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.
- Dorfstrasse 32, CH - 8712 Stäfa
- +41 (0)79 939 53 68
- monty.stoller@live.com
Summary
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