Rebecca Mills
London,UK
Summary
Senior executive assistant and marketing documentation specialist with over 20 years of experience in UK wealth management. Expertise in supporting C-suite executives and senior leadership in operational delivery, governance, and regulatory-compliant communications. Proven ability to manage complex stakeholder environments, produce board-level materials, and ensure compliance under tight deadlines. Strong track record in leading cross-functional initiatives, including platform migrations and regulatory reporting, with a focus on precision and operational efficiency.
Overview
20
20
years of professional experience
Work history
Credit Suisse Global Wealth Management
2005.09 - 2025.12
- Redundancy due to business buy out/restructure
Senior Executive Support (Director Level), Marketing & Content
Credit Suisse Global Wealth Management (Now UBS Group)
London
2018.09 - 2025.12
- Supported the Head of Investment Management and senior leadership across UK & Guernsey, combining executive support with responsibility for marketing documentation, governance, and strategic initiative delivery
- Executive & Strategic Support
- Acted as key liaison across investment, compliance, and distribution teams on behalf of senior leadership
- Coordinated executive communications, board-level presentations and strategic deliverables
- Managed competing priorities and time-critical outputs in a highly regulated environment
- Marketing Documentation & Delivery
- Led production of regulatory-compliant client materials, including pitchbooks, product documentation, and investment communication
Marketing & Operational Support to Investment Management COO, (AVP)
Credit Suisse Global Wealth Management
London
2008.09 - 2018.09
- Provided structured operational coordination and communication support to Investment management COO and senior leadership
- Coordinated annual Strategic Asset Allocation process, managing timelines, stakeholder inputs, and global alignment
- Production management board reports, analysing performance, AuM, NNA, and business metrics
- Delivered regulatory and client documentation, ensuring Financial Promotions compliance
- Coordinated internal sales training events and communications for product launches and regular product updates
- Led the ISAE 3402 Type II reporting with external auditors
- Coordinated and completed request for proposals (RFP's) and due diligence questionnaires (DDQ's)
- Managed the Business Continuity plan (BCP) for the Investment Management UK business
- Supported non-custody platform migration initiatives, including Charles River transition and operational restructuring, saving CHF500k
- Produced data visualisations for client communications, enhancing clarity and engagement
- Oversaw monthly composite performance data and reporting visuals (charts, graphs, infographics) for client communication and external consultants. Undertook regular post monitoring performance reviews to mitigate operational risk
Executive Support & Operations
Credit Suisse Global Wealth Management
London
2005.09 - 2008.09
- Executive Assistant to UK Chief Relations Officer (with CEO/Deputy CEO coverage)
- Investment Solutions Team Assistant
- Additional experience includes roles in financial account management, client operations, and executive support
- FINANCIAL ACCOUNT MANAGEMENT, IDR Domain Services Ltd - Managed financial invoicing and cash flow reporting improvements
- EA TO ITALIAN ARCHITECT, Claudio Silvestrin - Organised travel arrangements, diary management, office management and accounts, liaising with clients. Project managed office move
- OPERATIONAL ACCOUNT REPRESENTATIVE, Virgin One Account – first line enquiries for clients servicing their mortgage/savings/bank account, dealing with general bank account management
Education
Business Administration Degree - BA hons 2:2
Norwich City College
Investment Operations Certificate - Units 2/3 completed
CISI
Corporate Management Training -
Credit Suisse Internal Development
Skills
- Influential communication
- Stakeholder management
- Project management
- Prioritization expertise
- Document preparation
- Decision-making proficiency
- High-level confidentiality
- Time management
- CRM systems familiarity
- Expense systems knowledge
- Microsoft Office Suite proficiency
- Adobe Creative Suite skills
INTERESTS
Led a self-build house project, managing contractors, budgets, procurement, and timelines from concept to completion,
Charity committee member (fundraising and corporate events),
Regular blood donor,
Strong interest in health, wellbeing, and sport.
Timeline
Senior Executive Support (Director Level), Marketing & Content
Credit Suisse Global Wealth Management (Now UBS Group)
2018.09 - 2025.12
Marketing & Operational Support to Investment Management COO, (AVP)
Credit Suisse Global Wealth Management
2008.09 - 2018.09
Credit Suisse Global Wealth Management
2005.09 - 2025.12
Executive Support & Operations
Credit Suisse Global Wealth Management
2005.09 - 2008.09
Business Administration Degree - BA hons 2:2
Norwich City College
Investment Operations Certificate - Units 2/3 completed
CISI
Corporate Management Training -
Credit Suisse Internal Development