Associate Director, Business Development Group
UBS Investment Bank
Charged with working with key stakeholders to implement UBS’s strategy for cross-business collaboration and organic client growth.
- Client Development – Drive initiative of understanding existing client relationships for cross-business opportunities.Mine existing relationship trends to identify and develop strategies for organic client growth. Developed client-centric events that directly have led to gain in new business.
- Strategic Planning & Execution – Conducted research and analysis to determine group business needs and structure. Developed and executed business plan.Assisted with successful restructuring of an ineffective group to perform as a transparent, high-profile group that has increased: organic client growth with $6bn+ new AUM, the quality of potential transactions for the Investment Bank by 50%, and banker buy-in to cross-sell by 40%. Group’s model currently is being analyzed for global deployment.
- Systems & Operations – Developed and implemented interim CRM tool that allowed the newly structured group to operate as a team and with accountability starting day one.Provided logic and business requirements for re-vamp of the Investment Bank’s existing CRM system. Developed, implemented and trained for multiple systems to execute group’s mandates; systems allow for reporting and knowledge management that currently is not available in the Investment Bank’s CRM system.
- Communication – Prepare senior management and Board-level presentations on cross-business issues (client strategy, ARS, performance). Developed BDG’s website and educational resources; coordinate all internal communications about BDG.