Thomas Jost

Experience

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  Credit Suisse

  Feb 2000 - Nov 2010

  Relationship Manager, providing best-in-class service to Germany, Switzerland, Luxemburg, Austria and Scandinavia based External Asset Managers (EAM ) and their end clients on the Swiss booking platform. Recognised for immediate hands-on support and servicing of financial intermediaries. Designed market development strategy from scratch for the Nordics and oversaw subsequent implementation, which led to successful build-up of new markets, contributing substantially to team KPIs for AuM, NNM and revenue. Show less

  • Assistant Vice President - Senior Relationship Manager EAM

    Dec 2007 - Nov 2010

  • Deputy Team Head - Relationship Manager EAM

    Oct 2006 - Nov 2007

  • Assistant Relationship Manager

    Sept 2005 - Sept 2006

  • Assistant

    Sept 2003 - Sept 2005

  • Assistant

    Feb 2001 - Sept 2003

  • Assistant

    Feb 2000 - Feb 2001
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  Bank Julius Baer & Co. Ltd.

  Jan 2011 - Mar 2018

  Promoted to strategic role on strength of exceptional contributions in the APAC business. Built and grew the Australia Intermediary business for JBG and BJBS. Managed intermediary client relationships, cultivated prospects and followed up on new business opportunities for the firm’s products and services. Functioned as subject matter expert and key influencer to amplify and evolve the brand within the Group’s broader platform. Ensured constant, direct contact with the brand's audience and clients.• Spearheaded business-critical project that setup Australia as BJBS growth market, redefining legal, regulatory and business framework for private banking clients and financial intermediaries such as FIM/EAM, SFO/MFO, and IM/Funds. • Drove considerable AuM growth 4 years while keeping average net return on assets (RoA) to bank at 60bps.• 5-time recognition by the Asian Private Banker Awards for Distinction as Best Private Bank External Asset Manager’s Choice through consistent delivery of best-in-class platform, products and client service for EAMs and their clients. Show less Assembled the pioneering, 8-member cross-functional team dedicated to delivering service to financial intermediaries across Asia Pacific. Orchestrated day-to-day servicing of clients, identified intermediaries with volume and revenue potential and onboarded new clients. Conceptualised, implemented and monitored sales campaigns, adapting the marketing mix elements to geographical and target client requirements. Developed and maintained data-driven analytical tools to identify upselling and pricing potentials based on target client definition, trading behaviour and local situations. Trained, coached and mentored team members, exemplifying excellence and integrity.• Gained Top 2 Asia position in terms of team size and AuM by strengthening the brand as financial intermediaries’ partner of choice. Conceptualised and rolled out exclusive events full of relevant and timely content on investing and finance, regulatory, social and networking Show less

  • ED, Market Head Australia of Julius Baer Group, Deputy MH INT APAC and Team Leader INT SEA & Pacific

    Mar 2015 - Mar 2018

  • Director, Team Leader, Intermediaries South-East Asia & Pacific ▪ BJB Singapore

    May 2013 - Mar 2015

  • Deputy Team Head, Private Banking International | Senior Relationship Manager, EAM International

    Jan 2011 - May 2013
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  EFG Private Bank

  Mar 2018 - Jul 2019

  Head, IAM Business Development ▪ Senior Vice President ▪ Singapore Branch

  Recruited to executive-level role to pioneer the Independent Asset Management (IAM) division and strategically lay groundwork for services dedicated to financial intermediaries in Asia. Developed the services and product platform, recruited top talent and established its systems, compliance & governance processes and technologies. Owned delivery of market leading products and built strong client relationships. Delivered and managed sales targets with each intermediary, maximising opportunities for business growth and profitability. Managed overarching relationship and execution of intermediaries development plans, delivering on engagement strategy and value proposition. • Given the 2019 Best External Asset Management Platform and Offering – South East Asia at the 7th Wealth Briefing Asia Awards, surpassing the competition despite new player status in the Asia intermediaries sector due to brand-building strategies as the business’ face and primary spokesperson. • On-boarded high-profile intermediaries from Singapore, Hong Kong and Australia, building a book of business from zero. • Played key role in the vendor selection of a global intermediaries platform for bank-wide implementation across all locations as APAC business representative. Show less

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  VP Bank AG

  Aug 2019 - Dec 2021

  Head of Department, Financial Intermediaries APAC ▪ Managing Director ▪ Singapore Branch

  Envisioned, shaped and executed business strategy to drive profitability, expand regional advisory footprint and increase assets under management (AuM). Positioned brand as the best partner to financial intermediaries, helping reach their goals with rigorous, research-driven investment products and services as well as a state-of-the-art e-banking plus platform. Led development of client strategies, serving as authority on market and client requirements, expectations and needs as well as competitor dynamics and industry trends. Co-developed thought-provoking marketing and communications strategies.• Revitalised and repositioned the Intermediaries business, establishing strong trajectory of sustainable growth despite unprecedented market contraction due to COVID-19. • In just 2 years, grew AuM/Net New Money (NNM) by 20% and contributed up to 60% of total branch revenue. • Despite significant pandemic-related difficulties, outpaced revenue targets by 20% by introducing digital capabilities that enabled remote onboarding of IAM clients and attracted net new assets. • Generated new revenue streams by extending service offering to Private Label Funds (PLF) in jurisdictions relevant in Asia such as offshore segregated portfolio companies (SPCs) in the Cayman Islands and the British Virgin Islands, Singapore Variable Capital Companies (VCC) and the new Hong Kong Limited Partnership Funds (LPF).• Accelerated APAC-wide brand awareness and recognition as brand ambassador and spokesperson, evangelising its increased professionalism and unrivalled dedication to the Asian intermediaries segment. Given prestigious awards such as: o 2020 Best Private Bank, Intermediary Services | Asian Private Banker 10th Awards for Distinction. o 2020 Best External Asset Manager Service Provider | Fifth Annual Greater China Wealth Briefing Asia Awards for Excellence o 2020 Best Service | Citywire Asia EAM Desk Awards Show less

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  Credit Suisse

  Jan 2023 - Feb 2024

  Senior RM EAM - Director

  Senior RM for Singapore based financial intermediaries like EAM, IAM, M/SFO.

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  UBS

  Feb 2024 - now

  Senior RM FIM - Executive Director at UBS AG