Lili Hatami

Project lead for multiple wealth management initiatives within advisory mandates to digitize and improve the current offering.

• Responsible for creating the strategic concepts and digital journey of how personalized trades can be executed by advisory clients
• Obtained the necessary legal and compliance approvals
• Led the roll-out across Switzerland and non-MiFID countries, including market sounding, communication to senior management and preparation of marketing materials
• Cross divisional collaboration with markets, COO, UX design and IT across Europe and Asia whilst using agile methodology

Project lead for multiple initiatives across personal banking, group functions and wealth management.

• Designed the new client journey for mortgages in close collaboration with credit officers and back office, reducing the lead time from 10 to 2 days.
• Led a team responsible for the successful closure of regulatory gaps highlighted by the Federal Reserve Bank of New York regarding the appropriate risk management process of third parties
• Led a project stream analyzing process improvement potential within the Wealth Management Front Office. The overall program led to the establishment of the WM Middle Office, employing 200 employees to reduce the administrative burden of client advisors.

Experienced consultant within the financial services industry.

• Supported a Tier 1 bank in transitioning to a new global Asset Management portal to replace end of life systems.
• Worked with an international team split across Europe, the U.S. and Asia for writing the desired business requirements while operating within the agile scrum methodology.

Management consultant across several industries including, healthcare, telecommunications and financial services.

• Responsible for streamlining the screening of CVs and creating transparent location tracking of health professionals at the World Health Organization during a critical health epidemic in western Africa.
• Co-led the implementation of a lean management system at Lloyds Banking Group under the Group COO, resulting in a 24% annual cost reduction within six months across the shared services center.
• Led weekly client trainings and demos to senior managers to coach them on lean principles, with the focus of both performance improvement and higher employee satisfaction.