Description

I bridge corporate discipline with entrepreneurial agility to solve complex client excellence challenges. With over 15 years of global experience - from ground-up retail operations to international wealth management - I partner with organizations to ensure their office processes seamlessly support a premium customer journey.

Here is how I partner with teams to drive results:

Resolving Operational Friction: I identify where cross-functional workflows stall and restructure them to drive operational efficiency without ever compromising service quality.

Balancing Rigor with Premium Care: Operating fluently in English and Portuguese, I translate complex, high-stakes requirements into clear, workable procedures that align diverse global teams.

Connecting Strategy to Execution: I serve as the critical link between broad strategic goals and daily execution, equipping teams with the step-by-step processes needed to deliver consistent results.

Clearing the Path to Scale: By taking ownership of process improvement, compliance, and cross-functional alignment, I remove administrative roadblocks so the business can scale efficiently.

Languages

English
Native or bilingual
Portuguese
Native or bilingual
German
Basic
Spanish
Basic

Workplace preferences

Can work on-site

Zurich (up to 50km)

UBS Switzerland AG
Client Account Manager (HNWI)
BANKING AND INSURANCE
August 2022 - Today (3 years and 11 months)
Zurich, Switzerland
• • Strategic Partnering: Served as Acting Department Lead (Deputy), stepping in to manage capacity, align resources, and orchestrate execution for high-stakes operational initiatives.
• • Cross-Functional Alignment: Acted as the primary liaison between stakeholders, utilizing strategic influence to align cross-functional priorities without formal authority.
• • Operational Rigor: Conducted complex onboarding adhering to strict regulatory frameworks across multiple departments, ensuring no strategic or operational details were dropped during fast-paced execution.
• • Premium Client Excellence: Managed the end-to-end journey for highly demanding UHNW client portfolios, translating high-level service visions into daily operational reality under intense regulatory scrutiny.
Business Operations Customer Experience Business Transformation Process Optimization Compliance
UBS Business Solutions AG
Change & Process Management Specialist
BANKING AND INSURANCE
February 2020 - July 2022 (2 years and 5 months)
Schaffhausen, Switzerland
• • Project Outcomes & Accountability: Led enterprise-wide transformation programs across five countries; designed clear project outcomes and held senior stakeholders accountable for deliverables.
• • Data Synthesis & Executive Reporting: Synthesized complex operational data into simple, persuasive narratives, management dashboards, and KPI tracking to support high-level executive decision-making.
• • System & OKR Alignment: Designed and implemented lean management systems and simplified SOPs to bring structural rigor and strategic alignment to decentralized global teams.
• • High-Stakes Execution: Directed critical daily financial operations (multi-million CHF), ensuring 100% accuracy and execution in high-ambiguity, fast-moving environments.
Business Transformation Change Management Business Operations International Project Management International Outsourcing
Bibus AG
Purchasing and Controlling Analyst
MECHANICAL ENGINEERING
August 2016 - January 2020 (3 years and 5 months)
Zurich, Switzerland
• • Special Projects: Led the implementation of a new system interface, improving organizational effectiveness by reducing lead times by 33%.
• • Vendor Strategy: Managed global vendor relationships and departmental budgeting to ensure cost-effective procurement and alignment with corporate standards.
• • Data Governance: Maintained product portfolio master data according to technical and corporate compliance standards.
Business Operations Change Management Vendor Management Data Governance Compliance