Jonas Comte, Cfa

Jonas Comte, Cfa Email and Phone Number

Wealth Manager / Dominicé & Co @ Dominicé & Co - Asset Management
Jonas Comte, Cfa's Location
Geneva, Geneva, Switzerland, Switzerland
Jonas Comte, Cfa's Contact Details

Jonas Comte, Cfa work email

Jonas Comte, Cfa personal email

n/a
About Jonas Comte, Cfa

Jonas Comte, Cfa is a Wealth Manager / Dominicé & Co at Dominicé & Co - Asset Management. He possess expertise in teamwork, microsoft excel, microsoft office, powerpoint, conseil en investissements and 1 more skills. He is proficient in Russian, German and English.

Jonas Comte, Cfa's Current Company Details
Dominicé & Co - Asset Management

Dominicé & Co - Asset Management

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Wealth Manager / Dominicé & Co
Jonas Comte, Cfa Work Experience Details
  • Dominicé & Co - Asset Management
    Wealth Manager
    Dominicé & Co - Asset Management Jun 2022 - Present
    Genève, Suisse
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  • Valcourt Sa
    Fixed Income Sales / Trader
    Valcourt Sa Nov 2019 - Jun 2022
    Genève, Canton De Genève, Suisse
    -Acting as advisor and broker on fixed income securities-Researching fixed income securities, defining strategies to meet clients’ needs and making recommendations regarding investment.-Responsible to develop the investment proposal universe (public and private debt)-Offering primary and secondary market + club deal on the private debt area-Developing and extending the customer base
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  • Ubp - Union Bancaire Privée
    Junior Investment Specialist
    Ubp - Union Bancaire Privée Nov 2018 - Nov 2019
    Genève, Canton De Genève, Suisse
    - Provide the bank with equity recommendations open for investment in the technology sector - Assist the bank and the private bankers in particular, by providing single-stock opinions - Co-managing advisory portfolios for private clients particularly interested in the tech sector- Co-managing thematic equity certificates (Artificial Intelligence, New trends)
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  • Bcv - Banque Cantonale Vaudoise
    Assistant To The Head Of Private Banking Lausanne
    Bcv - Banque Cantonale Vaudoise Dec 2017 - Nov 2018
    Région De Lausanne, Suisse
    -dealing with HNW clients in their investment processes (equities, fixed income, currencies, funds and structured products)-taking care of management tasks, supervision of the regulatory aspect of the teams and responsibility of the monthly presentation
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  • Bcv - Banque Cantonale Vaudoise
    Asset Management And Wealth Management Graduate Training Program
    Bcv - Banque Cantonale Vaudoise Jan 2017 - Dec 2017
    Région De Lausanne, Suisse
    -Private Banking: assisting Relationship Managers (Investment process, client meetings, credit, KYC,…)-Asset Management: working on the Advisory Service team
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  • Kpmg Switzerland
    Audit Corporate Assistant
    Kpmg Switzerland Oct 2016 - Jan 2017
    Région De Genève, Suisse
    -Independent audit and processing of engagements-Participation in the audit of financial statements and consolidated financial statements of national and international engagements-Participation in the preparation of the report to the General Assembly, the BoD and the management-Audit of internal control systems (ICS)
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Jonas Comte, Cfa Skills

Teamwork Microsoft Excel Microsoft Office Powerpoint Conseil En Investissements Gestion De Portefeuille

Jonas Comte, Cfa Education Details

Frequently Asked Questions about Jonas Comte, Cfa

What company does Jonas Comte, Cfa work for?

Jonas Comte, Cfa works for Dominicé & Co - Asset Management

What is Jonas Comte, Cfa's role at the current company?

Jonas Comte, Cfa's current role is Wealth Manager / Dominicé & Co.

What is Jonas Comte, Cfa's email address?

Jonas Comte, Cfa's email address is jo****@****ubp.com

What schools did Jonas Comte, Cfa attend?

Jonas Comte, Cfa attended Universität St.gallen - Hochschule Für Wirtschafts-, Rechts- Und Sozialwissenschaften, Wu (Wirtschaftsuniversität Wien), Collège Du Sud.

What skills is Jonas Comte, Cfa known for?

Jonas Comte, Cfa has skills like Teamwork, Microsoft Excel, Microsoft Office, Powerpoint, Conseil En Investissements, Gestion De Portefeuille.

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