top of page
Roland_Hegi_edited.jpg

ABOUT ME

My Passion

  • Enthusiastic banking/IT executive and experienced program and project manager in the wealth management and private banking industry with the ability to design and implement wealth management solutions in the niche between business and information technology

  • Substantial experience in managing companies and business unit with P&L responsibility

  • Target-oriented people manager, combining deep domain expertise with analytical skills

  • Effective communicator and motivator leading diverse teams to excel in a dynamic and agile environment, striving for innovative and entrepreneurial mindset

  • Broad experience working in international organizations

.... and competences

  • Expert with 35 years’ experience on C-level and senior management- level within the wealth management industry (business, information technology and service providing industry) within small-, mid- and large-sized private banks, service providers and as entrepreneur with own companies

  • Extensive program and project Management skills with excellent track-record

  • Successful line management of companies and business units, including P&L responsibility

  • Excellent skills in information technology (design, build, run) and agile based development of wealth management capabilities

  • Extensive skills in digitalization and transformation management duties

  • Expert in the definition of business models, operating models, and related capabilities

Professional Experience

Freelancer

March 2023 - today

  • Strategic business consulting in the financial services sector

  • Program management/project management (business, IT, regulatory)

Global Head of Platforms & Projects for the Division Investment Wealth Management Solutions, Managing Director, Member of the Management Committee, Bank Julius Baer & Co Ltd

January 2018 - February 2023

  • Managing the definition of the target state of the IT product/applicational landscape vision and respective capabilities for the bank’s global advisory, discretionary business & wealth planning activities, supporting CHF 450 Bill. of assets under management

  • Managing the Line organization with approx. 30 internal and external business-related project and subject matter experts (product managers, product owners, project managers, business analysts, PMOs and subject matter experts) and the coordination of > 100 IT experts in a matrix organization as part of the agile “Operational Value Stream – Holistic Advice” delivery organization. 

  • Build of global awarded applications for the advisory and discretionary mandate business and respective value chains for Bank Julius Baer globally

  • Leading the demand management and delivery of projects as part of the divisional “modular investment/advisory solutions” cluster, including the management of the agile operational value stream (OVS) “Holistic Advice”, including the IT run-the-bank operations covering eighty applications in a DevOps context

  • Responsible for the inhouse development and global rollout of the global awarded applications as “Digital Advisory Suite (DIAS)” application (2’500 users globally) and for the “Mandate Solution Designer (MSD)” application as part of the discretionary value chain. Build of the "backbone" of the mandate business (advisory & discretionary) for Julius Bär globally

  • Responsible for the definition of the agile delivery concepts and respective implementation as part of the pilot of the agile transformation of Julius Baer. Member of Steering Committee of the bank’s agile transformation initiative.

Chief Executive Officer and owner, Bankers Consultants Ltd and change-IT Consulting Ltd

April 2007 - December 2017

  • Management of digitalization and transformation programmes

  • Strategic business consulting in the financial services sector (in Switzerland and in foreign countries), with the main focus in operational issues/optimizations 

  • Consulting in sourcing strategies in the area of outsourcing of IT infrastructure, application management and business process outsourcing (BPO) and during the selection process of a service provider (RfP,selection process, contracting, service level agreements etc.)

  • Overall project management (business and IT) for complex migration and integration projects (core banking systems and satellite systems)

  • Execution of change management processes

  • Lead of migration projects (business and IT)

  • Interim management services

​

Chief Executive Officer, Accenture Services Ltd

October 2004 - March 2007

  • Responsible for the outsourcing delivery for the financial services area of Accenture in Switzerland (application service providing, application management and IT infrastructure)

  • Turnaround and strategic development of the company

  • Management, coaching and development of the leadership team and the employees of the company

  • Implementation of an effective customer service environment

  • Assisting the sales unit in acquiring new customers and in the management of existing customers on executive level

  • Implementation and management of a service oriented process infrastructure (processes, quality assurance and security, risk management, audit and controlling) 

  • Assisting sales teams of Accenture across Europe for cross-border outsourcing transactions

  • Leadership of miscellaneous strategic consulting projects on behalf of the consulting business unit of Accenture in Switzerland

​

Miscellaneous C-level positions as COO / CFO and Senior Management positions, in miscellaneous banks in Switzerland  

  • December 1994 - July 2004, COO and CFO, AKB Privatbank Zurich Ltd (former Bank Austria Switzerland) and member of the executive board

  • March 1987 - November 1994, CFO, Bankers Trust Switzerland, Zurich and Geneva, member of the senior management committee

  • January 1985 - February 1987, Head Finance, member of senior management, Chemical Bank Switzerland, Zurich and Geneva, 

  • May 1982 - December 1984, Treasurer, Swiss Bank Corporation, Zurich

bottom of page