Ilda Thaqi

Driven by the intersection of business strategy and human behavior, I bring proven resilience from managing complex client transitions during the Credit Suisse and UBS merger. Currently expanding my strategic toolkit through a Master program at HWZ, I build on my Behavioral Design background to connect business objectives with user needs. My goal is to leverage analytical insights to shape digital strategies that are efficient, intuitive and human centric.

Support & Process Digitalization, Client Account Manager - UBS AG

(2023-08)

• Provided comprehensive operational support for client advisors to ensure smooth daily business
• Coordinated the migration of client portfolios while ensuring data integrity during the merger
• Ensured compliance with Anti-Money Laundering regulations and executed KYC checks

Assistant Relationship Manager UHNWI - Credit Suisse AG

(2022-06 - 2023-07)

• Delivered full operational support to two senior advisors for portfolios starting at 30 million in assets
• Developed tailored client reports and strategic presentations to support investment decisions
• Executed and monitored fiduciary deposits and diverse investment orders for UHNW clients

Junior Relationship Manager - Credit Suisse AG

(2021-04 - 2022-05)

• Evaluated mortgage inquiries and financing needs to provide tailored client solutions
• Analyzed client data to identify strategic opportunities and improve service delivery
• Managed affluent portfolios from 250k assets and led investment consultations

Apprenticeship Banking Clerk EFZ - Credit Suisse AG

(2018-08 - 2021-08)

• Rotation in Cash Service, Call Center, Merchant Services American Express and Private Banking

Master of Science in Business Administration - Digital Strategy - HWZ Hochschule für Wirtschaft Zürich, Zurich (2026-09)

Bachelor of Science in Business Administration - Behavioral Design - ZHAW School of Management and Law, Winterthur (2023 - 2026)

Swiss Federal Vocational Baccalaureate - Economics - AKAD College, Zurich (2021 - 2023)

Federal Diploma of Vocational Education and Training (EFZ Bank) - commercial apprenticeship within the financial sector - KV Zürich Business School & Credit Suisse AG, Zurich (2018 - 2021)