Elena Löffler
Zurich
Summary
Seasoned banking professional with almost 20 years of banking experience serving Credit Suisse and UBS. Proven track record of delivering results, strategic leadership, crisis management, and driving business excellence. Eager to advance in the field of business management and chief of staff functions.
Dynamic and performance-driven with high integrity, strong work ethic and great leadership skills.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Business Manager (Executive Director)
UBS
09.2023 - Current
- Coordinated integration and client review activities, ensuring seamless execution and delivery for risk alignment of a Russian book (30+ billion assets)
- Implemented measures to adapt operations to new processes and de-risking strategies.
- Demonstrated the ability to remain resilient and lead during crisis management in a difficult work environment.
BA Europe, Market Coverage Business Management (Director)
Credit Suisse
03.2023 - 08.2023
- Led business management efforts for Market Area encompassing Russia, Ukraine, and Central Asia: CHF 30+ billion in client assets and 100+ Full-Time Equivalent (FTE) employees.
- Strategic Oversight and Leadership: Led the business management team responsible for support of the Market Area with CHF 30+ billion in client assets and 100+ Full-Time Equivalent (FTE) employees.
- Strategy Execution and Reporting: Played a pivotal role in executing strategic initiatives and reporting, including financial and management reporting, preparation of Market Group Reviews/updates, and addressing location-specific topics such as regulatory development, RM performance, and forecasts.
- Executed comprehensive Chief of Staff responsibilities
Head of Business Management Team (Director)
Credit Suisse
07.2021 - 02.2023
- Strategic Oversight and Leadership: Led the business management team responsible for support of the
- Market Area with CHF 30+ billion in client assets and 100+ Full-Time Equivalent (FTE) employees.
- Strategy Execution and Reporting: Played a pivotal role in executing strategic initiatives and reporting, including financial and management reporting, preparation of Market Group Reviews/updates, and addressing location-specific topics such as regulatory development, RM performance, and forecasts.
- Team Management and Development: Managed a team of 2 direct reports, ensuring the delivery of high-quality service across all aspects of production support, including strategy, financials, risks, and complex transactions.
- Promotion to Director: Recognized for leadership and contributions, promoted to Director effective
- January 1, 2022.
Business Manager (Vice President, Director)
Credit Suisse
05.2014 - 06.2021
- Strategic Restructuring and Management Oversight: Directed the optimization of international office locations, reducing from 5 to 3 while converting the Moscow onshore platform into an advisory office.
- Managed forecasting of Net New Assets (NNA), management reporting, and pipeline within the Market Area.
- Strategic Deployment and Support: Supported the Market Area Head in deploying key MG-wide initiatives across locations, ensuring alignment with HQ standards and requirements.
- Strategic Execution and Reporting: Assisted in strategy execution and reporting, including financial and management reporting, Market Group Reviews/updates preparation, and addressing specific location topics such as regulatory development, RM performance, and forecasts.
- Business Support and Coordination: Drove business support and coordination across locations, serving as a center of competence on processes/initiatives.
- Risk Management and Due Diligence: Coordinated annual risk reviews within the Market Area and conducted Due Diligence checks for transactions and BO changes, particularly where documents were submitted in Russian.
- Stakeholder Liaison and Collaboration: Ensured effective liaison between Zurich-based and international teams, collaborating with the Market Office, Business Risk Management, and Location Management
- Supported the Internal Audit team during the MA front-to-back Audit (MRCC rating: GOOD).
- Interim Team Leadership: Acted as an interim Team Leader for the Account Management Team from January to August 2020, overseeing 4 direct reports in addition to regular responsibilities.
Private Banking Project Manager (AVP)
Credit Suisse
09.2010 - 05.2014
- Ensured sustainable and efficient production processes through cross-functional collaboration with shared Services, IT, and Legal and Compliance functions to optimize process flows and resolve special RM requests.
- Maintained comprehensive process documentation, legal templates, and instructions, ensuring regulatory compliance and operational continuity.
- Defined qualification requirements, processes, and documents in conjunction with LCD, monitored new client qualification, and prepared and delivered RM refresher trainings.
- Led onshore projects including E-banking implementation, Brokerage accounts setup, and onshore booking stream for currency control, ensuring seamless execution and compliance with regulatory requirements.
- Played a pivotal role in coaching and supporting new joiners, designing and delivering induction programs, and providing ongoing support to facilitate their integration into the team.
Education
Economics -
Russian State Social University
01.2004
Skills
- Business Strategy
- Business Management
- Banking
- Financial Risk
- Risk Management
- Credit
- Financial Services
- Business Planning
- Operations Management
- Business Development
- Staff Training
- Project Management
- Operational leadership
- Financial Oversight
- Budget Administration
- Strategic Planning
- Cross-Functional Collaboration
- Coaching and Mentoring
- Financial Management
Websites
Certification
- Member of Chief of Staff Association
Languages
Russian
First Language
English
Proficient (C2)
C2
German
Intermediate (B1)
B1
References
References available upon request.
Timeline
Business Manager (Executive Director)
UBS
09.2023 - Current
BA Europe, Market Coverage Business Management (Director)
Credit Suisse
03.2023 - 08.2023
Head of Business Management Team (Director)
Credit Suisse
07.2021 - 02.2023
Business Manager (Vice President, Director)
Credit Suisse
05.2014 - 06.2021
Private Banking Project Manager (AVP)
Credit Suisse
09.2010 - 05.2014
Economics -
Russian State Social University
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