Marcus Ostwald

Supporting companies in the development and implementation of business strategies with industry focus Banking, Insurances and FMCG - Strategic Marketing Management (Products/Services, Pricing, Omni-Channel, CRM/Campaigns) - Commercial Strategy & Revenue Management - Advisory & Sales Management - Digitization & Digital Transformation

Position Julius Bär for future sustainable business growth via decision making related to key products, pricing & sales as part of Finance Management Committee and direct report to the Group’s chief financial officer (CFO). Exceed yearly business objectives by actualising CHF 25m in additional revenue p.a. by developing and leveraging pricing and revenue measures. Drive performance in CH/ASIA by leading six members of the regional based pricing teams and an external consultant’s team.

Leveraged unutilised business potential in a double-digit million CHF revenue size by launching sales campaigns and pricing measures across various markets. Served as a key influencer as member of Global Investment Products/Services Committee and Balance Sheet/Basic Products Committee. Narrowed focus on recurring asset based revenues by evolving offering’s strategy cornerstones & steering revenue composition towards stabilised margins.

Orchestrated a flurry in profitability by advising on affluent and retail segment strategies and implementing performance drivers, efficiency measures and adjusted targets. Stimulated an increase in client retention/inflows, minimised regulatory risk and advanced level of dispensed advice by enacting advisory process quality enhancement measures, including quality index and training. Increased revenue by c. CHF 8m via launch of high impact sales campaigns for FI, AI, and HF.

Triggered an increase to the bottom line by CHF 500m+ by developing, executing and managing division private banking overarching multi-year platinum initiative, Excellence in Price Management. Actualised additional CHF 15m in revenues by reviewing UK and France market pricing strategy. Ensured bank remained competitive by revamping product and pricing strategies for various services, including discretionary mandates, safe custody, FX, structured products and more.

Grew profits by introducing new service offerings and related price positioning as key elements of a CHF 200m programme and in accordance with overall strategic targets. Yielded double-digit million CHF in additional revenue by revising international client segment strategy and initiated cost savings (indirect) of 10% via management of cost containment project, improving PB cost income ratio. Elevated company to a premium position by reviewing pricing strategy and principles.

Successfully supported Head Office / European Market Units in market / customer oriented focus topics • Professionalized Campaign Management (Client selection, channels, material, impact controlling) • Implemented client segment strategies for Affluent and HNWI clients incl. Lead & Retention Mgmt. • Commercial Lines Strategy Europe – Developed, implemented "Online Tariffication & Sales tool" • Personal Lines Strategy – Designed, implemented Portfolio Mgmt. concept for unprofitable clients

Successfully managed several in parallel running, interdisciplinary, multitasking projects • Implemented Sales & Distribution cooperation DB 24/ DVAG (offering, marketing, communication) • Optimized DB 24 branch structure / network (numb. locations, profitability, servicing concept, design) • Designed / implemented multi-channel sales-, e-business-, CRM-strategies for DB 24 online portal (incl. B2B/B2C online & offline marketing alliances with strategic partners)

• Analysed / revised private clients sales strategy for a 1st tier German Bank (incl. sales force training) • Designed / implemented corporate clients market strategy for a 1st tier German Bank • Elaborated market strategy electronic banking & cash management for a German Federal State Bank

• Accountability for design / implementation of CRM concepts, ECR / SCM solutions and all promotions • P&L responsibility for Belgium Market (incl. Market strategy design, Management of Marketing & Sales activities, Steering of a team of 3 Key Account Managers / 6 District Sales Managers)

Auditing/Controlling/Strategic Management - Marketing - Corporate Human Resources