董茜楠

董茜楠,出生於1986年9月27日,國籍:德國,瑞士,十三年金融行業戰略項目管理和超高淨值客戶財富管理經驗,曾任職頭部戰略諮詢公司和瑞士兩大綜合銀行。

目前任職某瑞士銀行總部全球財富管理部門旗下全球貸款部門,擔任高級產品專家,銀行級別: Executive Director(執行董事)。

領導多項集團全球戰略規劃,涵蓋財富管理、投資銀行、商業銀行業務以及集團轉型領域

成長於中德雙語環境中,深諳歐洲和中國文化以及商業環境

瑞士某銀行蘇黎世總部高級產品專家

基本介紹

  • 中文名:董茜楠
  • 性別:女
  • 所屬商會:瑞士蘇黎世商會秘書長
  • 金融機構:瑞士銀行蘇黎世總部執行董事
  • 演講時間:2024年5月10日
  • 所屬總部:瑞士蘇黎世
  • 講座規模:130餘名專碩學生  
教育背景,專業經驗,

教育背景

2005 – 2010德國曼海姆大學工商管理碩士畢業,畢業成績1.9
主要攻讀領域:金融與銀行管理、國際商業管理和經濟心理學
2008 – 2009荷蘭安特衛普大學(交換學期):套用經濟學
2000 – 2005德國萊比錫高級文理中學Friedrich-Schiller-Gymnasium,畢業成績 1.3

專業經驗

自 2018 年至今瑞士某銀行集團
全球財富管理全球借貸部門瑞士蘇黎世總部(Global Wealth Management – Global Lending Unit)
銀行級別: Executive Director(執行董事)
現任職務: 高級產品專家,負責全球借貸部門美洲業務拓展
曾任職位: 瑞銀全球交易中心建立、財富管理諮詢流程搭建、借貸全球IT系統項目
2014 – 2018瑞士某銀行信貸(Credit Suisse)
瑞士綜合銀行、全球私人銀行與財富管理:戰略部門
職位:高級項目經理。銀行級別:Vice President
2011 – 2014羅蘭貝格戰略諮詢公司瑞士辦公室(Roland Berger Strategy Consultants)
主攻行業 : 金融服務和醫療行業
職位:高級顧問
2010 貝倫貝格投資銀行(Berenberg Bank):併購部門(M&A)
2009德國某銀行(Deutsche Bank): 德國南部地區全球商業銀行業務風險管理
2004 - 2010 中德同聲傳譯(兼職)
Appendix: Key projects (not exhausted)

項目名稱
項目目標
我的角色
項目長度
項目影響力
1
UBS-CS Integration
Take over the entire Credit Suisse into UBS Group
Project lead of the operational CS-integration of Global Financing Stream
On-going
The entire financing-related business of UBS and CS
2
Global Lending Unit Implementation(UBS)
Set up a new business and operating model for the newly created global unit for structured lending
Project lead and responsible for new TOM and technical implementation across all regions
8 months with implementa-tion
The entire lending client base of Global Wealth Management and Investment Bank
3
“Villa” reorganization (CS)
Establish an independent Swiss Universal Bank (the largest reorganization of the bank)
Project lead and overall migration manager for new blueprint design, implementation of organizational changes and IT adjustments
8 months with implementa-tion
The entire organization and employees of Credit Suisse Swiss Universal Bank
4
“Big Sur” group reorganization (UBS)
Enhance collaboration between Wealth Management and Investment Bank
Project lead and responsible for establishing an Execution (Trading) Hub across Wealth Management and Investment Banking
9 months with revenue realization and implementa-tion
The entire trading unit of Global Wealth Management
5
China growth strategy for a Swiss medical device group
Drive market share in the entire Chinese market
Project responsible for new branding and sales channel concept incl. retail, hospital and government
4 months
The holistic market strategy for Chinese market
6
Front innovation (UBS)
Increase client time for client advisors through optimization of order taking
Project lead and responsible for efficiency savings
2 years with IT design and implementa-tion
The entire WM client advisors in CH, DE and APAC
7
Strategic Lombard Pricing
(UBS)
Establish a new pricing framework for Lombard loans to ensure client margins
Project lead and responsible for concept design and IT implementation
2 years with business & IT design and implementa-tion
The entire client base of UBS Global Wealth Management
項目名稱
項目目標
我的角色
項目長度
項目影響力
8
“Advice process integration” (UBS)
Build a new e2e advice process application for all booking centers
Project management with markets reps., application owners, IT, regulatory units
1 year with business design and IT implementa-tion
The entire client advisors and advice clients in CH, APAC, DE
9
“Client pain point”
(CS)
Identify and solve Top 20 client pain points
Overall project lead and responsible for solutions across all client segments
8 months with solution designs
The entire client base of CS Swiss Universal Bank
10
“Simplex”
SME clients (CS)
Define a new strategy and introduce Robotics-Process-Automation
Project lead for the entire strategy of the SME area with IBM for Robotics-Process-Automation
5 months for defining value proposition and levers for Robotics
The entire SME segment of Credit Suisse
11
“Sales Effectiveness” (CS)
Drive revenues in Private Banking & Wealth Management
Project responsible for business models review and implementation of improvement measures
8 months with reorganization of Product mgmt. and Advisory & Sales
Private Banking & Wealth Management across all global regions
12
SME strategy of a Chinese city bank
Develop a new TOM incl. product portfolio, risk mgmt., sales channels and processes
Project responsible for the module risk management incl. development of the scorecards for credit approval processes
4 months for risk management and process modules
The entire SME business of this Chinese city bank
13
Risk
management review of a global investment bank
Review and optimize the risk mgmt. framework and practice across all global regions
Responsible for PMO
8 months
The entire investment bank division of this global private bank
14
“Bank for Entrepreneurs” (CS)
Drive cross-selling revenues by enhancing the cooperation between WM and Corporate Banking
Project responsible for implementation of cross-Business Area initiatives and partnerships with external organizations
1 year for the entire project and 2 months for my module
The entire Private Banking and Corporate Banking of Credit Suisse Swiss Universal Bank

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