Lucien Thomkins CFA
Angestellt, Senior Project Manager Digital Wealth Management (VP), Credit Suisse
Zürich, Schweiz
Werdegang
Berufserfahrung von Lucien Thomkins CFA
Bis heute 5 Jahre und 5 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 4 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.)
· 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 5 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