About Jan
German
Native or bilingual
English
Fluent
Experience
- UBSHead Lending InitiativesBANKING AND INSURANCEMay 2025 - Today (1 year and 1 month)Zürich, SwitzerlandLed large-scale transformation project to modernize lending processes for Residential and Cash-Flow Based Lending, including:
- Development and implementation of product-agnostic AI use cases along the lending process chain to drive automation, increase efficiency and enhance client experience
- Prioritization and coordination of tactical remediation measures to strengthen existing processes and mitigate short-term pain points
- Coordination of legacy platform replacement for more complex lending business to establish a future-proof and efficient application landscape
- UBSChief of Staff – Products, Channels & Marketing UBS Switzerland (Executive Director)BANKING AND INSURANCEMay 2024 - May 2025 (1 year)Zurich, SwitzerlandLeadership of team of ca. 10 colleagues, driving key priorities for the Business Unit:
- Strategic Agenda: Developing and driving strategy development and implementation for the Business Unit by independently running strategic projects and supporting key initiatives
- People: Establishing and executing people agenda for >1000 employees including onboarding, professional development and talent management, work force planning as well as events
- Communications: Managing internal and external communications to drive employee engagement and establish PCM as an attractive and innovative place to work
- Finance, Business Management & Governance: Ensuring seamless & efficient finance and business management processes and a strong governance to ensure compliance with rules & regulations
- Credit Suisse / UBSStrategy & Business Development – Swiss Bank (Executive Director)BANKING AND INSURANCEOctober 2014 - May 2024 (9 years and 7 months)Zurich, SwitzerlandLeadership of teams of generally 5-10 colleagues on high-impact initiatives (selected examples):
- Acted as program lead for Business Stabilization during the integration of the Swiss CS business into UBS, incl. sales/ win-back campaigns, staff and client retention, change management
- Set up Swiss Entrepreneurs Fund, a CHF 500mn PE fund to support Swiss growth companies, including investment management build, investor marketing & project coordination
- Developed sales plan for alternative investment products in collaboration with sales and product specialists including pricing and portfolio review, processes and client communication
- Conducted review of basic banking product shelf and identified opportunities for streamlining and simplification with an annual savings potential of single-digit million CHF
- Implemented Federal COVID-19 bridge loan scheme incl. definition of process and training of client-facing employees, paid out ca. 15k loans with vol. of CHF 3bn over the course of 2 months
- Defined and implemented measures to strengthen funding, including planning & execution of deposit campaigns and development of concept to issue structured notes
Recommendations
Be the first to recommend Jan
Help this freelancer shine by sharing your experience working together.
These freelancer profiles also match your criteria
Agatha Frydrych
Backend Java Software Engineer
4.7
(3)
2
Baptiste Duhen
Fullstack developer
4.6
(4)
5
Amed Hamou
Senior Lead Developer
4
(2)
7
Audrey Champion
Web developer
4.3
(3)
4
Education
- Master of ScienceHEC Paris2014Master of Science
- Bachelor of ScienceUniversity of Mannheim2011Bachelor of Science