01
Fixed Income & Money Market
Department built from scratch. Sovereign, corporate, high yield, EM, convertibles, fiduciary deposits. Multi-billion CHF annual volume.
Senior Banking Leader · Switzerland
Bridging markets, investment products and banking transformation.
Eighteen years building and leading Swiss banking desks — Fixed Income, Money Market and Investment Funds — and translating that expertise into digital platforms that scale. Former Vice Director, Swissquote. Now seeking a senior banking, markets or transformation role in Switzerland.
Track record
18+
Years in Swiss banking
CHF 25M+
Annual desk revenue
CHF 1M+
Annual savings negotiated
CHF 500M
Digital mortgage portfolio
200+
Counterparties & partners
Areas of expertise
A practitioner across markets, products and platforms.
Hands-on across the full banking value chain — from OTC execution and risk frameworks to platform launches, product design and team leadership in a FINMA-regulated environment.
02
Investment Funds Architecture
End-to-end fund offering: hedge funds, REITs, ELTIFs, alternatives. Trading rebuilt, SWIFT-enabled, partner-integrated.
03
Lombard Lending
Designed advance-rate grids, collateral policies and digital Lombard. Portfolio scaled 10× through automation.
04
Trading & Market Operations
OTC execution, real-time pricing, liquidity management, LCR/NSFR optimisation, yield curve arbitrage. Bloomberg, Tradeweb, MarketAxess.
05
Digital Banking Transformation
Switzerland’s first online mortgage. Robo-advisor algorithms. Process automation. Product/application owner across multiple platforms.
06
Wealth Management & UHNW
Investment committee member. Asset allocation, manager selection, bespoke mandates for institutional and HNW/UHNW clients.
07
Risk, Compliance & FINMA
Operational, market and counterparty risk frameworks. Stress tests, VaR/CVaR limits, Basel III/IV reporting. MiFID II, EMIR.
08
Leadership & Team Building
Two multidisciplinary trading teams, eight specialists. Recruitment, talent development, performance management.
09
Digital Assets & Crypto Desk
Participation in the creation of a Digital Assets desk, connecting crypto market structure, trading operations, controls and scalable banking processes.
10
Strategic Project Management
Strategic delivery using Agile methods, stakeholder alignment, prioritisation frameworks and WSJF to sequence high-impact banking initiatives.
11
VIP & UHNW Network Creation
Creation of a high-end partner network across private banks, family offices, brokers, legal counsel and specialist providers for VIP/UHNW clients.
12
Entrepreneurial Operating Model
Built Alphora’s operating model, client journey, positioning and partnership architecture from concept to execution.
Experience
An institutional arc.
From the apprenticeship floor of a cantonal bank to the management committee of a listed Swiss bank — and into independent UHNW operations.
Head of Asset Management & Operations
Alphora · Co-founder
UHNW operations and partnerships practice. Bespoke investment roadmaps, estate planning and a curated network of private banks, family offices and specialist providers.
- Structured the firm as an independent entity — operating model, partnerships, brand and storytelling.
- Negotiated exclusive partnerships with private banks, family offices, brokers and legal counsel.
- Designed end-to-end client journey for VIP and UHNW segments.
Vice Director · Head of Fixed Income, Money Market & Investment Funds
Swissquote Bank · Member of Management
Continuous internal promotion across 17 years: Middle Office Specialist → Trader → Head of Trading → Associate Director → Vice Director, Member of Management.
- Built the Fixed Income & Money Market department from scratch — infrastructure, proprietary tools, risk models, KPIs.
- Led two trading desks (8 specialists) generating CHF 15–20M in consistent annual revenues.
- Negotiated institutional counterparty contracts producing CHF 1M+ in annual savings.
- Launched Switzerland’s first fully digital mortgage platform; CHF 500M portfolio in two years.
- Designed the trading algorithm powering the bank’s Fixed Income robo-advisor.
- Automated Lombard lending end-to-end; monthly drawn balance 40M → 400M+.
- Investment Committee member — asset allocation and manager selection.
- Represented the bank at trading and digital finance conferences in Geneva, Zurich, London and Singapore.
- Contributed to the creation of the Digital Assets desk, bridging crypto products, trading workflows, operational controls and digital banking requirements.
- Led strategic initiatives with Agile delivery practices, structured prioritisation and WSJF-based sequencing for product and platform roadmaps.
Banking Apprenticeship — Federal Certificate (CFC)
Banque Cantonale Vaudoise (BCV)
Rotational training across retail, private banking and corporate. Real-estate credit analysis in the Competence Center. Foundation in Swiss wealth management practice.
Selected projects
Built, launched, measured.
A portfolio of platform launches, trading desks and operational transformations — each with quantified outcomes. Read full case studies on the Projects page.
01
Digital Mortgage Platform
Switzerland’s first online mortgage, launched with BLKB. CHF 500M portfolio built in two years; CHF 25M+ in cumulative revenue.
Platform · Mortgages
02
Fixed Income In-House Trading
Re-internalised bond trading from a single external broker to a global OTC network of 200+ counterparties. Best-in-class execution on the Swiss market.
Trading · OTC
03
Lombard Loan Automation
One-click Lombard, sub-15-minute approvals, AI triage for simple cases. Drawn balance 40M → 400M+; requests 1,200 → 16,600.
Credit · Automation
04
Investment Funds Architecture Modernization
Full rebuild of the fund trading stack via MFEX partnership. CHF 200K broker savings; CHF 800K+ retrocession uplift; SWIFT integration.
Funds · Architecture
05
Institutional Bonds Brokerage
Opened OTC bond execution to non-custody institutional clients. Custom platform; ~30 clients onboarded; ~USD 1M in execution P&L.
Institutional · Brokerage
06
Fixed Income Robo Algorithm
Proprietary scoring methodology for client bond portfolios — alternative to cVar with a 50/200 MA overlay. A market-unique Fixed Income engine.
Algo · Advisory
07
OTC Bonds Quote-Request Service
Spread-based quote-request workflow for asset managers and institutional clients — modelled on listed-derivatives RFQ practice.
Trading · Institutional
Credentials
Trained on Swiss market standards.
Federally certified, exchange-licensed, continuously refreshed. The foundation behind every desk and project.
Certifications & Licences
- SIX Swiss Exchange — Certified Trader2012
- Eurex Clearing — Clearing Licence2010
- CYP — Swiss Banking, CFC Banking Employee2008
- SIX Swiss Exchange — Refresher for Traders2017
- SIX Liquidnet Service (SLS) — Certificate2013
Tools & Platforms
- Bloomberg · Tradeweb · MarketAxess · TradingScreen · SIX · RefinitivMarkets
- T24 · Eureka · Jira · WorkdayBanking
- Power BI · Tableau · SQL · VBA · PythonData
- Agile · Scrum · Kanban · WSJF · Jira · RoadmapsDelivery
- FINMA · Basel III/IV · MiFID II · EMIR · Dodd-FrankRegulatory
- French (native) · English (fluent) · German (professional)Languages
Contact
Open to senior banking, markets and transformation roles in Switzerland.
Available for permanent positions in Swiss private banking, asset management, trading and digital transformation. Open to roles across Geneva, Lausanne and Zurich.