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Robin Putallaz is listed as Private Banker | UBP | Navigating Complex Wealth Management Challenges for High-Net-Worth Clients | Geneva based 🇨🇭| Greek Market 🇬🇷 at UBP - Union Bancaire Privée, a company with 1739 employees, based in Geneva, Geneva, Switzerland. AeroLeads shows a work email signal at lombardodier.com and a matched LinkedIn profile for Robin Putallaz.
Robin Putallaz previously worked as Relationship Manager at Ubp - Union Bancaire Privée and Private Banker at Lombard Odier Group. Robin Putallaz holds Master Of Science - Ms, Financial Mathematics, Master from Hec Lausanne - La Faculté Des Hautes Etudes Commerciales De L'Université De Lausanne.
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AeroLeads found 1 current-domain work email signal for Robin Putallaz. Compare company email patterns before reaching out.
Hello there. I’m a private banker based in Geneva. I was raised in the most beautiful part of Switzerland, Valais of course, and have forever kept a deep love and admiration for the mountains I had the chance to climb. Even more for those that are yet to be conquered. On a more relaxing note, I have been playing golf for quite some time and absolutely love the game for the strong ethics it carries: Integrity, Honor and Respect. I also nurtured a profound interest for finance and obtained a master degree in the field of science of finance at HEC Lausanne.I have always wanted to connect the dots and found the perfect position, as relationship manager, allowing me to serve the interest of our clients/prospects while promoting wealth management as a holistic approach.Do not hesitate to send a message to connect, go for a coffee, talk investments. Being a golf enthusiast, I would happily exchange over a round!
Listed skills include Microsoft Office, Microsoft Word, Powerpoint, Microsoft Excel, and 2 others.
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A career timeline built from the work history available for this profile.
Genève, Suisse
As a Private Banker at UBP in Geneva, I specialize in providing bespoke wealth management solutions, helping high-net-worth clients navigate complex financial landscapes. My focus is on protecting and growing wealth through tailored strategies that align with my clients’ unique goals and aspirations
Genève, Suisse
Following the completion of the "associate banker" program at Lombard Odier, I'm pursuing my activities as a private banker covering the French International markets (Switzerland, France, Luxembourg, Monaco, International Markets). This entails: - Developing strong relationships and bespoke investment solutions for our clients and prospects- Accompanying.
Geneva, Switzerland
I am taking part in the new Associate Banker program launched by Lombard Odier Group last year. Briefly, this program is designed to take us from an Associate role to a Junior Banker role. On this journey, I: - Follow Advisory (i.e. pitching investment ideas to our existing clients, maintaining a flow of information and book keeping) and Discretionary.
Geneva, Switzerland
- Prepare investment proposals for our bankers- Incorporate many constraints in the portfolios building process (Risk, Tax, Prospect/Client preferences, Investment Horizon)- Develop a new offer targeting UHNWI- Defend our investment views with bankers/experts- Constantly reading financial material to construct our proposals- Maintenance of our IT systems
Geneva, Switzerland
Intership marking the last semester of my Master degree during which I wrote a thesis in partnership with Lombard Odier Group.- Prepare investment proposals for our bankers- Incorporate many constraints in the portfolios building process (Risk, Tax, Prospect/Client preferences, Investment Horizon)- Defend our investment views with bankers/experts- Thesis.
Martigny
- Controlling on companies reporting; - Audit on specific rubrics (Profit & Losses, Balance Sheet and Cash-flow statement);- Consolidating end-year accounts for S&M companies; - Fill tax forms on clients' behalf (individuals);- WinBiz, Suite Office.
Bagnes, Valais, Switzerland
- Close relationship with clients, mostly entrepreneurs;- Daily book keeping for regional entrepreneurs;- Tax forms filling for individuals;- Organisation & management of professional meeting.
Other employees you can reach at ubp.com. View company contacts for 1739 employees →
Julie Romera
Colleague at Ubp - Union Bancaire Privée
Monaco, Monaco, Monaco
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PP
Panayotis Pournaras
Colleague at Ubp - Union Bancaire Privée
Geneva, Geneva, Switzerland, Switzerland
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NB
Nancy Berchan
Colleague at Ubp - Union Bancaire Privée
Lebanon, Lebanon
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LD
Luis Duarte
Colleague at Ubp - Union Bancaire Privée
Geneva, Geneva, Switzerland, Switzerland
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SG
Saltık Galatalı
Colleague at Ubp - Union Bancaire Privée
Geneva, Geneva, Switzerland, Switzerland
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AD
Amanda De Carvalho Nardi
Colleague at Ubp - Union Bancaire Privée
Switzerland, Switzerland
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MR
Michal Rubin
Colleague at Ubp - Union Bancaire Privée
Israel, Israel
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LB
Lotta Boström
Colleague at Ubp - Union Bancaire Privée
Luxembourg, Luxembourg
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EA
Esben Albrektsen
Colleague at Ubp - Union Bancaire Privée
Luxembourg, Luxembourg
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AP
Alain Petitpierre
Colleague at Ubp - Union Bancaire Privée
Geneva, Geneva, Switzerland, Switzerland
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Activities and Societies: Association START - Promotion de l’entreprenariat sur le campus HEC/EPFLAttended the following classes (most.
Activities and Societies: ex-Member of the START Association promoting entrepreneurship on the campusAttended the following classes (most.
Activities and Societies: - Member of the Mountain/Alpinism groupAttended a 5-year program preparing students for higher degrees studies
Quick answers generated from the profile data available on this page.
Robin Putallaz works for UBP - Union Bancaire Privée.
Robin Putallaz is listed as Private Banker | UBP | Navigating Complex Wealth Management Challenges for High-Net-Worth Clients | Geneva based 🇨🇭| Greek Market 🇬🇷 at UBP - Union Bancaire Privée.
AeroLeads has found 1 work email signal at @lombardodier.com for Robin Putallaz at UBP - Union Bancaire Privée.
Robin Putallaz is based in Geneva, Geneva, Switzerland while working with UBP - Union Bancaire Privée.
Robin Putallaz has worked for Ubp - Union Bancaire Privée, Lombard Odier Group, Fidag, and Rmv - Gestion Administrative Et Comptable.
Robin Putallaz's colleagues at UBP - Union Bancaire Privée include Julie Romera, Panayotis Pournaras, Nancy Berchan, Luis Duarte, and Saltık Galatalı.
You can use AeroLeads to view verified contact signals for Robin Putallaz at UBP - Union Bancaire Privée, including work email, phone, and LinkedIn data when available.
Robin Putallaz holds Master Of Science - Ms, Financial Mathematics, Master from Hec Lausanne - La Faculté Des Hautes Etudes Commerciales De L'Université De Lausanne.
Robin Putallaz is listed with skills including Microsoft Office, Microsoft Word, Powerpoint, Microsoft Excel, Finance, and Anglais.
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