Damien Robert Email and Phone Number
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As a seasoned leader and Head of Wealth Management overseeing a team of 10 professionals, I bring over a decade of comprehensive experience in the financial services sector coupled with four years of dedicated management expertise primarily focusing on strategy development and leadership that can be applied in all sectors and industries. My primary strengths lie in leadership, where I inspire and guide my team towards success, and in strategic planning, where I adeptly define and execute innovative strategies to drive growth and enhance client satisfaction.Furthermore, my proficiency in optimizing internal processes ensures operational efficiency and seamless workflow within the organization. I am passionate about nurturing talent and fostering a culture of continuous learning and development, evident in my commitment to coaching and mentorship.Driven by a relentless work ethic, I am known for my perseverance and ability to tackle challenges head-on. My ambition propels me to constantly strive for excellence, while my structured approach ensures meticulous attention to detail in all endeavors. Above all, I am deeply committed to delivering exceptional service and value to clients, placing their needs and objectives at the forefront of every decision and action.
Banque Raiffeisen Du Mont-Tendre
View- Website:
- raiffeisen.ch
- Employees:
- 4329
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Head Of Wealth ManagementBanque Raiffeisen Du Mont-TendreAllaman, Vd, Ch
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Head Of Wealth ManagementBanque Raiffeisen Du Mont-Tendre Jan 2022 - PresentApples, Vaud, Switzerland- Managing the retail and Wealth Management departments- Collaborating with the teams and board members to reach challenging objectives.- Coaching, training, and developing a total of 12 employees, including recruitment.- Developing and presenting training sessions for the bank globally- Defining new strategies and internal processes to increase visibility, market penetration and reduce costs.- Elaborating new business development strategies- Responsible for all distribution strategies and implementation- Responsible for a book of 250 clients of which 2 external asset managers- Offering tailor made services to each client.- Building and consolidating strong relationships with clients- Offering the highest quality service- Finding new and attractive ways to introduce solutions to all clients.- Solid market and product knowledge -
Relationship ManagerUbs Sep 2018 - May 2020Geneva Area, Switzerland- Managing a portfolio 540mio - Management deputy of 8 advisors- Tailor made investment proposals- Building strong relationships with current clients- Market penetration growth -
Client Advisor - Swiss Domiciled ClientsUbs Oct 2016 - Sep 2018Geneva Area, Switzerland- Managing a portfolio of 180 private clients with assets raging between 250'000 CHF and 3'000'000 CHF- Acting as a family office advising clients on investment solutions, retirement plan, succession plan, real estate, wealth planning- Prospecting and client book development - Market analysis and strategic investment proposals specific to each clientMeeting challenging yearly objectives in sales, revenue, client acquisition, investment solutions
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Client Advisor - Israel DeskUbs Wealth Management International Aug 2014 - Oct 2016Geneva Area, Switzerland- Managing a portfolio of 500 private and corporate clients with assets raging between 250'000 CHF and 3'000'000 CHF- Portfolio development with client acquisitions- Market analysis and strategic investment proposals specific to each client- Meeting challenging yearly objectives in sales, revenue, client acquisition, investment solutions
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Client Advisor AssistantUbs Wealth Management Mar 2014 - Aug 2014Geneva Area, Switzerland- Promoted to Authorized Officer February 2014- Client portfolio reviews- Investment proposals in collaboration with the Client Advisor- Account openings and closures- Constant client contact and dealing with all their requests- Internal communication and collaborationConstant communication with internal teams
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Graduate Training ProgramUbs Wealth Management Aug 2012 - Feb 2014Geneva Area, Switzerland- 5 months as Client Advisor Assistant in the African Desk, High Net Worth- 4 months as Client Advisor Assistant in the Near East Desk, Ultra High Net Worth- 6 months as Foreign Exchange Sales Support, Investment bank- 3 months as Client Advisor Assistant in the Greece Desk, Core Affluent
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Sales Management TraineeUbs Jan 2012 - Jul 2012Zurich- Product performance tracking- Investment meeting preparation and participation- Research based advisory package of the MAIA area- Participation in the Local Advisory Committee meeting- Sales news distribution- Constant communication with Client Advisors, Investment Advisors
Damien Robert Skills
Damien Robert Education Details
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Business Administration And Management, General -
Hotel Management
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UbsAdvisory And Products
Frequently Asked Questions about Damien Robert
What company does Damien Robert work for?
Damien Robert works for Banque Raiffeisen Du Mont-Tendre
What is Damien Robert's role at the current company?
Damien Robert's current role is Head Of Wealth Management.
What is Damien Robert's email address?
Damien Robert's email address is dr****@****tbi.com
What is Damien Robert's direct phone number?
Damien Robert's direct phone number is +161597*****
What schools did Damien Robert attend?
Damien Robert attended Ecole Hôtelière De Lausanne, Ecole Hôtelière De Lausanne, Ubs.
What skills is Damien Robert known for?
Damien Robert has skills like Wealth Management Diploma At Ubs Ag, Sales Management, Investment Banking, International Business, Financial Analysis, French, Food And Beverage, Microsoft Excel, German, Wealth Management, Teamwork, Microsoft Office.
Who are Damien Robert's colleagues?
Damien Robert's colleagues are Silvia Wagnière, Birgit Enderle, Erich Baumann, Sandro Steinmann, Pascal Cuttat, Werner Wessner, Attila Imre.
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Damien Robert
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Damien Robert ✅
Supporting Companies On The Paths To Sustainable Topline Growth | Consultant / Strategic Advisor / Operating Partner | Mix Of Consulting, Corporate And Tech BackgroundsParis3pricemoov.com, simon-kucher.com, newvaluepaths.com -
2tp-tec.fr, teleperformance.com1 +33 1 5XXXXXXXXXX
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