Monty Stoller, born on November 23, 1976, in Switzerland, is a highly competent and motivated banking professional with over two decades of global experience in both front and middle/back office disciplines. Throughout his career, he has demonstrated profound knowledge in client relationship management, business management, and project and process management. His well-organized and proactive approach has been instrumental in leading teams across various cultures and languages, including significant tenures in Singapore and London.
Monty’s educational foundation is rooted in banking and finance. He completed his apprenticeship at UBS AG in Zurich from 1992 to 1995, followed by a Bachelor of Business Administration with a major in Banking & Finance from the University of Applied Sciences for Business Administration Zurich between 2000 and 2004. Demonstrating a commitment to continuous learning, he pursued a Certificate of Advanced Studies in Applied Economic History at the University of Zurich from 2020 to 2022.
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His professional journey began at UBS AG, Zurich, where he served as a Retail Banking Advisor from 1995 to 2000, advising clients on various financial needs, including investment advice and retirement planning. He then progressed to the role of Assistant to the Key Client Manager for the Middle East at UBS AG, Zurich, from 2000 to 2004, where he promoted and cross-sold banking products and services, generating tailored investment proposals for clients. In 2005, Monty joined Lloyds TSB Bank plc, Zurich, as a Relationship Manager for Non-Resident Indians, responsible for creating and managing portfolios for high-net-worth clients and acquiring new clients in the high-net-worth segment.
In 2006, Monty transitioned to HSBC Guyerzeller Bank AG, Zurich, as Head of Business Support, where he supported the Head of Wealth Management in strategic and administrative tasks, implemented front office projects, supervised processes, and managed financial controlling and regulatory requirements. He later became a Relationship Manager for the Germany Desk at HSBC Private Bank (Suisse) SA, Zurich, advising high-net-worth clients on individual asset allocation and managing portfolios. In 2010, Monty joined Deutsche Bank (Suisse) SA, Zurich, as Head of Processes & Projects, owning front office processes and policies, operating the front office knowledge center, and managing various projects. His role expanded to Senior Business Analyst Front Office / Project Manager at Deutsche Bank AG, Singapore, and Deutsche Bank (Suisse) SA, Zurich, where he managed the implementation of front office applications and oversaw client onboarding, KYC, and suitability applications.
From November 2015 to June 2020, Monty served as the Business Manager for Financial Intermediaries (FIM) & Multi-Family Offices (MFO) at Deutsche Bank (Suisse) SA, Zurich. In this capacity, he led business development initiatives, designed and implemented business plans and strategies, managed projects such as the FIM UK initiative and EAM control framework, handled financial controlling and resource management, and represented the business area in various forums and projects. He also led the business management team within FIM & MFO Europe and specialized in FIM onboarding.
Monty’s professional development includes several certifications, such as “Inspiring High Performance” from Deutsche Bank AG, Singapore, in 2013, focusing on self and employee motivation, communication, and coaching; “Career Strategy & Personal Brand” from Deutsche Bank (Suisse) SA, Zurich, in 2011, emphasizing identifying strengths and career goals, networking, and developing an individual brand; and a “Management Seminar” from HSBC Guyerzeller Bank AG, Zurich, in 2008, covering people management, communication, motivation, and coaching. He is also a Certified Retail Banking Advisor, having completed the certification at UBS AG, Zurich, between 1997 and 1998, which enhanced his presentation and negotiation skills, retirement planning, and banking product knowledge.
