Adrian Regez

Bis 2016, Head Private Banking Services and Assistant to the COO, Leumi (Switzerland) Ltd

Zurich, Schweiz

Fähigkeiten und Kenntnisse

Private Banking
Operational Process Analysis
Process Analysis
Process Control
Internal Controls
Internal Audit
Konzernrevision
Auditing
Operational Risk Management
Operational Risk
Risk Management
Compliance
Analytical Skills
Perseverance
Communication Skills
Presentations
Coaching & Directing of audit project team members

Werdegang

Berufserfahrung von Adrian Regez

  • 2 Jahre und 6 Monate, Nov. 2013 - Apr. 2016

    Head Private Banking Services and Assistant to the COO

    Leumi (Switzerland) Ltd

    Responsibilities - Project Management Officer for the winding down of the Bank’s business activities in Switzerland - Managing the Private Banking Services (PBS) department (i.e. client documentation) - Assisting the COO in the daily management of the COO department - Supporting the COO & department heads in special tasks and projects - Tracking and following-up of all audit issues in the COO area - Secretary of the Bank’s Management Committee

  • 2 Jahre und 10 Monate, Juli 2010 - Apr. 2013

    Audit Manager - Private Banking & Wealth Management

    Standard Chartered Bank - Singapore

    RESPONSIBILITIES - Risk Assessment for Standard Chartered Private Bank, Geneva - Planning, executing fieldwork and reporting of audit projects - Leading single- as well as multi-location audit project teams - Coaching and directing of (junior) audit project team members - Stakeholder management in the areas of Operations and the Trust Business in my function as "Product Champion"

  • 6 Jahre und 1 Monat, Sep. 2002 - Sep. 2008

    Senior Auditor - Private Banking

    UBS AG - Zurich & London

    Team leader as well as team member in the Private Banking Audit department covering the different stages of an audit, i.e. planning, fieldwork and reporting, as well as follow-up of existing audit items. International Assignment in London between January 2006 and January 2008.

  • 1 Jahr und 6 Monate, März 2001 - Aug. 2002

    Graduate Traineeship as Investment-Controller

    UBS AG - Zurich

    Strategic project controlling of the Business Group Global Wealth Management & Business Banking. Tasks included business case assessments of proposed new strategic projects including profitability, measuring of the entire portfolio of strategic projects on a quarterly basis against the agreed benchmarks and implementation plans as well as reporting to senior management.

Ausbildung von Adrian Regez

  • 1 Jahr und 5 Monate, Jan. 2009 - Mai 2010

    Macquarie University - Sydney, Australia

  • 3 Jahre und 1 Monat, Okt. 1997 - Okt. 2000

    Zurich University of Applied Sciences - School of Economics

Sprachen

  • Englisch

    Fließend

  • Deutsch

    Muttersprache

  • Französisch

    Gut

  • Italienisch

    Grundlagen

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