Moderator

Marc Lussy

Inhaber, Consultant for Banking & Social Media / Managing Director, MLI - Marc Lussy Innovation

Staefa, Schweiz

Skills

Leadership
Project Management
Conflict Management
Intercultural Competencies
Social Media Management
Business Development
Client Acquisition
Client Advisory
Change Management
Business Analysis
IT Knowledge
Avaloq Expertise
Program Management
Investment Expertise
Portfolio Management
Finance 2.0
Social Finance
Social Media Strategy Development
SEM
SEO
SEA

Timeline

Professional experience for Marc Lussy

  • Current 7 years and 10 months, since Sep 2013

    Managing Director / Leading European Operation

    DINAR Finance Group

    As a Brazilian company we have a superb foothold in the Brazilian Financial Sector. With our experts in São Paulo and Bahia we maintain excellent relations with key people and companies in the investment and private banking and also in the IT sector. We provide our services to foreign investors and companies who want to enter the Brazilian market. Our services range from consulting, collaboration in business development till building partnerships.

  • Current 10 years and 6 months, since 2011

    Lecturer "Personal Branding with Social Media"

    SKO - Swiss Management Organisation

  • Current 11 years and 6 months, since 2010

    Consultant for Banking & Social Media / Managing Director

    MLI - Marc Lussy Innovation

    Frequent lecturer on Social Media, Finance 2.0, SEO, Wealth Management and Leadership and contributor to leading Swiss finance magazines and career portal. Performed project management and business analysis including client process optimisation and information technology initiatives for private banking and investment banking clients in Europe and Brazil

  • 2007 - 2010

    Head of Projects, Member of the Management

    Bank CIC (Switzerland)

    Served as a member of the management team to lead multiple projects for a medium-sized private bank with a secondary focus on corporate clients. Drove all phases of technology projects to successful completion. Launched, led and coached a 40-member team. Projects completed include an eBanking solution, CRM and trading platform implementation. Selected by the CEO to deliver presentations as a university lecturer in the areas of wealth management and client advisory.

  • 2004 - 2007

    Senior Project Manager & Business Analyst / Manager

    COMIT

    Leveraged expertise in project management, asset management, client advisory and investment banking for financial sector clients of an IT consulting firm, establishing the company as a portfolio management leader for the Avaloq core banking solution. Provided team leadership to a staff of 10. Projects included a client-centric eBanking solution for an English private bank.

  • 2003 - 2003

    Senior Product Manager for Investment Products / AVP

    Cantonal Bank of Grisons

    Spearheaded retail bank’s development of innovative products for payment processing and investment products. Created pricing structures and product calculations for investment products. Projects included the development of an Intranet-based product database.

  • 1999 - 2002

    Project & Product Manager / AVP

    Credit Suisse Private Banking

    Managed projects and product development initiatives for the investment management division. Projects included all phases of development of new management software for investment portfolio management, controlling and client reporting. Successfully resolved critical issues to ensure timely deployment. Implemented a new centralized structure yielding portfolio management cost reductions while doubling client capacity, increasing revenue growth and improving overall quality. Oversaw a team of 30+.

  • 1998 - 1998

    Broker – Futures, Options, Forex / AVP

    SFH Trading & Brokerage

    Oversaw order flow, trade management, and best execution for financial and commodity futures and stock options on the US, European and Swiss exchanges, as well as Forex orders. Provided investment advisory services for private banking and retail banking clients.

  • 1993 - 1998

    Head of Warrant and Convertible Bond Trading / AVP

    Yamaichi Securities

    Made markets for 70 Japanese/Asian warrants and convertible bonds in a challenging and volatile environment. Performed trading of warrants and convertible bonds successfully on behalf of the banks’ own account. Designed and implemented hedging strategies for concentrated positions and overall market exposure. Provided account management and advisory services for a client base comprised of institutional and private banking customers with a main focus on Asian and Swiss investment products.

  • 1990 - 1992

    Career Starter Program / Sales for Traded Options and Futures

    UBS

    Generated sales of traded options and financial futures to institutional clients. Executed advisory services for internal relationship managers. Trained in capital markets department launching new issues (IPOs). Performed market analysis and monitoring to assess credit lines. Conducted Forex operations and executed corporate actions including settling bond interest payments and capital increases.

Educational background for Marc Lussy

  • 2008 - 2011

    Leadership & Management

    HSO Zurich, Switzerland

    *Advanced Federal Certificate of Higher Vocational Education and Training in Leadership*, Self-Knowledge, Personal Management, Team Leadership, Communication, Conflict Management, Economics, Accounting, HR Management, Organisation Theory, Project Management, Jurisprudence

  • 2004 - 2005

    Leadership & Management

    Limania Baden, Switzerland

    Work Psychology, HR Management, Operational Management

  • 1999 - 2001

    Financial Planner

    AKAD Zurich, Switzerland

    Economics, Financial Markets, Marketing, Lending Operations

Languages

  • German

    First language

  • English

    Fluent

  • Spanish

    Basic

  • French

    Fluent

  • Italian

    Fluent

  • Japanese

    Basic

  • Dutch

    Basic

  • Chinese

    Basic

  • Portuguese

    Fluent

Wants

CONSULTING ASSIGNMENTS IN THE BANKING INDUSTRY IN THE FOLLOWING AREAS: Program Management
Project Management (Business and IT)
Business Development
Business Analysis
Core Banking Solutions (especially Avaloq)
System Evaluations
Social Media ||| ASSIGNMENTS AS GUEST LECTURER / SPEAKER IN THE FOLLOWING AREAS: Wealth Management and Client Advisory
Social Media
Project Management

Interests

Climbing
Skiing/Snowboarding
Sailing
Foreign Languages
Russia
Brazil
China

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