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Monty Stoller

Bachelor of Business Administration

Summary

A highly competent, motivated and enthusiastic Vice President offering over 20 years of global banking experience in Front and Middle/Back office disciplines. Well organized and proactive professional with profound knowledge in Client Relationship Management, Business Management and Project & Process Management. Possessing proven team leadership and ability to work in different cultures and languages including working in Singapore and London for several years.

Work experience

2020/062015/11

Business Manager Financial Intermediaries (FIM) & Multi Family Offices (MFO)

Deutsche Bank (Suisse) SA, Zurich
  • Business development (design and implementation of business plans and strategies)
  • Project management (e.g. lead of FIM UK initiative or EAM control framework)
  • Financial controlling & resource management (budgeting)
  • Control environment (control function, audit resolution)
  • Representation of business area in various forums and projects
  • Leading the business management team within FIM & MFO Europe
  • FIM Onboarding Specialist
  • Support FinSA/FinIA project as stream lead "Sales & Distribution"
2015/102012/08

Senior Business Analyst Front Office / Project Manager

Deutsche Bank AG, Singapore / Deutsche Bank (Suisse) SA, Zurich
  • Project manager implementation FO applications
  • Ownership of client onboarding, KYC and suitability applications
  • Solution and test management Avaloq implementation in UK
2012/072010/06

Head Processes & Projects

Deutsche Bank (Suisse) SA, Zurich
  • Ownership of front office processes and policies (suitability, high risk media policy, client contact management, competencies, manual statements)
  • Operating front office knowledge centre
  • Project Manager for various front office projects
2010/052009/04

Relationship Manager Germany Desk

HSBC Private Bank (Suisse) SA, Zurich
  • Responsible for creation and management of portfolios for German clients
  • Advising high net worth clients on individual asset allocation
  • SME in HSBC Guyerzeller IT platform integration
2009/032006/08

Head Business Support

HSBC Guyerzeller Bank AG, Zurich
  • Support of Head Wealth Management (strategically and admin tasks)
  • Implementation of front office projects and supervision of front office processes
  • Financial controlling
  • Execution of regulatory requirements
2006/072005/01

Relationship Manager Non-Resident Indians (NRI)

Lloyds TSB Bank plc, Zurich
  • Responsible for creation and management of portfolios for NRI clients
  • Advising high net worth clients on individual asset allocation
  • Acquiring new clients for the high net worth segment
2004/122000/05

Assistant To Key Client Manager Middle East

UBS AG, Zurich
  • Promote and cross-sell banking products and services to customers
  • Generation of tailor made investment proposals and advice of bank products
2000/041995/08

Retail Banking Advisor

UBS AG, Zurich
  • Advising retail clients on various financial needs
  • Consult in investment advice and retirement planning

Education

20202022

CAS in Applied Economic History

University of Zurich

Major subject: Economic History

20002004

Bachelor of Business Administration

University of Applied Sciences for Business Administration Zurich

Major subject: Banking & Finance

19921995

Apprenticeship, UBS AG, Zurich

KV Zurich Business School

Professional Certificates

2013

Inspiring High Performance

Deutsche Bank AG, Singapore

Self vs. public image, self and employee motivation, communication, coaching

2011

Career Strategy & Personal Brand

Deutsche Bank (Suisse) SA, Zurich

Identifying strengths and career goals, networking, develop individual brand

2008

Management Seminar

HSBC Guyerzeller Bank AG, Zurich

People management, communication, motivation, coaching

19971998

Certified Retail Banking Advisor

UBS AG, Zurich

Presentation and negotiation skills, retirement planning, banking products

Language Stays

2003

Spanish

High Technology in Learning, Bogotá, Colombia

6 weeks

1999

Intensive English Language Program

Brock University, St. Catherines ON, Canada

4 months