David Nieto

Experience

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  UBS (ex-Société de Banque Suisse)

  Sept 1991 - Dec 1998

  Private Investor Sales Support - Southern Europe (Portugal, Spain, Malta, Italy, Greece, Cyprus and Turkey)Experienced Financial Professional | Team Manager | Process Optimization- I've successfully led a team of 4 individuals, fostering a collaborative and high-performing environment.- I'm proficient in managing stock exchange orders, payment instructions, credit card orders, and fiduciary investments.- I've managed the administration of account closures and openings.- I've been highly effective in my communication with relationship managers, ensuring smooth operations.- I've organized continuous training programs for employees and apprentices, as the Internal Instructor.- I've actively contributed to the merger project between Union Bank of Switzerland and Swiss Bank Corporation, aligning the Private Investor Sales Support procedures.I possess strong problem-solving skills and have a track record of effectively resolving issues related to financial activities. Show less Private Investor Sales Support - Law firms, Trust companies and UHNWI Swiss clientsExperienced financial professional | Operations specialist | Training and support expert- I've proven experience in managing a variety of financial activities, including stock market orders, payment instructions, credit card orders, and fiduciary investments.- I've been skilled in monitoring and resolving issues related to these activities to ensure smooth operations.- I've proficiently managed account closures and openings, streamlining administrative processes.- I've been adept at maintaining effective communication channels with relationship managers for smooth collaboration.- I've demonstrated success in implementing efficient procedures and work processes, leading to increased productivity and the ability to focus on networking and language development.- I've obtained the "Deutsch als Fremdsprache" certificate from the Goethe-Institut to enhance my language proficiency. Show less Private Investor Sales Support - North America, Asia, Africa and Middle East.Experienced financial professional | Operations specialist | Training and support expert- I've a proven track record in managing various financial activities, including handling stock exchange orders, payment instructions, credit card orders, and fiduciary investments.- I've developed strong skills in monitoring and resolving issues related to these activities, ensuring smooth operations.- I've demonstrated proficiency in efficiently handling account closures and openings, streamlining administrative processes.- I've excelled in maintaining effective communication channels with asset managers, fostering seamless collaboration.- I've been the go-to person for First IT Support, providing valuable assistance to colleagues in application usage, problem-solving, and ensuring regular backups.- I've fulfilled the role of Internal Instructor, organizing ongoing training for team members and designing/implementing a comprehensive training and evaluation plan for apprentices, university trainees, and summer interns.- I've achieved success in creating standardized procedures and work processes, significantly enhancing efficiency and collaboration across different departments of the Private Investor Sales Support department.-I've been recognized for my contribution in developing a comprehensive apprentice training and evaluation plan, which has been adopted by the Training Department for ongoing training in Geneva.I'm passionate about using my expertise in financial operations, training and support to drive success within organisations. Show less - I've been a highly motivated and experienced professional with a strong background in finance, computer support, and employee training.- I've developed skills in issuing bank and traveler's checks, ensuring accounting integrity, and troubleshooting.- I've taken on the role of the first reliable IT support, assisting colleagues with applications, troubleshooting problems, and performing weekly backups.- I've also served as an internal instructor, leading ongoing training initiatives for employees and overseeing the implementation of training and assessment plans for apprentices and summer trainees.- I'm committed to fostering a productive and growth-oriented work environment. Show less

  • Head of a Middle Office Operations and Payment Transactions team - Private Banking Division

    Oct 1997 - Dec 1998

  • Middle Office Operations and Payment Transactions Specialist - Private Banking Division

    Oct 1996 - Sept 1997

  • Middle Office Operations and Payment Transactions Specialist - Private Banking Division

    Apr 1994 - Sept 1996

  • Specialist Bank and Traveller's Cheque Issue Office

    Jul 1993 - Mar 1994

  • Apprentice

    Sept 1991 - Jun 1993
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  Banque Notz Stucki SA

  Jan 1999 - Aug 2000

  Middle Office Operations and Payment Transactions Specialist - IT Specialist

  Experienced Banking Professional with a diverse skill set and a proven track record in contributing to the creation and optimization of the bank. Adept at implementing procedures, streamlining work processes, and managing a wide range of responsibilities. Key areas of expertise include:- Securities Management: Proficient in handling the purchase/sale, subscription/redemption, and free entry/exit of securities, ensuring efficient transactions and compliance with regulatory requirements.- Treasury Management: Skilled in overseeing the bank's treasury operations, optimizing cash flow, and minimizing financial risks through effective financial planning and analysis.- Payment Processing: Demonstrated expertise in processing payment transactions, ensuring accuracy and timeliness while adhering to industry standards and security protocols.- IT Infrastructure Administration: Experienced in installing, configuring, and maintaining computer equipment, as well as administering local networks. Committed to providing reliable technology solutions that support operational efficiency.- User Support and Licensing: Proven ability to provide exceptional user support, troubleshoot technical issues, and manage computer licenses, fostering a productive and seamless work environment.- Trade Execution Support: Experienced in stepping in for the head of the Trade Execution Desk, facilitating capital market and foreign exchange transactions with brokers and maintaining strong relationships.As a dedicated banking professional, I'm passionate about delivering excellence in financial operations, leveraging my expertise to drive organizational growth and success. Show less

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  BNP Paribas Switzerland

  Nov 2005 - Feb 2012

  - I'm a Pricing Specialist with expertise in informing relationship managers about appropriate pricing strategies.- I've created and managed the Pricing Guardian activity.- I've gained the trust of relationship managers and bank management.- I excel in explaining fee and commission calculations for transactions and services, including periodic commissions.- I've trained and informed the Central Registry on special case coding.- I'm experienced in organizing and conducting monthly sessions for the Front Office and bank roadshows.- I've written and updated various support documents, procedures, and operating modes.- I'm skilled in creating dashboards to facilitate data analysis and decision-making processes.- I've collaborated effectively with IT teams, Management Control, and Marketing to implement necessary adjustments.- I've successfully managed periodic reviews of waivers and establish control plans.- I played a key pricing role in the acquisition of Fortis Bank (Switzerland) SA.- I've analyzed and implemented a new pricing policy, as well as an exemption policy for the Private Bank.- I've developed a pricing policy specifically tailored for institutional investors.- I've consistently contributed to improving the bank's profitability. Show less - I’ve managed profiles and overseen operations in Tripple'A (Odissey) and its management code.- I’ve effectively communicated essential facts and new features to users within the application.- I’ve provided pricing support to relationship managers, addressing queries and coding waivers.- I’ve conducted monthly training sessions on pricing and client invoicing for relationship managers.- I’ve offered functional and operational support for key applications like Olympic and Tripple'A.- I’ve handled and resolved banking application problems received via phone, email, or fax.- I’ve coordinated the progress of requests within my area of expertise and directed complex issues to appropriate teams.- I’ve successfully managed tariff changes during the takeover of UEB (Switzerland) SA.- I’ve led tariff-related projects for the takeover of Banca Nazionale di Lavoro (Switzerland) SA and Insinger de Beaufort.- I’ve implemented a process to manually calculate monthly performance for a consolidated multi-bank portfolio of a VIP client. Show less

  • Pricing Guardian - Pricing Expert

    Jan 2009 - Feb 2012

  • Business Analyst - Pricing Specialist

    Nov 2005 - Dec 2008
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  Edmond de Rothschild (Suisse) S.A.

  Mar 2012 - Feb 2016

  Pricing Analyst - Pricing Expert

  - I've implemented the new pricing in 2012 and have supported relationship managers in adopting the new pricing policy.- I've created and managed the Pricing Analyst activity, driving effective pricing strategies and optimization.I've managed a project for workflow enhancement of pricing modifications through collaboration with IT and utilization of Business Process Management tools.- I've guided and advised relationship managers in analyzing market trends and proposing appropriate and optimized pricing structures.- I've conducted training sessions for relationship managers, equipping them with the necessary skills to navigate and utilize pricing simulators.- I've implemented a robust control process to ensure accurate and timely periodic billing.- I've established a streamlined process to facilitate smooth adjustments to pricing based on evolving client circumstances.- I've developed a comprehensive calculation module for tax reporting purposes, enhancing accuracy and efficiency.-I've prepared and presented special cases to the management of the Private Banking department for validation.- I've drafted tariff offers as part of Request for Proposal (RFP) processes, showcasing competitive and compelling pricing strategies.- I've collaborated closely with the Marketing Department, actively contributing to the development of impactful pricing brochures.- I've provided valuable insights and advisory services to the bank's management in Monaco regarding the new pricing strategy for External Asset Managers (EAM).- I've successfully implemented the new pricing framework for vested benefits foundations, ensuring compliance and alignment with regulatory requirements.- I've succesfully implemented the princing for bonded precious metals. Show less

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  Banque Lombard Odier & Cie SA

  Mar 2016 - Mar 2022

  Pricing Manager - Pricing Expert

  - I’ve managed and administered official rates for the Bank, primarily focusing on Private Clients and External Managers.- I’ve provided administrative and technical "Pricing" support to various departments within the Bank and external entities (Amsterdam, Tokyo, Madrid, Singapore, .- I’ve advised, managed, and administered end-to-end special configuration requests and discounts.- I’ve presented requests and recommended cases for validation to the Private Clients Management.- I’ve handled quarterly fee billing.- I’ve participated in the implementation of new procedures related to LSFin (Financial Services Act).- I’ve participated in several specific projects, such as the implementation of a new simulation and derogation management tool, as well as the migration of tariff code management and periodic and transaction fee calculation tools to a new system.- I’ve handled over 250 cases that resulted in not only an increase in AuM (Assets under Management), but also profitability.- I’ve participated in several Request For Proposal processes where the acquired AuM exceeded expectations due to the competitive pricing offering.- I’ve implemented an efficient pricing training program for relationship managers and assistants. Show less

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  ISFB - Centre de compétences et de carrière

  Feb 2021 - now

  Lecturer

  I'm involved as a lecturer in a Certificate of Applied Science program at the Kalaidos University of Applied Sciences Switzerland (ISFB) in Marketing and Distribution of Financial Products and Services. My role is to teach the responsibilities of a Pricing Manager and Pricing Strategy in private banking.

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  Academy by E-Secure

  Jun 2023 - now

  Lecturer

  I'm involved as a lecturer in a training module preparing for the Federal Diploma "Cyber Security Specialist" to teach how to "Determine resources to allocate to ICT projects and budget them".

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  Indosuez Wealth Management

  Sept 2023 - now

  Pricing Guardian

  Leading daily pricing operations in Switzerland and the Middle East, while supporting our colleagues in Asia to ensure strategic consistency across all our markets.Ensuring the strict application of pricing strategy and compliance with the derogation policy, taking into account the current dynamics of our industry, to maintain our competitiveness in the various markets in which we operate.Advising stakeholders, bankers, and Management, by providing my pricing expertise to optimize commercial proposals for our clients, thus enhancing the attractiveness and differentiation of our offering.Training and disseminating best pricing practices through regular training sessions, communications, and publications, while encouraging the sharing of best practices within the Private Bank, among Management, bankers, and any department involved in pricing. This fosters a true culture of pricing excellence.Innovating and continuously improving our pricing practices. In addition to optimizing daily operations and revenue generation, I lead projects with a direct impact on pricing and ensure the implementation of more effective controls, while strengthening internal and external communication. Show less