Remo P.

Executive working with in legal professional clients in leading Wealth Management Bank

Switzerland
German, English

Motivator and trusted advisor for demanding clients. Dynamic executive with decade long experience in financial industry and consulting. Lived and worked in Switzerland and Singapore. Proven track rec...see more

  • Financial Services, Banking & Insurance
  • C-Level & Leadership
  • Finance
  • Legal

400

/hr
  • Pre-vetted expert
  • Confirmed hourly rate
  • Available on short notice

Experience

Head Lawyers, Fiduciaries, Notaries - Zurich Region

UBS Wealth Management
8 years
Current position
Jun 2015 - Present
- Responsibility for the client group 'Lawyers, Fiduciaries and Notaries' (LFN) booked in Zurich - LFN includes both wealth management as well as corporate banking services for the LFNs...see more

Head of Segment and Specialist Management Lawyers, Trustees and Notaries

UBS Wealth Management
1 year
Apr 2014 - May 2015
Responsibility for sales, offer and pricing development as well as professional management and risk issues of the client segment lawyers, trustees and notaries

Head Segment Management WM Switzerland

UBS Wealth Management
2 years
Mar 2012 - Mar 2014
Responsible for development of value proposition, offering and procedures for the Wealth Management segment in Switzerland. Key project was development, piloting and rollout across Swit...see more

Head Projects and Mandates, GESM Business Risk Support

UBS Wealth Management
2 years
Aug 2010 - Feb 2012
UBS works with individuals, families, institutions, and corporations around the world to help answer some of life's questions – whether through award winning wealth management advisory,...see more

Head Business Change Management and Executive Director

UBS Wealth Management
1 year
May 2009 - Jul 2010
UBS works with individuals, families, institutions, and corporations around the world to help answer some of life's questions – whether through award winning wealth management advisory,...see more

Head Program Management Office

UBS Wealth Management
2 years
Apr 2007 - Apr 2009
UBS works with individuals, families, institutions, and corporations around the world to help answer some of life's questions – whether through award winning wealth management advisory,...see more

Engagement Manager

McKinsey & Company
7 years
Jan 2000 - Feb 2007
McKinsey & Company is a global management consulting firm. We are the trusted advisor to the world's leading businesses, governments, and institutions.

Industries, roles and expertise

Industry experience

  • Financial Services, Banking & Insurance

Role experience

  • C-Level & Leadership
  • Finance
  • Legal