Advanced Microsoft Office
Sandro Casciani
Business Manager - Private Banking (Director)
Singapore
Summary
Enthusiastic and driven Business Manager with 15 years of successful experience in Private Banking and Financial Industry. Recognized consistently for performance excellence and contributions to success. Eager to contribute to team success through hard work, attention to detail and excellent organizational skills. Clear understanding of regulatory framework, new generation's demands and backed by training in Management, Economics and Finance.
Overview
5
5
Languages
6
6
Certifications
8
8
years of post-secondary education
15
15
years of professional experience
Work History
Business Manager - Private Banking
Bank Julius Baer & Co. Ltd
Singapore, Singapore
08.2018 - Current
- In charge of Global India & Developed Markets (ISC & NRI and Japan Singapore) - Team strength of over 70 relationship managers.
- Managed and executed financial business plan and communicated company vision and objectives to motivate teams and increase overall engagement.
- Reduced or eliminated different types of financial discrepancies by improving documentation, procedures and reporting accuracy for budget and operational controls/planning.
- Spearheaded business operations by consistently seeking methods to improve profitability through cost containment, efficiency improvements and revenue generation.
- Worked with sales and product representatives to develop strong customer connections with company teams and promote long-lasting relationships.
- Led company to successful product launch and growth by developing initial product roadmap and go-to-market strategy.
- Chaired weekly meetings with executive leadership to identify opportunities for improvement, establish milestones and tailor products to individual markets.
Business Project Manager - Business Solutions (AD)
Bank Julius Baer & Co. Ltd
Singapore, Singapore
08.2016 - 08.2018
- Identified project scopes, constraints, risks and deadlines.
- Used process improvement tools to separate and combine tasks into efficient workflow, improving efficiency 400%.
- Recruited and developed 4 employees for Change Management department.
- Coordinated internal resources and third-party vendors for flawless execution of projects.
- Supported project managers in managing schedules and milestones.
- Acted as main front office representative during implementation of new Core Banking System (T24)
- Developed, led and executed client communications, change management and floor runner concept as front office lead.
Business Support Manager - CEO Office Asia
Bank Julius Baer & Co. Ltd
Singapore, Singapore
10.2015 - 07.2016
- Attended meetings to make informed business decisions, provide administrative support and evaluate progress toward goals and objectives.
- Performed financial and managerial analyses to evaluate data and make recommendations, prepare financial reports and projections and conduct presentations.
- Developed analytical frameworks, data models and relevant insights to support prioritization, scoping and effective decision-making throughout organization.
- Engaged in business management topics and supported all initiatives relevant for Asian Region, liaising with head office.
- Supported Head of Business Management Asia in monitoring of project portfolios and in participation of various regional and global management committees, project meetings and calls.
Junior Account Manager
Bank Julius Baer & Co. Ltd
Zurich, Switzerland, Switzerland
02.2013 - 10.2015
- Managed book of international client portfolios on global level.
- Operated as lead point of contact for customer and relationship manager related matters.
- Ensured timely and successful deliver of key solutions according to customers' and stakeholder's needs.
- Worked in different locations, such as: Frankfurt, Luxembourg, London and Montevideo.
- Acted as key partner in transitioning of one core location due to strategic closing decision, resulting in customer retention of 85%.
- Developed highly profitable pipeline based on multiple sales penetration techniques.
- Built and strengthened long-lasting client relationships based on accurate price quotes and customer-centric terms.
Deputy Team Head - Booking Centre Services
Bank Julius Baer & Co. Ltd
Zurich, Switzerland, Switzerland
08.2013 - 03.2014
- Successfully led Account Opening Task Force, managing integration of acquired business entity, portfolio onboarding and transaction of assets between entities.
- In charge of providing key essential trainings to new and existing staff for front related applications.
- Developed and implemented new procedures and features which enhanced overall workflow efficiency.
- Worked in several locations, such as: London, UK (July 2013) and Montevideo, UY (September 2013) to provide classroom and on-the-job trainings / support to newly on-boarded Relationship Managers throughout Merrill Lynch acquisition.
Junior Relationship Manager / Assistant Germany Key Client Desk
Bank Julius Baer & Co. Ltd
Zurich, Switzerland, Switzerland
04.2011 - 02.2013
- Assisted key partner relationship manager in daily banking requirements.
- Developed advanced knowledge in structured products, options, bonds and equities.
- Placed orders and followed up on executions.
- Monitored issues carefully and reached out to customers to provide immediate resolution and maintain satisfaction.
- Planned portfolio solutions after carefully analyzing clients' financial health and future requirements.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
Assistant Private Banking
Bank Julius Baer & Co. Ltd
St. Moritz, Switzerland, Switzerland
08.2009 - 04.2011
- Supported team's business in developing client relationships and managing operational aspects to support Relationship Manager in being able to increase share of wallet within existing clients, and gain assets from new clients.
- Serviced Private Banking clients throughout trades, bespoke requests and active portfolio management.
Apprenticeship
Bank Julius Baer & Co. Ltd
Zurich, Switzerland, Switzerland
08.2006 - 08.2009
- Completed six rotations as apprentice: Client Payments – Telecom & Installation – Legal & Tax Engineering – Tax Statements Germany – Funds and NTF Trading Desk – Private Banking Italy.
Education
MBA -
Singapore Management University (SMU)
Singapore 01.2017 - 01.2018
Bachelor of Science - Economics, Banking & Finance
Zurich University of Applied Sciences
Zurich 01.2011 - 01.2015
Vocational Diploma -
KVZ Business School
Zurich 01.2006 - 01.2009
Skills
Creating, supervising and executing: Strategic Business Initiatives, Business Models & Sales Strategies
undefinedSoftware
Power BI
ARIS
Temenos T24
Certification
Cambridge First Certificate in English
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Interests
Diving
Golf
Wine and Dine
Timeline
Business Manager - Private Banking
Bank Julius Baer & Co. Ltd
08.2018 - Current
MBA -
Singapore Management University (SMU)
01.2017 - 01.2018
Business Project Manager - Business Solutions (AD)
Bank Julius Baer & Co. Ltd
08.2016 - 08.2018
Business Support Manager - CEO Office Asia
Bank Julius Baer & Co. Ltd
10.2015 - 07.2016
Deputy Team Head - Booking Centre Services
Bank Julius Baer & Co. Ltd
08.2013 - 03.2014
Junior Account Manager
Bank Julius Baer & Co. Ltd
02.2013 - 10.2015
Junior Relationship Manager / Assistant Germany Key Client Desk
Bank Julius Baer & Co. Ltd
04.2011 - 02.2013
Bachelor of Science - Economics, Banking & Finance
Zurich University of Applied Sciences
01.2011 - 01.2015
Assistant Private Banking
Bank Julius Baer & Co. Ltd
08.2009 - 04.2011
Apprenticeship
Bank Julius Baer & Co. Ltd
08.2006 - 08.2009
Vocational Diploma -
KVZ Business School
01.2006 - 01.2009
Swiss Federal Certificate of Competence for Businessmen
Vocational “Matura” Diploma (Profile M)
BSc in Business Administration (Specialization in Banking and Finance)
Master of Business Administration (SMU, Singapore)
Diplôme d'études en language française, DELF B2
Cambridge First Certificate in English
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