Gilles Oberli

Gilles Oberli Email and Phone Number

Senior Relationship Manager @ JAR Capital
Switzerland
Gilles Oberli's Location
Switzerland, Switzerland
About Gilles Oberli

Gilles Oberli is a Senior Relationship Manager at JAR Capital. They is proficient in Allemand and Anglais.

Gilles Oberli's Current Company Details
JAR Capital

Jar Capital

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Senior Relationship Manager
Switzerland
Gilles Oberli Work Experience Details
  • Jar Capital
    Senior Relationship Manager
    Jar Capital
    Switzerland
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  • Jar Capital
    Senior Relationship Manager
    Jar Capital Jul 2024 - Present
    Genève, Suisse
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  • Lombard Odier Group
    Private Banker
    Lombard Odier Group Apr 2023 - Sep 2024
    Genève, Suisse
    View
  • Credit Suisse
    Iwm Senior Relationship Manager - Vp
    Credit Suisse Mar 2021 - Apr 2023
    Singapour
    View
  • Credit Suisse
    Relationship Manager Hnwi - Vp
    Credit Suisse Jun 2015 - Mar 2021
    Région De Genève, Suisse
    - Relationship Manager part of a team managing a large book with an acquisition and a development focus toward clients resident in Switzerland.- Tasks have included prospects acquisition, client relationship development, establishment of investments proposals, mortgage financing, portfolio reporting, trades execution on equities, bonds, funds, structured products and FX.- Coach for the trainees
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  • Cyp
    Expert Examens Bancaires
    Cyp Jan 2018 - Mar 2021
    Lausanne, Vaud, Suisse
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  • Ville De Genève
    Expert Examens Bancaires
    Ville De Genève Jan 2018 - Mar 2021
    Genève, Genève, Suisse
    View
  • Credit Suisse
    Relationship Manager Affluent Onshore - Assistant Vice President
    Credit Suisse Jul 2010 - Aug 2014
    View
  • Credit Suisse
    Cc Outbound Sales Private Clients
    Credit Suisse Jan 2008 - Jun 2010
    - Potential detection and proactive promotion of solutions tailored to the needs of the clients
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  • Credit Suisse
    Advisor Cc Private Clients
    Credit Suisse Aug 2005 - Dec 2007
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  • Credit Suisse
    Apprenticeship
    Credit Suisse Aug 2002 - Aug 2005
    - Worked for several departments within the bank while following Commercial School courses 2 days per weekDepartments visited :- Private & Wealth Management Clients Switzerland (30 months) - Private Credits (6 months)
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Gilles Oberli Education Details

  • The Institute Of Banking & Finance Singapore
    The Institute Of Banking & Finance Singapore
    Wealth Management Industry And Product Knowledge
  • The Institute Of Banking & Finance Of Singapore
    The Institute Of Banking & Finance Of Singapore
    Client Advisor Competency Standards
  • Akad Ecole Supérieure Spécialisée En Banque Et Finance Sa
    Akad Ecole Supérieure Spécialisée En Banque Et Finance Sa
    Banque Et Finance

Frequently Asked Questions about Gilles Oberli

What company does Gilles Oberli work for?

Gilles Oberli works for Jar Capital

What is Gilles Oberli's role at the current company?

Gilles Oberli's current role is Senior Relationship Manager.

What schools did Gilles Oberli attend?

Gilles Oberli attended The Institute Of Banking & Finance Singapore, The Institute Of Banking & Finance Of Singapore, Akad Ecole Supérieure Spécialisée En Banque Et Finance Sa.

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