Jocelyn van Berkel
Zürich
Summary
ESTABLISHED, ACCOMPLISHED, SEASONED SENIOR BUSINESS MANAGER ENABLING, ACCESSIBLE AND CONSCIENTIOUS LEADERSHIP A PASSION TO PERFORM Reliable Manager demonstrating high level of ownership and initiative. Possessing exceptional work ethic and desire to go above and beyond to exceed company expectations. Offering knack for building productive working relationships. Successful in fast-paced, deadline-driven environments to manage goals and team development. History of thriving in team-oriented environments.
Overview
23
23
years of professional experience
Work History
Senior Business Risk Manager (Frist Line of Defence)
CREDIT SUISSE LTD.
Zurich
11.2021 - Current
- Developed control framework, including testing its design and operating effectiveness
- Drafted guidance and guidelines for control performers; participated in various clean-up initiatives and projects as mandated by the auditors (external, internal)
Senior Business Manager & Business Risk Manager (First Line of Defence)
FALCON PRIVATE LTD. (formerly FALCON PRIVATE BANK LTD.)
Zurich
04.2016 - 06.2021
- Analysed opportunities within potential markets
- Met all company goals and objectives
- Reduced liabilities and risks by conducting due diligence approval and business risk assessments
- Administered budget, evaluated Front KPIs
- Wrote reports, formulated data and information documentation
- Assessed policies and procedures, and complied with regulatory requirements and guidelines, observed internal controls
- Contributed to staff appraisals and management
Senior Front Operation / Business Management Support
CREDIT SUISSE LTD.
Zurich
07.2013 - 12.2014
- Appointed as Business Manager to the Market Area EMEA
- Ensured growth opportunities, developed business objectives, implemented business strategies and plans, and sourced all relevant materials
- Compiled and monitored budget / Front KPIs
- Complied with all regulatory requirements and guidelines, conducted due diligence approval
- Assisted in personnel appraisals and supervision
Team Head and Senior Account Manager of Shared Relationships
CREDIT SUISSE LTD.
Zurich
04.2012 - 04.2013
- Coordinated private banking within EMEA
- Advocated for clients by documenting their needs to assure their complete satisfaction
- Liaise with various departments in maintaining customer expectations
- Resolved client complaints and escalations and implemented corrective and preventative action plans
- Supervised team of eight.
Business Manager & PB Controller
CLARIDEN LEU LTD.
Zurich
08.2011 - 03.2012
Business Manager & Deputy to the Head of Divisional Business Support
CLARIDEN LEU LTD.
Zurich
05.2010 - 08.2011
Team Head & Senior Account Manager of Shared Relationships
CLARIDEN LEU LTD.
Zurich
05.2008 - 04.2010
Business Management Support
CLARIDEN LEU LTD.
Zurich
09.2007 - 04.2008
Portfolio Management Administrator & Deputy to the Team Head
CLARIDEN LEU LTD.
Zurich
09.2000 - 08.2007
Education
Master of Business Administration MBA -
University of St. Gallen (HSG)
08.2015
Executive Diploma HSG in "Program for Leadership Development (PLD)" -
University of St. Gallen (HSG), in partnership with ESADE Business School
06.2014
Bachelor of Business Administration BBA -
HWZ Hochschule für Wirtschaft Zürich
09.2008
Matura with Major in Basic Economics (E) -
AKAD - Matura für Erwachsene
01.2000
Skills
- Proficient at CRM tools: Host, PMNet, FrontNet, Avaloq, Sharepoint
- Excellent MS Office application skills
- Performance Management
- Policy Implementation
- Business Administration
- Strategic Planning
- Operations Management
- Cross-Functional Teamwork
- Verbal and Written Communication
- Staff Training and Development
- Workforce Management
- Project Management
- Customer Relationship Management (CRM)
- Business Planning
Residence Permit
C
Year Of Birth
1971
Personal Information
- Nationality: Dutch & Filipina
- Marital Status: Single
Languages
- Tagalog Native speaker
- English Native speaker (second mother tongue)
- German Advanced in understanding, upper intermediate in speaking and writing (B3 - C1)
- French Intermediate in understanding and writing, fair at speaking (A2 - B1)
Timeline
Senior Business Risk Manager (Frist Line of Defence)
CREDIT SUISSE LTD.
11.2021 - Current
Senior Business Manager & Business Risk Manager (First Line of Defence)
FALCON PRIVATE LTD. (formerly FALCON PRIVATE BANK LTD.)
04.2016 - 06.2021
Senior Front Operation / Business Management Support
CREDIT SUISSE LTD.
07.2013 - 12.2014
Team Head and Senior Account Manager of Shared Relationships
CREDIT SUISSE LTD.
04.2012 - 04.2013
Business Manager & PB Controller
CLARIDEN LEU LTD.
08.2011 - 03.2012
Business Manager & Deputy to the Head of Divisional Business Support
CLARIDEN LEU LTD.
05.2010 - 08.2011
Team Head & Senior Account Manager of Shared Relationships
CLARIDEN LEU LTD.
05.2008 - 04.2010
Business Management Support
CLARIDEN LEU LTD.
09.2007 - 04.2008
Portfolio Management Administrator & Deputy to the Team Head
CLARIDEN LEU LTD.
09.2000 - 08.2007
Master of Business Administration MBA -
University of St. Gallen (HSG)
Executive Diploma HSG in "Program for Leadership Development (PLD)" -
University of St. Gallen (HSG), in partnership with ESADE Business School
Bachelor of Business Administration BBA -
HWZ Hochschule für Wirtschaft Zürich
Matura with Major in Basic Economics (E) -
AKAD - Matura für Erwachsene
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