Florian Vogt, CFA

Experience

• 

  Vogt-Optik Volki-Land AG

  May 2001 - Mar 2006

  Sales Consultant - Part-time employee (20%)

  Client counselingStock managementInvoicingWorkshop

• 

  Credit Suisse

  Apr 2006 - Apr 2024

  Wealth Management Divisional Expense Management IWM Divisional Revenue Management- Inter-company revenue incentive frameworks - Revenue Sharing Agreements (RSA) - Single Global Currency (SGC)- Investment Banking Advisory (IBA) revenue collaboration business partner - Local AuM/NNA (Assets under Management / Net New Assets) Officer -> AuM policy governance (FINMA guidelines)Nov‘19 - Mar‘21:- Business Area Controlling for IS&P (Investment Solutions & Products) -> Analysis, Planning, Budgeting, Performance Management (Balanced Scorecard), Reporting

  • Senior Financial Analyst - Vice President - Team Head

    Apr 2022 - Apr 2024

  • Senior Financial Analyst - Vice President

    Apr 2021 - Mar 2022

  • Senior Financial Analyst - Vice President

    Nov 2014 - Mar 2021

  • Senior Teamleader Private Banking - (Assistant) Vice President

    Dec 2010 - Oct 2014

  • Product Manager Private Banking Mutual Funds & ETFs

    Jul 2009 - Nov 2010

  • Strategic Business Planning Private Banking - Career Starter

    Apr 2008 - Jul 2009

  • Business Analysis Private Banking - Employee on Call

    Oct 2006 - Mar 2008

  • Business Area Controller APAC Offshore - Intern

    Apr 2006 - Sept 2006
• 

  UBS

  Apr 2024 - now

  Senior Financial Analyst - Director

  GWM Cost Performance, i.e.divisional expense specialist covering total OPEX (incl. Direct costs and Allocated costs, as well as Underlying and Integration relevant items).- providing cost dashboard to GWM president and top management- ensure integration/synergy targets timeline- limit integration costs