Description

I bridge corporate discipline with entrepreneurial agility to solve complex client excellence challenges. With over 15 years of global experience - from ground-up retail operations to international wealth management - I partner with organizations to ensure their office processes seamlessly support a premium customer journey.

Here is how I partner with teams to drive results:

Resolving Operational Friction: I identify where cross-functional workflows stall and restructure them to drive operational efficiency without ever compromising service quality.

Balancing Rigor with Premium Care: Operating fluently in English and Portuguese, I translate complex, high-stakes requirements into clear, workable procedures that align diverse global teams.

Connecting Strategy to Execution: I serve as the critical link between broad strategic goals and daily execution, equipping teams with the step-by-step processes needed to deliver consistent results.

Clearing the Path to Scale: By taking ownership of process improvement, compliance, and cross-functional alignment, I remove administrative roadblocks so the business can scale efficiently.

Langues

Anglais
Bilingue ou natif
Portugais
Bilingue ou natif
Allemand
Notions
Espagnol
Notions

Préférences en matière de lieu de travail

Accepte de travailler sur site

Zurich (jusqu’à 50 km)

UBS Switzerland AG
Client Account Manager (HNWI)
BANQUE & ASSURANCES
août 2022 - Aujourd'hui (3 ans et 11 mois)
Zurich, Suisse
• • Strategic Partnering: Served as Acting Department Lead (Deputy), stepping in to manage capacity, align resources, and orchestrate execution for high-stakes operational initiatives.
• • Cross-Functional Alignment: Acted as the primary liaison between stakeholders, utilizing strategic influence to align cross-functional priorities without formal authority.
• • Operational Rigor: Conducted complex onboarding adhering to strict regulatory frameworks across multiple departments, ensuring no strategic or operational details were dropped during fast-paced execution.
• • Premium Client Excellence: Managed the end-to-end journey for highly demanding UHNW client portfolios, translating high-level service visions into daily operational reality under intense regulatory scrutiny.
Business Operations Customer Experience Business Transformation Process Optimization Compliance
UBS Business Solutions AG
Change & Process Management Specialist
BANQUE & ASSURANCES
février 2020 - juillet 2022 (2 ans et 5 mois)
Schaffhausen, Suisse
• • Project Outcomes & Accountability: Led enterprise-wide transformation programs across five countries; designed clear project outcomes and held senior stakeholders accountable for deliverables.
• • Data Synthesis & Executive Reporting: Synthesized complex operational data into simple, persuasive narratives, management dashboards, and KPI tracking to support high-level executive decision-making.
• • System & OKR Alignment: Designed and implemented lean management systems and simplified SOPs to bring structural rigor and strategic alignment to decentralized global teams.
• • High-Stakes Execution: Directed critical daily financial operations (multi-million CHF), ensuring 100% accuracy and execution in high-ambiguity, fast-moving environments.
Business Transformation Change Management Business Operations International Project Management International Outsourcing
Bibus AG
Purchasing and Controlling Analyst
INGÉNIERIE MÉCANIQUE
août 2016 - janvier 2020 (3 ans et 5 mois)
Zurich, Suisse
• • Special Projects: Led the implementation of a new system interface, improving organizational effectiveness by reducing lead times by 33%.
• • Vendor Strategy: Managed global vendor relationships and departmental budgeting to ensure cost-effective procurement and alignment with corporate standards.
• • Data Governance: Maintained product portfolio master data according to technical and corporate compliance standards.
Business Operations Change Management Vendor Management Data Governance Compliance