Zurich, Zurich, Switzerland
Director at Bank Julius Baer with 10+ years of experience in strategic sales, private banking, and intermediary relationship management. I advise financial institutions and family offices on tailored investment solutions, with a focus on sustainable strategies, cross-border structuring, and long-term value creation. In parallel to my leadership role, I’ve deepened my expertise in ESG, Impact Investing and Development Finance, supported by executive education at the University of Zurich (CAS in Sustainable Finance) and the University of Cambridge (Business Sustainability Management). My current focus lies at the intersection of finance, sustainability, and purpose — particularly in the areas of blended finance, philanthropic capital, microfinance, and inclusive investment strategies. Through a certified Field Guide training in Southern Africa, I also gained hands-on understanding of biodiversity, conservation and the importance of protecting natural ecosystems — a perspective that increasingly shapes my approach to sustainable finance. I’m committed to leveraging financial systems to enable scalable, measurable impact in both emerging and developed markets. Open to exchanges with professionals and organizations driving the shift toward purpose-driven capital.
Lead strategic sales initiatives for intermediaries and family offices, focusing on bespoke investment solutions and long-term client partnerships. - Advise relationship managers and external stakeholders on thematic funds, structured products, private equity and hedge fund solutions — with growing emphasis on ESG-aligned offerings and sustainability-focused mandates. - Define and maintain product strategies in collaboration with investment specialists and cross-functional teams, ensuring relevance, innovation and compliance. - Act as subject-matter resource for internal teams, delivering product training and supporting complex portfolio reviews with a focus on transparency and risk management. - Contribute to performance steering via regular sales reviews, market analysis and data-driven insights to enhance positioning across key client segments. Currently deepening my expertise in Impact Finance and Development Investing through executive education and practical application in client advisory settings.
- Lead fundraising activities to support development and education initiatives in East Africa. - Contribute to the strategic development and governance of the association. - Build partnerships with foundations, corporates and private donors. - Support the organisation in strengthening its long-term impact and financial sustainability.
Led consulting and transformation projects for international financial institutions, focusing on regulatory change, digitalization, operational efficiency, and business model innovation. - Supported the design and implementation of strategic transformation initiatives in areas such as banking operations, regulatory compliance, cost efficiency, and platform migration. - Built and maintained strong client relationships, acting as a trusted advisor for C-level stakeholders. - Actively contributed as Topic Lead for Sustainability, developing ESG-related project offerings and shaping internal know-how on sustainable finance, regulatory ESG readiness, and banking sustainability strategies. - Member of the internal Sustainability Expert Group, supporting the positioning of sustainability within client offerings and firm-wide knowledge development.
Managed high-impact client relationships and led strategic growth initiatives for a private bank recognized as a pioneer in sustainable investing. - Advised national and international private clients on holistic investment strategies with a strong focus on sustainability, future-oriented themes and impact investing. - Explored and structured ESG investment opportunities, integrating client values and long-term performance objectives. - Contributed to the development of new sales channels and supported business model evolution through data-driven analysis and process optimization. - Acted as project lead for cross-functional initiatives at senior management level, including the preparation of executive reporting and client portfolio frameworks. This role further deepened my conviction that finance, when guided by purpose, can become a transformative force in addressing global challenges.
- Managed a portfolio of HNWI clients with a focus on cross-border advisory and long-term investment planning. - Provided advice on direct investments and participated in early-stage discussions around sustainable investment themes.