Jorge Recoder

Jorge Recoder

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  • Timeline

  • About me

    Senior Project Manager - Internal Consultant at UBS

  • Education

    • Universitat de Barcelona

      2010 - 2014
      Bachelor's Degree Economics

      EUS

    • Hamelin Internacional Laie

      1997 - 2009
      Batxillerato Científico-Teconológico
    • CEF Centro de Estudios Financieros

      2014 - 2015
      Finance, General Wealth Management

      Wealth Management

  • Experience

    • Credit Suisse

      Jun 2014 - Aug 2022

      Senior Business Project Manager for Wealth Management COO Business Transformation team. Supporting the head of Business Transformation. Working on Digital Transformation & Product Labs as project manager Lombard Front to Back program - Monitoring Stream Business Management, New Business, strategic projects, workshops, etc. Lombard LoansStructured LoansProject ManagementPrivate Label FundsTrustsHoldingsWealth ManagementLATAM Desk Private Label FundsTrust Holdings LATAM desk Spanish, Portuguese and dutch Market Private banking

      • Senior Business Project Manager

        Feb 2022 - Aug 2022
      • Senior Project Manager

        Jan 2021 - Mar 2022
      • Senior Business Analyst/ Product Owner

        Jan 2020 - Jan 2021
      • Senior Business Project Manager - CRM IWM Portfolio & Business Management

        Apr 2019 - Jan 2020
      • Solution Specialist UHNW - LATAM

        Jul 2016 - Mar 2019
      • Career Starter - Solution Specialist

        Jan 2016 - Jun 2016
      • Career Starter - Assistant Relationship Manager

        May 2015 - Dec 2015
      • Intern

        Jun 2014 - Apr 2015
    • Online2Convert

      Nov 2021 - now
      Co-Founder & SEO
    • UBS

      Oct 2022 - now
      Senior Project Manager/ Consultant

      Senior Project Manager as part of the Group Internal Consulting team within UBS.- From October 2022 till March 2023: supported GWM COO digitalization platform with the Client Engagement Initiative- From April 2023 to today: supporting the Group Integration Office, integrating Credit Suisse to UBS. I am part of the Central PMIO team leading the liaison communication, stakeholder management, and communicating with senior management up to GEB level.

  • Licenses & Certifications

    • Level I, Financial Risk Management (FRM)

      Global Association of Risk Professionals (GARP)
      Nov 2019
    • Level I of the CFA Program

      CFA Institute
      Jun 2017
    • PRINCE2 Agile® Foundation & Practitioner

      AXELOS Global Best Practice
      Oct 2020
    • Certified Associate in Project Management

      Project Management Institute
      Sept 2018
      View certificate certificate
    • Certification of Wealth Management Advisor (CWMA)

      SAQ Swiss Association for Quality
      Apr 2018
    • Professional Scrum Master I

      Scrum.org
      Nov 2020
      View certificate certificate