Isabelle Delécraz Regad

Isabelle Delécraz Regad Email and Phone Number

Client investment advisor. Sustainable Finance. Achieve Impact. Responsible consumption. @ Alternative Bank Schweiz
olten, solothurn, switzerland
Isabelle Delécraz Regad's Location
Geneva, Geneva, Switzerland, Switzerland
Isabelle Delécraz Regad's Contact Details

Isabelle Delécraz Regad work email

Isabelle Delécraz Regad personal email

n/a
About Isabelle Delécraz Regad

I am deeply motivated to raise awareness on how to invest ethically into sustainable companies while avoiding greenwashing. Terminology is a jungle and it can be challenging to navigate through major concepts and approaches.Most of my career was dedicated to private clientele relationships. To pursue my inner values and goals, I completed a CAS in Sustainable Finance from HEG Geneva in 2021.I help clients align their values and financial objectives with sustainable investments. - Sustainability profile assessment- Education on the different terminologies and methodologies used - Transparency and clarity on the intended effects of each sustainable investment approach.The CAS in Sustainable Finance Diploma adds a sharp knowledge in :Identifying investments that create a deeper environmental and social impact.Developing a critical eye, smart ideas and creative thinking in various contexts of sustainable finance.Member of Sustainable Finance Geneva since 2020.

Isabelle Delécraz Regad's Current Company Details
Alternative Bank Schweiz

Alternative Bank Schweiz

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Client investment advisor. Sustainable Finance. Achieve Impact. Responsible consumption.
olten, solothurn, switzerland
Website:
abs.ch
Employees:
71
Isabelle Delécraz Regad Work Experience Details
  • Alternative Bank Schweiz
    Client Investment Advisor
    Alternative Bank Schweiz Jan 2022 - Present
    Geneva, Switzerland
    Access Ethic Investments solutions through innovative management mandates & customized propositions.-> Tackle a significant impact into the real economy and finance the transition.
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  • Heg
    Cas In Sustainable Finance
    Heg Jan 2021 - Aug 2021
    Geneva, Switzerland
    Understand the drivers and characteristics of sustainable finance through case studies and built my own responsible investment strategy.
    View
  • Efg Bank
    Senior Client Service Officer - Fondée De Pouvoir
    Efg Bank Oct 2006 - Nov 2020
    Geneva, Switzerland
    Responsible for looking after over 120 international High Net Worth clients.- Contributed to bring over 10 millions Net New Assets through based on trustworthy relationships establishement.- Servicing clients : trades, customized investments proposals, transfers, on-boarding accounts, KYC, liaison with counterparts, customized reporting.- Liaise with all departments : Legal, Operations, Compliance, IT, Investments solutions to provide a high level of service and solutions.- Contributed to enhance front office data management system.
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  • Pictet & Cie
    Client Service Officer
    Pictet & Cie Feb 2005 - Sep 2006
    Geneva, Switzerland
    Servicing French influent clients. Assisted a Senior Relationship Manager.- Daily cash account management, placing trades, security transfers, account opening, back-office liaison.- clientele meetings and administrative follow-up.
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  • 3Macs, A Division Of Raymond James
    Assistant Portfolio Manager
    3Macs, A Division Of Raymond James May 2003 - Jan 2005
    Toronto, Canada
    Servicing Canadian private clients.- Account openings, placing trades, dealing with transfers, liaison with banks' back-office to ensure best execution.- Manage compliance requests.- Portfolio analysis and reporting to clients.
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  • Banque Lombard Odier & Cie Sa
    Front Office Coordinator And Client Service Officer
    Banque Lombard Odier & Cie Sa Oct 2000 - Oct 2002
    Toronto, Canada
    Responsible to coordinate contacts between Head office Geneva and offices in Canada : Toronto and Montreal.- Portfolio reporting and performance measurement verifications.- Bilingual presentation brochures production.
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  • Banque Lombard Odier & Cie Sa
    Performance Reporting Officer And Service To Institutional Clients
    Banque Lombard Odier & Cie Sa May 1999 - Oct 2000
    Geneva, Switzerland
    - Responsible for Performance measurement, analysis and risk ratios calculation.- Responsible to produce the entire Institutional Clients Reporting.- Coordination with consultants: compliance with AIMR Standards and verification.- Setting up Portfolio Composites.- Participated to the setting up of a new client reporting internal system.
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  • Jpmorgan Chase & Co.
    Marketing Associate For Institutional Clients
    Jpmorgan Chase & Co. May 1998 - Nov 1998
    Toronto, Canada
    - High quality marketing support for institutional Canadian clients.- Coordination with London and New York Head quarters for marketing materials.- Participated in organization of the Canadian Symposium for Institutional Canadian clients.
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  • Cibc
    Internship, Loan Underwriting And Distribution Dpt
    Cibc May 1997 - Apr 1998
    Toronto, Canada
    Assist in the production of Confidential Information Memorandums – drafting, gathering and sorting data for finance presentations
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  • Richemont
    Internship, Control De Gestion
    Richemont Jan 1997 - Apr 1997
    Geneva, Switzerland
    Finance Control assistant @ CartierMarketing assistant @ PiagetSales assistant for Watch Show @ Piaget
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Isabelle Delécraz Regad Skills

Customer Relationship Management Investment Advisory Sustainable Investing Financial Analysis Analytical Skills Client Development Presentation Skills Easily Adaptable High Achiever Simplifying The Complex High Degree Of Initiative Calm Under Pressure

Isabelle Delécraz Regad Education Details

  • University Of Geneva
    University Of Geneva
    Hec - Major In Finance
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  • Heg
    Heg
    5.5
    View
  • Canadian Securities Institute
    Canadian Securities Institute
    Canadian Securities Course (Csc) And Conduct And Practices Handbook (Cph)
  • Ecole De Commerce De Malagnou
    Ecole De Commerce De Malagnou
    Bachelor Of Commerce - Bcom

Frequently Asked Questions about Isabelle Delécraz Regad

What company does Isabelle Delécraz Regad work for?

Isabelle Delécraz Regad works for Alternative Bank Schweiz

What is Isabelle Delécraz Regad's role at the current company?

Isabelle Delécraz Regad's current role is Client investment advisor. Sustainable Finance. Achieve Impact. Responsible consumption..

What is Isabelle Delécraz Regad's email address?

Isabelle Delécraz Regad's email address is isabelle.regad@abs.ch

What schools did Isabelle Delécraz Regad attend?

Isabelle Delécraz Regad attended University Of Geneva, Heg, Canadian Securities Institute, Ecole De Commerce De Malagnou.

What skills is Isabelle Delécraz Regad known for?

Isabelle Delécraz Regad has skills like Customer Relationship Management, Investment Advisory, Sustainable Investing, Financial Analysis, Analytical Skills, Client Development, Presentation Skills, Easily Adaptable, High Achiever, Simplifying The Complex, High Degree Of Initiative, Calm Under Pressure.

Who are Isabelle Delécraz Regad's colleagues?

Isabelle Delécraz Regad's colleagues are Sulasa Baumberger, Daniela Mattmüller, Franca M., Sarah Neff Rothery, Bruno Clerici, Bertrand Donninger, Giuseppe Santacroce.

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