Lucien Thomkins CFA

Angestellt, Senior Project Manager Digital Wealth Management (VP), Credit Suisse

Zürich, Schweiz

Fähigkeiten und Kenntnisse

Investment management
Robo advisory
Digital
Consulting
Financial Services
Projektmanagement
Corporate Finance
Controlling
Change Management
team player
schnelle Auffassungsgabe
Transformation Readiness
Change Readiness
Regulatory Change
Multi Channel Management

Werdegang

Berufserfahrung von Lucien Thomkins CFA

  • Bis heute 5 Jahre und 4 Monate, seit Feb. 2019

    Senior Project Manager Digital Wealth Management (VP)

    Credit Suisse

    · Project delivery manager for the implementation of strategic digitalization projects · Shaping and prioritizing feature roadmap · Business requirements gathering and definition · End-to-end feature delivery: Budget, timeline and scope responsibility · Working at the intersection of business and technology, bringing together key stakeholders from front office, UX/UI design, strategy department · Liaising with Legal/Compliance specialists ensuring the sales platform adheres to LCR requirements

  • Bis heute 12 Jahre und 3 Monate, seit März 2012

    Assistant Corporate & Institutional Clients

    Credit Suisse Group

    -Supported and guided Relationship Managers and clients end during the whole onboarding process of complex client relationship openings -Determining clients personal financial situation and risk profile -Provided expert advice to the business on all client account opening related topics -Identification of cross-selling potential (Discretionary Mandates, factoring, FX transactions, etc.)

  • 3 Jahre und 5 Monate, Sep. 2014 - Jan. 2018

    Senior Consultant, FS Strategy & Operations

    Deloitte

    · Managed workstreams within transformation projects · Acting as a link between the business and technology departments · Developed operating models as part of regulatory, cost and technology-driven transformations · Review and optimization of business processes · supported the adjustment of technology platforms and digital solutions to address business requirements · Contributed to workstream responsible for identifying suitable third-party solutions · Supported the development of publications

  • 7 Monate, Juni 2011 - Dez. 2011

    Investment Banking

    UBS

    Equity Structured Products

  • 3 Monate, Juli 2008 - Sep. 2008

    Credit Risk Management

    Credit Suisse Group

Ausbildung von Lucien Thomkins CFA

  • Bis heute 12 Jahre und 4 Monate, seit Feb. 2012

    Accounting & Finance

    St.Gallen (HSG)

  • 4 Jahre und 1 Monat, Feb. 2008 - Feb. 2012

    Betriebswirtschaft

    St.Gallen (HSG)

Sprachen

  • Deutsch

    Muttersprache

  • Englisch

    Fließend

  • Französisch

    Gut

Interessen

Fussball
Krafttraining
Lesen
Reisen
Badminton
Fintech
Consulting

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