Patrick Gheller Email & Phone Number

Pully, Vaud, Suisse

Montreux, Vaud, Suisse

Lausanne Area, Switzerland

Morges

Advising private individuals to their:- Access to property; - Wealth planning & management; - Life & non-life Insurances; - Taxes; - Saving & pension plans.

Lausanne Area, Switzerland

- Events & Projects Management: Allianz Openair Cinema 2017- Creation, Organisation & Coordination of Corporate Events (team building/bootcamp/sport/health/etc.): Loterie Romande- Promotions (Products & Brands): Loterie Romande, Le Matin, 20 Minutes, CFF/SBB

Geneva

- Successfully drove the forex initiative: global marketing campaign to promote forex internally (bankers, portfolio managers)- Took over successfully some big clients, developed them further and generated significant revenues

Zurich

Marketing and Sales of forex and interest rates; Management of the team for Switzerland (sales force); Business Development (externally):- Successfully reorganised the team and clients coverage and put in place a new marketing strategy- As a result the performance rose strongly and BNP Paribas franchise strengthens significantly- After 15months: profit x 3.8, sales x 2.5, increase of market share by 20%, on-boarded 15% of new clients- Successful entrepreneurial spirit to build up the franchise, strong motivator and leader - Our reputation for outstanding service delivery was well known and appreciated in the market- Successfully organised, coordinated and drove the marketing and strategy plan (including clients events) with strong results

Geneva

Sales and Advisory of several products (forex, interest rates, commodities, climate derivatives, indices, etc.); Business Development (externally):- Successfully prospected and acquired new clients with my recognised very strong interpersonal and communication skills (on-boarded 20% of new clients)- Deepened relationships and market shares of existing clients which then followed me - I took the responsibility of a new range of products imposed by the management to the team and was appointed ‘interest rates product champion’.- Successfully organised several events to market the team, with very good feedbacks and positive returns for the bank

Lausanne

Sales and Trading in commodities, precious metals and forex; Deputy treasury and cash management of the Renault-Nissan Alliance:- Traded successfully forex both proprietary and flows, volume of € 80bn/year in 20 major currencies and consistently generated revenues- Provided innovative hedging solutions to the group

Lausanne

Elaborated the business plan and market analysis to launch a business of wholesale in Switzerland. The target market was in the HORECA sector and the products were to be sold directly to the final clients.

London

(which consisted in 3-4 years of internal program involving extensive business training with 3-4 rotations around various activities and sectors, mainly in the field of process re-engineering and project management):- Project management: responsible of building the models, modelling all complex and non-standard structured deals / products in order to report the correct risks. Big challenge of always building new processes and re-engineering the existing one.- Ran the modelling, priced various structured trades and prepared valuation adjustments

Lausanne

Management of the Team; Successfully organised and ran several events, as well as promotions and sales facing direct clients. Team leader in several ‘direct marketing’ projects and events promoting brands. Jobs mandated by several multinationals (e.g. Sony, Nestlé, Migros, RJ Reynolds Tobacco, Smart cars, Grand Raid Cristalp)

Master Of Science (Msc), Management

Finance & Marketing

Intermédiaire D’Assurance, Finma/Cicero, Assurances Et Prévoyance

Certified Wealth Management Advisor, Private Banking

International Management

Activities and Societies: AIESECExchange program – (1 semester in 2000)

Bachelor’S Degree, Management

Finance & Marketing

High School, Economics

Maturité Fédérale Economique