David Gurtner

Head of Projects, Risk, IT. Responsible for Corporate Development and enhancing the bank's business framework by ensuring that efficient and robust processes and systems are in place.

Responsible for the corporate risk management strategy by developing, embedding and operating the Risk Management and Business Framework.

Develop, implement and embed a Business Framework to provide an integrated approach to manage and operate Investec's Wealth Management business and assess all areas of the Private Bank. Assist with the development and implementation of new products and service offerings.

Operational Risk Controlling and SOX404 Compliance in the CFO division. Ensuring effective internal controls over financial reporting and SOX404 compliance. Active involvement in global projects to optimize the internal control system. Closely work together with senior management, other involved departments and external audit. Quality assurance and staff training. AVP level.

Auditing, consulting and sales for business clients. Assisting the auditing process for larger clients and independent auditing of smaller business clients. Responsible for the evaluation of business accounting software in Switzerland and setting up a strategic alliance with the preferred supplier. Define the marketing strategy and actively acquire new clients.

Active involvement in all accounting related tasks such as year-end closing, payroll, VAT and Tax. Development and implementation of a MS Access based Management Information and Invoicing System.

Assisting the front-end implementation and development of an underwriting application for the insurance industry. Assisting the sales team and presenting the application to potential clients. Defining appropriate training material and configure the online training tool.

International Training Program. Projects: Writing a Branch Manual for Winterthur International Insurance Company Ltd Australia, active involvement in the business process design and audit preparation, implementing a new front-end underwriting application, various other projects.

Front support for the investments and loans department for private clients. Advisory of Private Clients with assets up to CHF 500’000 and home loans up to 1 m.

Common bank apprenticeship with training in all main bank departments.

Strategy and Business Processes, Systems Integration, Software Engineering, Project Management, Integrated Standard Business Software, Open Source Models, E-Business, Collaboration and Virtualization, Safety

Project Management, Process Management, Information Technology & Systems, Requirements Engineering, Solution Design

Diploma thesis: “Securitization of Insurance Risks – Opportunities and threads of insurance-linked securities”