Available to hire
Seasoned banking professional with experience from HSBC, UBS & Credit Suisse, I am seeking a new challenge within product-related roles. Experience includes product marketing, business development, events, fund launches, and fund manager relationships. I am an organized multitasker who thrives on busy environments, works well autonomously and in team settings, and enjoys turning complex challenges into clear outcomes.
Experience Level
Expert
Expert
Intermediate
Intermediate
Intermediate
Language
English
Fluent
German
Intermediate
Work Experience
Marketing Specialist Alternative Investments Europe ex UK & MENA at HSBC Private Banking Geneva, Switzerland
October 31, 2025 - August 22, 2025Led new Private Market, Real Estate & Hedge Fund launches, organized roadshows, produced promotional content, organized events, and managed internal fund queries and subscription advice. Managed business development, project management, stakeholder management, pipeline, communications, fund removals, and performance. Fostered productive collaboration with fund partners to meet HSBC's needs. Produced and managed presentations, educational delivery, research reports, newsletters, web presence, promotional & training videos, sales initiatives, and content updates.
COO at UBS Switzerland Zurich
December 31, 2017 - August 22, 2025Headed multichannel strategy and projects, driving coordination across teams to enhance service delivery.
Associate Director Product Specialist in IP SS Sales & After Sales Team at UBS Wealth Management Zurich, Switzerland
December 31, 2016 - August 22, 2025Handled internal communications for Equity, Bond & Private Equity Funds including distribution management, articles, broadcasts, video production, presentations, sales calls, editorial board participation. Managed fund content including launches, reopenings, closes, campaigns, performance & outlook. Maintained relationships with top-tier fund managers and supported sales teams in fund inquiries. Project managed multiple events including Investment Summit Davos, Fund Forum, and adhoc fund manager events with internal promotional activities. Managed day-to-day cash flow, trading risk monitoring, FX currency management, and portfolio manager instructions. Reported fund performance and organized institutional product presentations. Attended due diligence meetings with potential investment companies.
Compliance Specialist - Global Shareholder Reporting at UBS Corporate Centre Zurich, Switzerland
December 31, 2011 - August 22, 2025Worked in global shareholder reporting compliance ensuring accurate and compliant reporting procedures.
Assistant Portfolio Manager - Specialist Equity Team at UBS Asset Management Zurich, Switzerland
December 31, 2014 - August 22, 2025Monitored daily shareholding positions, conducted EMEA compliance regulation projects, managed external investor requests, and supported equity portfolio management.
Internship Portfolio Investment Department at Dow Chemicals Horgen, Switzerland
December 31, 2009 - August 22, 2025Completed portfolio investment internship supporting investment teams.
Research Analyst at Whitney Group Headhunting London, England
December 31, 2007 - August 22, 2025Conducted market and candidate research to support recruitment.
Banking Internships at Credit Suisse Zurich, Switzerland
December 31, 2005 - August 22, 2025Completed various banking internships gaining foundational experience in financial services.
Marketing Specialist - Alternative Investments Europe ex UK & MENAS at UBS Switzerland
October 1, 2025 - September 14, 2025Marketing specialist focused on alternative investments, investor relations activities, roadshows, promotional content, events, and fund launches; involved in product management, communications, and coordinating with fund partners.
Multichannel Strategy & Projects Team Member at UBS Wealth Management
December 31, 2017 - September 14, 2025Led multichannel strategy & projects within UBS WM, focusing on digital initiatives, campaigns, and internal/external communications.
Associate Director, Product Specialist – IPS Sales & After Sales Team at UBS Wealth Management
December 31, 2016 - September 14, 2025Internal communications for Equity, Bond & Private Equity Funds; distribution management; fund content; events; fund queries; supported onboarding and product launches.
Compliance Specialist - Global Shareholder Reporting at UBS Corporate Center
December 31, 2011 - September 14, 2025Global shareholder reporting compliance across corporate structures; supported governance and regulatory processes.
Assistant Portfolio Manager - Specialist Equity Team at UBS Asset Management
December 31, 2014 - September 14, 2025Daily monitoring of UBS shareholder positions; EMEA compliance tasks; supported external investor requests and internal reporting.
Intern, Portfolio Investment Department at Dow Chemical (Horgen, Switzerland)
December 31, 2009 - September 14, 2025Portfolio investment department internship supporting investment activities and analyses.
Intern, Headhunting at Whitney Group
December 31, 2007 - September 14, 2025London-based headhunting internship supporting recruitment for financial services roles.
Research Analyst at Credit Suisse
December 31, 2005 - September 14, 2025Banking internship with research-focused responsibilities in Zurich (internship period across 2003-2005).
Marketing Specialist - Alternative Investments Europe ex UK & MENA at UBS Switzerland
October 1, 2025 - September 19, 2025Led investor relations activities, fund launches, roadshows, and promotional content; organized events; answered internal fund queries; advised on subscription processes; contributed to product management through business development, project management, and communications; managed relationships with fund managers and produced education materials and videos.
Multichannel Strategy & Projects Lead at UBS Wealth Management
January 1, 2017 - September 19, 2025Led multichannel marketing strategy and project delivery; coordinated cross-functional teams; oversaw digital content, client communications, and channel initiatives.
Associate Director, Product Specialist, IPS Sales & After Sales at UBS Wealth Management
January 1, 2016 - September 19, 2025Internal communications for Equity, Bond & Private Equity Funds; distribution management; produced articles, broadcasts, video content; conducted sales calls; managed internal web pages; served on editorial board; developed fund content for launches, reopenings, and campaigns; supported fund manager relationships; contributed to governance and client engagement.
Compliance Specialist - Global Shareholder Reporting at UBS Corporate Centre
January 1, 2011 - September 19, 2025Global shareholder reporting compliance; supported cross-border governance and regulatory reporting requirements for UBS.
Assistant Portfolio Manager - Specialist Equity Team at UBS Asset Management
January 1, 2014 - September 19, 2025Supported equity portfolio management; prepared analyses; contributed to investment process and internal/external communications.
Intern, Portfolio Investment Department at Dow Chemicals
January 1, 2009 - September 19, 2025Internship in Portfolio Investment Department supporting investment analysis.
Head Hunter / Research Analyst at Whitney Group
January 1, 2007 - September 19, 2025Recruitment and research activities; supported headhunting for financial roles in London, England.
Research Analyst at Credit Suisse
January 1, 2005 - September 19, 2025Numerous banking internships culminating in research experience at Credit Suisse (Zurich).
Education
BSc (Hons) Banking, Finance & Management at Loughborough University
January 1, 2004 - January 1, 2008Qualifications
Health Coach Qualified with specialty in gut health
January 11, 2030 - August 22, 2025Industry Experience
Financial Services, Real Estate & Construction, Professional Services, Media & Entertainment
Experience Level
Expert
Expert
Intermediate
Intermediate
Intermediate
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