Niklas Spaniol

• Analyzed bank's top private clients/prospects and their assets in the UHNWI segment • Created extensive client profiles to improve Bank’s understanding of these individuals • Evaluated current market situation to identify relevant deal and investment opportunities • Drove ongoing client transactions by creating high quality pitch materials in liaison with Corporate Finance, Investment Banking, and Asset Management

• Implemented strategic projects for the Bundle Solutions team to enhance competitive positioning • Conducted market and competitor analyses to create sales support material • Prepared decision-making material for management reports • Developed a new offering concept to enforce the strategic direction of the Swiss Universal Bank entity

• Project Management Office (PMO) for a major Swiss bank IT transformation program • Executed strategic PMO activities including development of implementation planning & preparation of key meetings/documents for C-Level clients • Created management reports and decision-making material to ensure strategic positioning of the project within the client’s organization

• Implemented strategic projects for Core Banking Solutions • Conducted market analyses and created presentations to facilitate decision-making for top management • Coordinated analytic and organizational tasks (e.g. Business Risk) to create performance reports for the sub departments of Banking & Lending Products

• Conducted strategic projects in collaboration with Marketing, Sales, Expansion, and Finance departments to be implemented at the point of sale • Managed purchase orders and develop product proposals for key clients in Germany and Austria • Analyzed market data to compile monthly sales reports