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Jan PanteJP

Jan Pante

Banking | Strategy | AI | Digital Assets

$2,800/day
Zürich, CH
8-15 years

Average response time: 1 hour

About Jan

Senior banking executive with 12+ years of experience in strategy, business development, and transformation.

Passionate about building innovative, efficient and people-centered organizations, and finding balance through time with my family, sports, and reading.
  • German

    Native or bilingual

  • English

    Fluent

Can work on-site
Zürich (up to 50km)

Experience

  • UBS
    Head Lending Initiatives
    BANKING AND INSURANCE
    May 2025 - Today (1 year and 1 month)
    Zürich, Switzerland
    Led large-scale transformation project to modernize lending processes for Residential and Cash-Flow Based Lending, including:
    • Development and implementation of product-agnostic AI use cases along the lending process chain to drive automation, increase efficiency and enhance client experience
    • Prioritization and coordination of tactical remediation measures to strengthen existing processes and mitigate short-term pain points
    • Coordination of legacy platform replacement for more complex lending business to establish a future-proof and efficient application landscape
  • UBS
    Chief of Staff – Products, Channels & Marketing UBS Switzerland (Executive Director)
    BANKING AND INSURANCE
    May 2024 - May 2025 (1 year)
    Zurich, Switzerland
    Leadership of team of ca. 10 colleagues, driving key priorities for the Business Unit:
    • Strategic Agenda: Developing and driving strategy development and implementation for the Business Unit by independently running strategic projects and supporting key initiatives
    • People: Establishing and executing people agenda for >1000 employees including onboarding, professional development and talent management, work force planning as well as events
    • Communications: Managing internal and external communications to drive employee engagement and establish PCM as an attractive and innovative place to work
    • Finance, Business Management & Governance: Ensuring seamless & efficient finance and business management processes and a strong governance to ensure compliance with rules & regulations
  • Credit Suisse / UBS
    Strategy & Business Development – Swiss Bank (Executive Director)
    BANKING AND INSURANCE
    October 2014 - May 2024 (9 years and 7 months)
    Zurich, Switzerland
    Leadership of teams of generally 5-10 colleagues on high-impact initiatives (selected examples):
    • Acted as program lead for Business Stabilization during the integration of the Swiss CS business into UBS, incl. sales/ win-back campaigns, staff and client retention, change management
    • Set up Swiss Entrepreneurs Fund, a CHF 500mn PE fund to support Swiss growth companies, including investment management build, investor marketing & project coordination
    • Developed sales plan for alternative investment products in collaboration with sales and product specialists including pricing and portfolio review, processes and client communication
    • Conducted review of basic banking product shelf and identified opportunities for streamlining and simplification with an annual savings potential of single-digit million CHF
    • Implemented Federal COVID-19 bridge loan scheme incl. definition of process and training of client-facing employees, paid out ca. 15k loans with vol. of CHF 3bn over the course of 2 months
    • Defined and implemented measures to strengthen funding, including planning & execution of deposit campaigns and development of concept to issue structured notes

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Education

  • Master of Science
    HEC Paris
    2014
    Master of Science
  • Bachelor of Science
    University of Mannheim
    2011
    Bachelor of Science

Skill set

Categories