical & Problem Solving
- Attention to Details
- Communication & Collaboration
- Stakeholder Management
- Teambuilding & -coaching
- Critical Thinking & Creativity
Relevant Tools- Atlassian: Jira, Confluence, Trello
- Testing: Xray, Zephyr, TOSCA, UIPath
- odoo .com, hubspot .com, MSDyn365
- Miro, Canva, Figma, BPM
- AI: replit .com, agent .ai ?
- Avaloq, FrontArena, Aixigo ?
Methodological Skills- Project, Product and Platform Management (> 20 years)
- Financial Planning and Resource Management (> 20 years)
- Implementation & Evolution of Agile Frameworks Scrum/SAFe/Kanban (> 10 years)
- Establish efficient agile, cross-functional Development Teams (> 10 years)
- Structuring & Running Scrum Ceremonies & PI Plannings (> 10 years)
- Implementation of Backlog Priorization Frameworks (> 10 years)
- DevOps Integration, CI/CD and Release Management (> 10 years)
- External Vendor Management & 3rd Party / SaaS Integration (> 20 years)
- Business Analysis and Requirements Engineering (> 20 years)
- Process and Workflow Design and related Data Modelling (> 15 years)
- User Story Writing, Telling, Mapping (> 10 years)
- Structuring and Implementation of Metrics, KPIs and OKRs (> 10 years)
- Implementation and Execution of Test-Strategy and Test-Plans (> 15 years)
- Creation & Maintenance of Test-Cases, -Scenarios and -Data (> 15 years)
- Definition and Implementation of Acceptance Criteria and Quality Gates (> 15 years)
- ITIL Service Management (> 10 years)
- Defect and Incident Management (> 20 years)
- Software Change Process Improvement (CMMI) (> 5 Jahre)
Business and Industry Skills- As a client-focused Scrum Master, agile Project Manager, and Product Owner, I've consistently led IT and business innovations within the finance sector, driving impactful results.
- Skilled in orchestrating complex global software and business projects, I specialize in digitizing processes across various domains in the value chain, including:
- Client advisory, investment- and portfolio management.
- Trading and sales, pricing, and risk management.
- Order execution, order flow management.
- Integration of exchanges and issuing vehicles.
- Mid-office processes, trading support and service desks.
- Back-office processes: trade settlements, accounting and payments, risk and P/L controls, confirmation and termsheet generation.
- Reconciliations and data quality management.
- Legal and compliance and related operational and regulatory control functions such as audit, accounting and reporting.
- Long lasting experience in implementing and managing integrated portfolio management and risk solutions within wealth management, including the roll-out of pioneering workbench solutions and first automated reinvestment- and lifecycle management tools for client advisory.
- Strong focus on seamless automated connectivity between the divisions from investment banking, wealth- and asset management ensuring high data quality and availability and enhancing operational efficiency.
- I possess broad knowledge across all asset classes, specializing in structured products, OTC derivatives, and designing investment product lifecycle processes using smart business analytics and intelligence.
Management Skills- Proficient in leading and motivating large global intercultural business integration and development teams, along with smaller agile cross-functional scrum teams, to continuously deliver high-quality software that provides real tangible value to stakeholders and customers.
- Adept at cultivating enduring and sustainable relationships with demanding stakeholders and external vendors and counterparties, while fostering an efficient and transparent communication and management culture within teams and external customers.
- I demonstrated outstanding stakeholder engagement skills through proactive engagement, building strong relationships based on trust and mutual respect, and ensuring continuous communication throughout the project lifecycle. Characterized by clear, transparent communication at all levels and the tenacity with which I drive the testing activities.
- Very good in building the bridge between technology and business by being an active listener, critical thinker, and motivational personality.
- Driven by a hands-on approach, I'm committed to delivering projects within scope, quality, time, and budget constraints. Experienced in training and coaching agile topics and financial instruments expertise, enhancing team capabilities and performance.
Agility & IT Skills- Throughout my career, I've led and executed the full Product and Project Lifecycle for diverse projects in global financial institutions, from envisioning and road mapping to daily test strategy execution and release planning. In details, I did:
- Planning:
- Structured and implemented agile frameworks such as Scrum, SAFe, and Kanban, adapting them to project needs.
- Long history in structuring complex software deliverables using classical frameworks such as Waterfall, Prince2, CMMI, and ITIL.
- Led and coached cross-functional development teams, ensuring daily progress and integration according to priorities.
- Organized and facilitated Scrum and SAFe ceremonies, including PI- and release train planning workshops.
- Managed budget plans, financials, and resources, aligning them with project goals.
- Visioned and road-mapped projects for strategic alignment.
- Requirements & Backlog Management:
- Engaged stakeholders from Business and IT in requirements engineering, designing strategic themes, initiatives, epics, and detailed user stories.
- Utilized strong storytelling and mapping skills to estimate story points and business value, guiding team performance and data-driven decision-making.
- Prioritized and maintained a well-understood and DEEP product and sprint backlog with high data quality.
- Configured and utilized product management tools such as JIRA and Azure DevOps.
- Testing & DevOps:
- Developed and executed test strategies and plans, emphasizing test automation and continuous improvement.
- Managed DevOps processes, deployments, release management, and continuous integration.
- Resolved development defects and production incidents efficiently.
- Service Management:
- Managed L1 - L3 Production Support and Service Desks, ensuring adherence to Service Level Agreements and Operating Models.
- Oversaw 3rd party software management and created and monitored KPIs/OKRs.
- Structured and participated in Technology Audit Reviews to ensure compliance and efficiency within technology departments.
Professional Experience07/2024 - 07/2025Pragmatica AG/ Zurich
Test Manager
- For the new LGT Advisory platform, I pioneered the design and implementation of a comprehensive E2E test strategy and plan, thriving quality assurance and test automation.
- Spearheading collaboration with business and product teams to precisely define test scope and align acceptance criteria with release and user story objectives.
- I drove the creation, maintenance and continuous evolution of a robust and well-structured library of test cases, executions and plans and required synthetic and anonymized test data.
- Managed and optimized sprint- and release-based test cycles and executed system and user acceptance tests in a set of separated test environments, ensuring seamless deployments.
- I transformed and optimized the QA toolchain (Jira, Xray, Tosca) by implementing real-time KPI dashboards, empowering stakeholders with risk detection and data-driven insights.
- In addition, I designed and executed a simple, but robust and maintainable test automation strategy ensuring continuous regression testing early in the development phase.
01/2024 - 06/2024Lintang Mitra/ Jakarta
Business Consultant
- As a Business Consultant and Coach for a Jakarta-based company in the beverage industry, I drove the start of a new project by implementing structured daily operations and designing the long-term business strategy. I built a high-performing local team, defining clear roles and responsibilities to ensure valuable deliverables from day one.
- I developed and executed a targeted market entry strategy for imported functional water, using comprehensive market and competitor analysis to identify key opportunities and sales channels. And negotiated and managed relationships with key suppliers and distributors, securing favorable terms and building a strategic plan for the product launch.
- I created and led strategic brand workshops to align the local team and brand ambassador on core marketing and sales initiatives. By analyzing existing market data, I translated insights on consumer behavior and market trends into an actionable sales, marketing and distribution strategy.
- To ensure operational efficiency, I designed and implemented workflows for the entire supply chain, from import logistics to local distribution, guaranteeing cost control from the outset.
11/2022 - 12/2023Swiss Re/ Zurich
Scrum Master
- In a classical Scrum Master role, I led and coached two larger development teams tasked with designing and implementing crucial parts of a group wide SAP based IFRS17 accounting solution, overseeing the entire Scrum development lifecycle from analysis to release.
- Additionally, I specified and successfully implemented a set of new business processes and operational procedures and did improve production incident management.
02/2022 - 10/2022Julius Bär/ Zurich
Product Owner
- As Product Owner in JB's Trading Division, I spearheaded the IT development and launch of new derivative accumulator products, collaborating closely with a set of development teams and stakeholders from trading, sales, execution, order flow, risk, operations, and legal and compliance departments.
11/2019 - 11/2021Credit Suisse Wealth Management/ Zurich
Scrum Master
- In a hybrid role as Scrum Master, Test-Manager, and Product Owner, I oversaw three Wealthmanagement applications for portfolio management and companywide risk analytics and monitoring.
- Managing two Scrum Teams, I led development, integration efforts and E2E testing across various functions, including advisory, order routing, execution, and lifecycle management.
- Additionally, I implemented well-structured Scrum and service management standards to drive client-centric product management, to establish continuous integration and deployments, and to enhance customer support and operational quality within CS IWM IT.
09/2017 - 10/2019Glassgalaxy, Zurich - Jakarta
Founder & Consultant
- Business Consultant and Requirements Engineer driving the conception and configuration of a MS Dynamics365 ERP solution for two companies in the retail space.
- Design and implementation of the operational structure of our consulting company in the business area of retail, import and export of lifestyle and food products.
10/2010 - 08/2017UBS Wealth Management/ Zurich
Business Project Manager
- Responsible for the conception, the design and the implementation of an innovative digital wealth advisory solution, generating investment recommendations for investment products, seamlessly integrated into the wealth advisory process of RMs and Investment Advisors.
- Additionally, as Business Project Manager for the structured products and derivatives platform UBS Investor, I oversaw IT development delivered by a set of Scrum Teams, testing from unit, over integration to UAT, and end-to-end integration with surrounding applications, including backlog prioritization, budgeting, resourcing, and product visioning.
08/2007 - 09/2010Credit Suisse Wealth Management, Zurich
Lead Business Analyst
- As Lead Business Analyst, I spearheaded requirements engineering, functional design and test case creation and execution for a new structured products multi-issuer trading platform.
- Collaborating closely with stakeholders from Trading, Risk, Execution, Operations, and Issuing, I facilitated collaboration and communication among globally distributed development teams.
- In addition, and in close collaboration with teams from Legal and Compliance I created the term sheet templates required for the automated generation of the new set of structured products. This included running training on the new products for the teams involved in the process chain, IT Operations and the respective support functions.
08/2006 - 07/2007UBS Investment Bank, Zurich - London
Business Analyst & Project Manager
- In a hybrid role I drove business analysis, supported development teams, executed E2E testing and production support for the bank's global trading, execution, order management, and settlement infrastructure for OTC derivatives and structured products. Additionally, I served as the UBS representative for capital market products at SWIFT London.
03/2006 - 07/2006Bank Vontobel, Zurich
Senior Consultant
- Design and implementation of an ITIL based Service Management platform for managing and monitoring in-sourced Raiffeisen Equity trading activities ensuring transparency, traceability.
04/2005 - 02/2006UBS Investment Bank, Zurich
Business Analyst & Project Manager
- Responsible for design, testing and implementation of a set of automated business processes for securities borrowing and lending products on the trading and execution infrastructure.
01/2001 - 03/2005Reuters Consulting/ Zurich - Bucharest - Vienna
Senior Project Manager
- I handled client-facing pre-sales, consulting, project management and E2E testing for Reuter's Kondor+ platform, focusing on trading, execution, risk management, and settlement.
- Additionally, I revamped outsourcing activities and established a centralized project and service management office and service desk for Reuters' European business units.
09/1993 ? 12/2000UBS Investment Bank/ Zurich - New York
Operations & Project Manager
- Manager for operations, accounting and risk reporting teams overseeing global 24-hour trading, hedging, order flow, execution and settlement of OTC derivatives and structured products. With a focus on automation, I streamlined trade flow, execution, confirmations, reconciliations, accounting, payments, and risk reporting.
- Additionally, I led the project to consolidate two global OTC derivatives trading books post-merger between SBG and SBC and represented UBS? OTC Derivatives at SWIFT Brussels.