Raiffeisen Gruppe

Head Business Engineering & Support

Banco Itaú (Suisse) SA

Head Quality, Projects and Client Experience

Vontobel

Project management focused on change the bank topics. Responsible to implement a new "Wealth Management Advisory Process"

Business Engineering and Digitalization Wealth Management

Responsible for business development and project management. Enhance the service offering of the EAM desk, for example with “Vontobel EAMNet” (a dedicated portal for External Asset Managers). Project work in group projects where the EAM Desk has a stake (M&A, FATCA, AEOI). Process automation by increasing the STP rate. Business and management reporting as well as development of topics as a basis for decision-making of the head external asset managers.

Head Business Management External Asset Managers

Responsible for the project management including design and implementation of a new “Customer Relationship Management (CRM)” tool. Representation of end user requirements in the implementation of a new “Management Information System (IB MIS)” for the investment bank. Representation of the investment banking interest in group projects (FATCA, medium term strategy planning of the group)

Business Management Investment Banking

UBS Investment Bank

Pricing and quoting exotic FX options for internal and external clients. Responsible for hedging and risk management of specific option risk classes. Develop trade ideas for hedge funds and institutional clients.

Junior Trader of Foreign Exchange Exotic Options

Experienced professional with strong record of achievements, focusing on Investment Banking and Wealth Management topics.  Proven track record in business/product development as well as project/process management. Unique combination of broad entrepreneurial skills and a strong analytical mind-set. People orientated with strong interpersonal skills, team leader, enthusiastic, mobile, goal driven with an ability to adapt within different environments and cultures. 

Taplio

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Sofia Loewens

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Sofia Loewens

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Sofia Loewens's Linkedin Analytics