Dr. Simon K. Basler
Bis 2018, Global Service Owner Client Reporting, UBS Business Solutions AG
Zürich, Schweiz
Werdegang
Berufserfahrung von Simon K. Basler
Bis heute 6 Jahre und 1 Monat, seit Mai 2018
Head WM Operations Service Management
UBS Business Solutions AG
1 Jahr und 11 Monate, Juni 2016 - Apr. 2018
Global Service Owner Client Reporting
UBS Business Solutions AG
2 Jahre und 2 Monate, Apr. 2014 - Mai 2016
Global Head Tax Reporting & Claims
UBS AG
4 Monate, Dez. 2013 - März 2014
Head Product & Project Management Tax
UBS AG
3 Jahre und 6 Monate, Juni 2010 - Nov. 2013
Head Tax Products & Solutions Private Banking
Credit SuisseHeading senior sector leaders to ensure tax compliance by monitoring, product management for reporting/reclaims and implementation management for key tax initiatives
Heading senior team leaders to ensure profitability transparency, benchmarking and sales guidance; development and implementation of profitability solutions
Heading senior team leaders for developing and implementing segment offerings, program lead for implementation of profitability reporting initiative; assessments for top management (e.g. alliances, art banking)
Heading direct reports for strategic and operational management of deposits, brokerage, reporting, fees; set up of Premium Client Reporting program
Responsible for pricing and special tariff terms management incl. implementation tasks and front support for complex requests; lead for strategic projects (e.g. strategy for international retail clients, review discretionary mandates)
1999 - 2002
Programmleiter
Swiss Banking School (heute Swiss Finance Institue)
Set-up and running „International Private Banking & Wealth Manage-ment Retreat“, an open forum for board members and CEO’s
Ausbildung von Simon K. Basler
1999 - 2002
Vermögensplanung von Unternehmern
Universität Basel
Vermögensplanung von Unternehmer im Spannungsfeld der betrieblichen u. private Sphäre; besondere Berücksichtigung der Life Cycle Asset Allocation sowie steuerlicher Aspekte
1993 - 1998
Economics
Universität Basel
Corporate Finance, Portfolio Management, Internationale Makroökonomie
Sprachen
Deutsch
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Englisch
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Französisch
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