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 |
