Zürich Metropolitan Area
Senior banking professional with 20 years of experience in Swiss wealth management and structured lending at Vontobel and UBS. Proven track record in advising sophisticated clients, leading complex transactions, and coordinating cross-functional teams across global banking platforms. Strong Swiss market network, deep credit and corporate finance expertise, and extensive experience managing senior client relationships in regulated banking environments. Trusted advisor to executive stakeholders with strong presentation and negotiation skills. As a CFA charterholder, I advocate highest ethical and professional standards.
Senior leadership role within Structuring Solutions & Treasury. Responsible for underwriting and managing a CHF 5.8bn loan portfolio serving wealthy and entrepreneurial clients. • Act as senior advisor on complex financing solutions for entrepreneurial and corporate-related clients • Structure and approve bespoke credit transactions across asset-backed, investment-backed and structured facilities • Partner closely with Relationship Managers to increase penetration and profitability • Member of firmwide Credit Risk Committee, ensuring disciplined and compliant execution of transactions • Lead and develop a team of high-performing Credit Officers • Coordinate with Legal, Tax, Risk, and Treasury to ensure seamless product delivery
• Conducted client prospecting and financial due diligence • Structured bespoke financing solutions across multiple jurisdictions • Performed risk-return and commercial feasibility assessments • Coordinated global specialists across divisions
• Conducted quantitative financial analysis and stress testing • Reviewed complex derivative exposures • Strengthened front-to-back risk processes