Elevate the effectiveness of risk management and governance processes by leading audit reviews, engaging with stakeholders, and ensuring compliance with regulatory standards while fostering continuous improvement within the audit team.
Transform investment strategies by managing US equity portfolios for Private Bank clients, ensuring strong risk-adjusted performance through disciplined portfolio construction and effective communication with stakeholders.
Champion high-value client relationships by providing tailored wealth solutions. Work collaboratively with service teams to enhance client engagement and support portfolio growth through effective wealth planning and risk management strategies.
Manage risk for Prime Finance and FX Prime Services by setting margin levels, controlling leverage, and negotiating client terms. Proactively monitor portfolios to ensure compliance with risk mandates while supporting product development initiatives.
Champion the end-to-end execution of CRM campaign projects, collaborating with stakeholders to deliver impactful communications and analytics that optimize customer engagement and drive business growth.