Family
Mathieu Becqueriaux
Managing Director | Global Wealth Management | Private Banking | COO | Simplification | Business Strategy | Change Management | People Leadership
Zurich,
Be yourself, everyone else is already taken
Oscar Wilde
Summary
- Managing Director in Wealth Management with 20 years of experience in the Financial Industry (leading diverse and multi-cultural teams for over 10 years).
- Solution-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
- Dependable and versatile individual successful at managing multiple areas (business, risks, strategy) with a positive attitude. Willingness to take on new challenges to meet team goals.
- Member of Management Committee (N-3 level) since 2018.
Overview
20
20
years of professional experience
5
5
years of post-secondary education
4
4
Languages
Work History
Global Head Simplification | Wealth Management
Credit Suisse
Zurich
04.2022 - Current
- Led globally Simplification & Front Initiatives to increase net client time for client advisors and facilitate accelerated and digital client acquisition
- Built new multidisciplinary team 15+ people to lead change and transformation across business areas
- Worked closely with organizational leadership and executive board of directors to guide operational strategy
- Implemented process improvement to shape organizational culture, optimize procedures for higher efficiency and help company evolve and grow
- Introduced new methods, practices, and systems to reduce turnaround time on key client processes
COO | Private Banking Latin America
Credit Suisse
Zurich
10.2018 - 04.2022
- Led operations & strategy for business units (100 client advisors)
- Established and grew teams for strategy, business management, risk management, mid-office (50+ employees)
- Refined organizational structure to consolidate, streamline, and delineate footprints (Switzerland, Mexico, Chile & Colombia) and platforms (Private Banking, External Asset Managers)
- Managed operational oversight and budgetary supervision for business unit accounting for $ 250 million revenues per year
Business Management Head | PB Latin America
Credit Suisse
Zurich
01.2016 - 09.2018
- Led Business Management and Strategy team (12 people)
- Translated business priorities into implementable actions for client regularization, client segmentation and growth of local footprints
- Built budgets, forecasts and reports with analyses and recommendations down to single client advisors
- Fostered collaboration with Asset Management, Trading desks and structured lending (+200% revenue growth over 2 years)
Business Risk Manager | Private Banking EMEA
Credit Suisse
Zurich
05.2015 - 12.2015
- Assessed complex clients cases for on-boarding, business growth or off-boarding (Politically Exposed Persons & complex structures) for Ultra High Net Worth Client with bankable assets above USD 250 millions
- Led one divisional stream for risk management on significant fraud case > $ 500 millions
- Coordinated ongoing efforts to strengthen risk culture across
Front Office Support Head | PB Emerging Europe
Credit Suisse
Zurich
04.2013 - 04.2015
- Created team (5 people) to support newly created unit covering dedicated desks for Emerging Europe (30 client advisors)
- Acted as deputy for Market Group Head (4 locations (Russia, London, Luxembourg and Singapore) for financials and commercial decisions
- Developed set of measures to increase growth & profitability such as co-coverage model for client advisors or new desk establishment in APAC
Market Manager | Private Banking France
Credit Suisse
Zurich
06.2010 - 03.2013
- Managed domicile strategy for France during asset regularization (market of $ 250 million revenues)
- Liaised between senior management and front-line team members to implement effective changes and revitalize market growth
- Established portfolio of strategic initiatives to develop French-client franchise for Private Banking across booking platforms (Switzerland, France, Singapore, Luxembourg) and capabilities (Investments Specialists, Asset Management, Investment Banking)
Business Project Leader | PB Strategy
Credit Suisse
Zurich
10.2007 - 06.2010
- Supported Strategy team with business analysis, project management, and roll-out to front-line (focus on French speaking part and trained over 100 client advisors and managers)
- Analyzed problematic areas such as structured derivatives sales, discretionary mandate offering (objective to achieve 100 million in revenues) or client profitability to provide recommendations and solutions to increase sales or profits
- Observed progress of each project, prepared presentations to explain revisions, enhancements and process improvements, and reported progress to senior management
Risk Management Analyst | Consumer Finance
General Electric Money Bank
Zurich
08.2005 - 09.2007
- Performed credit limit reviews and reviewed requests from financial service and sales teams
- Contributed to launch of credit card (from inception to delivery) by being in charge of forecasting delinquencies and provision for losses
- Led financial stream for sale of portfolio of delinquent loans ($ 100 million valuation)
Leadership Program | Finance
General Electric Capital Services
Germany / Ireland / USA / France
07.2003 - 07.2005
- Took part in Leadership Financial Management Program
- Managed 4 project assignments across countries and business lines: Germany / Reinsurance Controlling, Ireland / Commercial Aviation Services, USA / Corporate Business Development, France / Healthcare Pricing Analyst
Education
Master of Science - Business Administration
09.1997 - 06.2003
High School Diploma -
09.1996 - 06.1997
Skills
Leadership
Interests
Sports
Travel
New Technolodgies
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Global Head Simplification | Wealth Management - Credit Suisse
04.2022 - Current
COO | Private Banking Latin America - Credit Suisse
10.2018 - 04.2022
Business Management Head | PB Latin America - Credit Suisse
01.2016 - 09.2018
Business Risk Manager | Private Banking EMEA - Credit Suisse
05.2015 - 12.2015
Front Office Support Head | PB Emerging Europe - Credit Suisse
04.2013 - 04.2015
Market Manager | Private Banking France - Credit Suisse
06.2010 - 03.2013
Business Project Leader | PB Strategy - Credit Suisse
10.2007 - 06.2010
Risk Management Analyst | Consumer Finance - General Electric Money Bank
08.2005 - 09.2007
Leadership Program | Finance - General Electric Capital Services
07.2003 - 07.2005
ESCP Business School - Master of Science, Business Administration
09.1997 - 06.2003
Lycée Carnot - High School Diploma,
09.1996 - 06.1997
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