Sandro Casciani
Dubai,UAE
Summary
Seasoned Business Development Leader with proven track record of 18 years in the Private Banking and Financial Industry.
As Head of Regional Business Development in Emerging Markets, I lead a dynamic team, overseeing sales management and key client solutions. My focus on driving strategic revenue and pricing initiatives empowers our front organization to surpass targets. From key client engagement to insights, events, onboarding, and deal facilitation, I also ensure seamless collaboration with strategic partners. My clients rely on my expertise to achieve success. As MBA and Certified Chief of Staff, I bring strategic vision and effective leadership to the table.
Key Expertise: With a strong foundation in Economics and Finance (BsC), complemented by an MBA and a Vocational Diploma in Banking and Finance, I possess a unique blend of skills in: - Wealth Management - Private Banking (Front Units) - Business Management - Business Development - Sales Management - Strategic Planning - Leadership and Team Management - Client Engagement and Relationship Building.
Career Highlights: Throughout my 18-year journey, I've demonstrated consistent performance excellence, leading to multiple promotions, including my current role as Executive Director. This progression is a testament to my ability to drive growth,
adapt to changing market conditions, and excel in fast-paced environments.
Personal Interests: Outside of work, I'm passionate about exploring new horizons through driving, hiking, kitesurfing, cycling, and embarking on exciting road trips. These pursuits fuel my creativity, resilience, and enthusiasm of life.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Team Lead Business Development - Region Emerging Markets (Executive Director)
Julius Baer
Dubai, UAE
05.2024 - 04.2025
- Led a cross-functional team across Sales Management and Key Clients Solutions, driving revenue growth and UHNWI client engagement & retention in Region Emerging Markets; centralized regional sales efforts post-2024 reorganization, generating over USD 15m in additional recurring revenues.
- Initiated and executed key cross-bank initiatives, including Share of Wallet program, and partnered with Dubai Department of Economy and Tourism to facilitate ~80 client success stories through golden visa support, business setups, and relocations.
- Acted as a strategic advisor to Region Head Emerging Markets in Dubai, supporting with net new money planning, management committee deliverables, and data-driven insights on KPIs and regional performance.
Lead Regional Business Coordination & Initiatives - Region Emerging Markets (Executive Director)
Julius Baer
Dubai, UAE
01.2024 - 05.2024
- Appointed to support setup and strategic foundation of newly established Region Emerging Markets during 2024 bank reorganization.
- Partnered closely with Region Head, Business Management and Development to define regional strategy, key priorities, and deliverables, laying groundwork for long-term success.
- Played a pivotal role in aligning cross-functional stakeholders and establishing initial governance, coordination, and performance framework for region.
Team Lead Business Management - Global India & Developed Markets (Executive Director)
Julius Baer
Dubai, UAE
01.2022 - 12.2023
- Led a global team of 6 across three locations, overseeing sub-regional business management and front risk governance, ensuring adherence to first line of defence policies across Global India and Developed Markets segment.
- Drove strategic alignment with head office on global Market Purity Framework, shaping treatment of non-resident Indian (NRI) client segment and contributing to a harmonized domicile approach across NRI and Africa markets.
- Mentored and developed junior talent, including supervision of a graduate trainee, fostering next generation of business management professionals.
Business Manager - Private Banking (Director)
Julius Baer
Singapore
09.2018 - 12.2021
- Supported dynamic team of 70+ Relationship Managers across multiple markets, driving business growth through strategic alignment, planning, and execution.
- Enhanced profitability by streamlining financial processes, improving budget accuracy, and implementing efficiency and revenue-boosting initiatives.
- Led go-to-market strategies for successful product launches; chaired executive meetings and coordinated cross-functional collaboration to drive business improvements and informed decision-making.
Business Project Manager, Business Change (Associate Director)
Julius Baer
Singapore
07.2016 - 09.2018
- Spearheaded front office representation during T24 Core Banking System implementation, leading client communication, change management, and floor runner execution.
- Drove workflow efficiency improvements of 400% by optimizing task structures and process flows; supported project managers in managing milestones and delivery timelines.
- Recruited and built 4-person Change Management team; coordinated internal and third-party stakeholders to ensure seamless project execution across functions.
Business Support Manager, CEO Office Asia (Associate Manager)
Julius Baer
Singapore
11.2015 - 07.2016
- Provided strategic and analytical support to Head of Business Management Asia, contributing to regional initiatives, project portfolio oversight, and participation in key global and regional committees.
- Developed financial analyses, data models, and executive presentations to support goal tracking, decision-making, and forward-looking planning across Asian region.
- Acted as liaison between regional leadership and head office, ensuring alignment on business management priorities and driving progress across cross-functional initiatives.
Junior Account Manager, Booking Centre (Associate Manager)
Julius Baer
Zürich, London, Montevideo , Luxembourg, Frankfurt
02.2013 - 11.2015
- Managed global portfolio of international clients, serving as primary point of contact for both customers and relationship managers across multiple booking centres.
- Played key role in strategic transition of core location, achieving 85% client retention through proactive engagement and continuity planning.
- Built profitable sales pipeline using targeted penetration strategies and strengthened long-term client relationships through tailored service and solution delivery.
Deputy Team Head - Booking Centre Services Account Opening Task Force (Associate Manager)
Julius Baer
Zürich
08.2013 - 03.2014
- Led Account Opening Task Force during integration of major acquisition, managing portfolio onboarding and asset transfers across entities.
- Delivered critical system and process training to new and existing staff, including on-site classroom and on-the-job sessions in London and Montevideo during Merrill Lynch onboarding.
- Designed and implemented new procedures to enhance workflow efficiency and ensure smooth front-to-back coordination in high-change environment.
Junior Relationship Manager / Assistant - Key Clients Germany
Julius Baer
Zürich
04.2011 - 02.2013
- Supported senior relationship managers in servicing key clients, managing daily banking needs and ensuring timely execution of investment orders across structured products, options, bonds, and equities.
- Contributed to client satisfaction and retention by proactively resolving issues, planning portfolio solutions, and identifying cross-selling opportunities based on financial analysis and evolving client needs.
- Maintained regular client communication to strengthen relationships and ensure alignment with investment strategies and product offerings.
Assistant, Private Banking
Julius Baer
St. Moritz
06.2009 - 04.2011
- Provided operational and client support to Relationship Managers, enabling business growth through increased share of wallet and acquisition of new assets.
- Serviced Private Banking clients with trade execution, bespoke requests, and support in active portfolio management, ensuring seamless and high-touch client experience.
Apprenticeship & Vocational Diploma
Julius Baer
Zürich
08.2006 - 06.2009
- Completed six diverse rotations across key banking functions: Client Payments, Telecom & Installation, Legal & Tax Engineering, Tax Statements Germany, Funds and NTF Trading Desk, and Private Banking Italy.
- Gained broad-based foundational knowledge of banking operations, legal frameworks, trading, and client servicing, setting stage for successful career in private banking and business management.
Education
Team Leader Program - Management Education
IMD
Lausanne, Switzerland 2022 - 2023
Certified Chief of Staff - Management Education
Chief of Staff Association
Online 09.2023 - 12.2024
Master of Business Administration - MBA - Business Administration
Singapore Management University
Singapore 2017 - 2018
BsC - Business Administration with Specialization in Banking and Finance
ZHAW School of Management and Law
Winterthur, Switzerland 2011 - 2015
Kaufmann with Berufsmatura -
KV Business School Zurich
Zurich, Switzerland 2006 - 2009
Skills
- Business Development & Management
- Financial Risk Management
- Key Client Solution Management
- Organizational Leadership
- Planning, Budgeting & Forecasting
- Project Management
- Sales Management & Leadership
- Wealth Management
Certification
- Certified Chief of Staff, Chief of Staff Association, 09/01/23, 12/01/24
- The Chief of Staff Association - MicroCredentials, 12/01/24
Languages
English
Fluent
German
Native
Italian
Native
References
References available upon request.
Timeline
Team Lead Business Development - Region Emerging Markets (Executive Director)
Julius Baer
05.2024 - 04.2025
Lead Regional Business Coordination & Initiatives - Region Emerging Markets (Executive Director)
Julius Baer
01.2024 - 05.2024
Team Lead Business Management - Global India & Developed Markets (Executive Director)
Julius Baer
01.2022 - 12.2023
Business Manager - Private Banking (Director)
Julius Baer
09.2018 - 12.2021
Business Project Manager, Business Change (Associate Director)
Julius Baer
07.2016 - 09.2018
Business Support Manager, CEO Office Asia (Associate Manager)
Julius Baer
11.2015 - 07.2016
Deputy Team Head - Booking Centre Services Account Opening Task Force (Associate Manager)
Julius Baer
08.2013 - 03.2014
Junior Account Manager, Booking Centre (Associate Manager)
Julius Baer
02.2013 - 11.2015
Junior Relationship Manager / Assistant - Key Clients Germany
Julius Baer
04.2011 - 02.2013
Assistant, Private Banking
Julius Baer
06.2009 - 04.2011
Apprenticeship & Vocational Diploma
Julius Baer
08.2006 - 06.2009
Team Leader Program - Management Education
IMD
2022 - 2023
Certified Chief of Staff - Management Education
Chief of Staff Association
09.2023 - 12.2024
Master of Business Administration - MBA - Business Administration
Singapore Management University
2017 - 2018
BsC - Business Administration with Specialization in Banking and Finance
ZHAW School of Management and Law
2011 - 2015
Kaufmann with Berufsmatura -
KV Business School Zurich
2006 - 2009
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