Dr. Cher Ilman
Fähigkeiten und Kenntnisse
Werdegang
Berufserfahrung von Cher Ilman
- Bis heute 1 Jahr und 11 Monate, seit Juni 2023
Senior Project Manager: AI Educational Software
Workintech
- 2 Jahre und 9 Monate, Juni 2019 - Feb. 2022Bank Julius Bär
Product Owner: Digital Advisory Suite (Executive Director)
• Plan strategic roadmap for Digital Advisory @ Julius Bär • Set priority for new features and oversee the implementation of these features by 6 agile development teams • Lead User Experience (UX) and User Interface (UI) team: create user journeys, build prototypes • Lead Data Analytic team: data insights, machine learning models
- 4 Jahre und 1 Monat, Sep. 2013 - Sep. 2017EFG Bank
Senior Investment Counsellor (First Vice President)
• Managed a portfolio Active Portfolio Advisory mandates for European, Asian and Swiss HNWI and UHNWI clients • Pitched and acquired new client portfolios together with client advisors. Succeed in acquiring a complex advisory mandate for a UHNW European family • Advised client advisors and their clients on investment solutions: discretionary mandates, advisory mandates, single stocks, single bonds, funds, hedge funds, private equity, derivatives and structured products
• Work with management, client advisors and investment specialists to establish business requirements for the digital advisor tool. • Define digital advisory process to enable the tool to automatically generate investment proposals. • Coordinate data sources and processes to enable the tool to automatically check cross-border, MiFiD II, and tax suitability compliance on each asset class. • Establish control framework to ensure high quality portfolio health checks and performance.
- 3 Jahre und 1 Monat, Jan. 2010 - Jan. 2013
Sales Management Middle East, Asia, Israel and Africa
UBS Wealth Management
• Act as an interface between Management, Client Advisors and Product Specialists • Develop sales initiatives, manage sales projects, track and analyse sales results • Organise weekly educational sessions as well as Client Advisor trainings
- 3 Jahre und 10 Monate, März 2006 - Dez. 2009
Client Advisor High-Net-Worth Individuals: South East Asia
UBS Wealth Management
• Manage existing book of private clients and acquire new portfolios • 70% APAC (Thailand, China, Australia) and 30% European clients (Swiss, German UK) • Advise clients on issues concerning financial investments and wealth planning
• Following IBM outsourcing deals in Switzerland, establish survey tools for change management • Develop internal communications strategy for each outsourcing deal • Produce communications materials (newsletter, intranet message, email message)
Ausbildung von Cher Ilman
- 2002 - 2008
University of St. Gallen (HSG)
Dissertation: Change management and communications in M&A with Asian firms
- 2000 - 2002
Master in International Management
University of St. Gallen (HSG)
Thesis: Change management in M&A: the case study of Swissair Group
- 1995 - 1998
Bachelor’s degree in Marketing
Chulalongkorn University
Sprachen
Englisch
Fließend
Deutsch
Fließend
Thai
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