Winterthur, Zurich, Switzerland
I shape digital wealth platforms with 12+ years of experience across banks, fintechs, and software providers. My expertise covers the full client lifecycle – from onboarding to embedded investing – with a proven track record of bridging business strategy, regulatory requirements, and technology. I focus on steering product portfolios with measurable business impact: enabling advisors, scaling client solutions, and driving compliant-by-design innovation. Combining business engineering and product ownership with strategic product management, I lead cross-functional teams and partner ecosystems to deliver future-proof digital advisory solutions. 🎯 Core strengths • Strategic product & portfolio management in digital wealth & advisory • Business engineering & agile leadership (roadmaps, backlogs, rollouts) • Embedded investing, open banking & API ecosystems • Leading interdisciplinary teams and managing strategic partnerships Beyond my professional role, I am President of ASK Réti Zürich and represent Seychelles in international chess competitions.
Focused on product strategy, roadmap and the evolution of Digital Banking solutions in close collaboration with clients, architecture and engineering. Currently working on topics around mobile UX, AI-driven interaction, Robo advisory and security.
Product Ownership for Digital Advisory Platform - End-to-end responsibility for scalable and compliance-by-design wealth management solutions - Designe embedded profiling & proposal flows to enhance advisor efficiency and client experience - Translate regulatory and business requirements into user stories and business acceptance criteria - Prioritize the backlog by business value and drive delivery in close alignment with UX, Tech & stakeholders Agile Leadership & Team Empowerment - Provide functional leadership in an agile setup using Scrum methodology - Facilitate collaboration, delivery excellence & product quality through coaching and moderation - Supporte individual development of team members through mentoring & empowerment
Drove the development of the MyWebDepot wealth management platform, connecting business, compliance, and technology to deliver scalable solutions for asset managers and EAMs. - Shaped product roadmap & feature delivery in line with client and regulatory needs - Led business engineering for custodian bank interfaces, open banking & APIs - Defined compliant investment process requirements (compliance-by-design) - Supported external asset managers with business & technical expertise
Drove multiple digital investing projects within Wealth Management, bridging client needs, compliance, and IT. - Led agile development of new CRM and advisory tools (prototyping, release & test management) - Configured e-banking & mobile banking features across international WM locations - Acted as key account manager for digital WM features, aligning front, IT & compliance
Managed change projects to digitize and globalize WM client service. - Designed and rolled out a new contact center service (“Digital Agent”) globally, incl. Hong Kong - Defined lead management processes to improve client acquisition and retention - Owned data management and profiling for WM call centers; functionally led 1 FTE
Managed WM Switzerland’s Entrepreneurs & Executives segment, combining sales and project responsibilities. - Led projects on cross-business collaboration and book profitability workshops - Rolled out digital tools (iPads, e-channels, virtual client meetings) to relationship managers - Responsible for new joiner training across Wealth Management Switzerland
- Contributed to the development of tailored solutions for UHNWI clients - Ensured execution and monitoring of tailored transactions - Performed portfolio analyses in Avaloq and created client-specific investment proposals - Conducted market and investment analyses using Bloomberg & Reuters - Supported the team with marketing material, reporting and administrative tasks