Marco Kaderli

Marco Kaderli

Apprenticeship

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location of Marco KaderliZürich, Schweiz

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  • Timeline

  • About me

    Account-Manager ESOS bei Credit Suisse

  • Education

    • Berufsbildungszentrum Uster

      2001 - 2004
      Education Commercial

      Completed a 3 year commercial education with Bon Appetit Group (involved several departments such as Marketing, legal, IT support, administration)

    • KS Kaderschulen St. Gallen

      2012 - 2014
      Professional Bachelor Business Administration

      Professional Bachelor in Business Administration - Education in (Accounting, Law, Project Management, Statistics, Finance and Investment, Organisation an it's development, Marketing, Human Resources, English, Economics)

    • KS Kaderschulen St. Gallen

      2012 - 2013
      Specialist Leadership and Management

      Specialist in Leadership and Management with Diploma of Professional Education and Training

  • Experience

    • Bon Appetit Group

      Aug 2001 - Aug 2004
      Apprenticeship

      Apprenticeship with Bon Appetit Group and worked in several teams such as Marketing, IT Support, legal department.

    • Siemens

      Apr 2005 - Sept 2007
      Junior Asset Manager
    • UBS Wealth Management

      Oct 2007 - Apr 2014

      - Analysing clients' plans and developing comprehensive solutions in close cooperation with all relevant internal and external stakeholders- Conducting presentations, leading client meetings and conference calls - Creating and maintaining client relationships spanning all relevant levels and areas within the client's organisation (such as HR, Compensation, Treasury and Finance)- Project management; planning / processing and monitoring of company plan related events- Broad area of end-to-end responsibility for operational tasks- Day-to-day plan and data management activities on the administration platform (EquatePlus) for international clients Show less

      • Client Relationship Manager (Associated Director)

        Mar 2011 - Apr 2014
      • Product Specialist

        Aug 2010 - Feb 2011
      • Plan Manager (Authorized Officer)

        Jul 2008 - Jul 2010
      • Execution Manager (Non Officer)

        Oct 2007 - Jun 2008
    • Equatex Global

      May 2014 - Aug 2017

      - Identify, assess, document business requirements and/or change requests- Responsibilty to lead a project or part of a project- Recommend business opportunities and priorities- Organize and lead meetings with various stakeholders- Conduct researches to determine if potential solutions are feasible or not- Facilitate implementation of new functionality through training sessions, demos, and the development of appropriate documentation- Provide relevant test scenarios for the testing team. Show less - Lead a team of four team members- Organise and held workshops with existing and new clients- Analysing clients' plans,and developing comprehensive solutions in close cooperation with all relevant internal and external stakeholders- Conducting presentations, leading client meetings and conference calls - Creating and maintaining client relationships spanning all relevant levels and areas within the client's organisation (such as HR, Compensation, Treasury and Finance)- Project management; planning / processing and monitoring of company plan related events- Broad area of end-to-end responsibility for operational tasks- Day-to-day plan and data management activities on the administration platform (EquatePlus) for international clients- Analyze existings processes and optimize them Show less

      • Business Analyst

        Mar 2016 - Aug 2017
      • Team Head Client Relationship Management CH Team 1 (Manager)

        May 2014 - Feb 2016
    • Credit Suisse

      Sept 2017 - now
      Account-Manager ESOS

      - Implementing and supporting corporate clients in equity compensation administration- Building and maintaining proactive and positive relationships with more than 20 corporate clients- Acting as a single point of contact for over 6,900 plan participants- Deputizing for Head of Account Management, responsible for more than 100 corporate clients, 38,000 plan participants and 6 team memb - Designing, developing and delivering presentations both internally and externally- Organizing and holding client meetings with corporate clients- Delivering resolution to problems through creative solution finding and service excellence- Collaborating with internal stakeholders such as Private Banking, Corporate Banking, Legal and Compliance, Security Delivery, Share Registration, etc.- Finding potential client revenues and referring them to Private Banking- Supporting the development of new product feature requirements by working closely with IT Show less

  • Licenses & Certifications

    • Advanced Federal Diploma of Higher Education in Business Administration

      KS Kaderschulen St. Gallen
      Jan 2015
    • Leadership and Management Diploma

      KS Kaderschulen St. Gallen
      Jan 2014
    • IREB foundation level

      IREB GmbH
      Feb 2017