Lidia Caloian, Product Manager

Languages

English
Native or bilingual
Romanian
Native or bilingual
Italian
Native or bilingual
German
Conversational
French
Conversational
Spanish
Conversational

Workplace preferences

Can work on-site

Zurich (up to 50km)

UBS
Product Manager
October 2022 - Today (3 years and 8 months)
Zurich, Switzerland
● Drove the development of the Investor Profile (IP) content, methodology and
processes
● Acted as contact for IP related questions and support the different markets,
locations and functions globally
● Developed guidance documentation for Client Advisors and align them with
business stakeholders and control functions in different locations and business
areas
● Ensured correct implementation of business requirements in the respective
tools (Client Advisor Workbench, Digital Meeting, Client Documents,
education forms) in collaboration with the ADO (Agile delivery) organization
● Took ownership of expanding the Investor Profile dashboard content and
expand it to further booking centers
● Represented the Investor Profile in new initiatives

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Product Manager