Stephan Germann Email & Phone Number

Nyon, Vaud, Suisse

Région De Genève, Suisse

Région De Genève, Suisse

• In charge of all Investment Solutions.

Geneva Area, Switzerland

• Lead a 7 people team on the Advisory PB side Implemented the following tools and services:- In charge of the global Investment Advisory Committee defining investment universes (Equities, Bonds, Structured Products, ETF & Funds) and implementation timing for the PB.- Active promotion of Investment Advisory Team within the bank, several presentations explaining investment strategy and set up.- Launch of the Intranet and Internet Advisory Pages.- Launch of the third party Funds Platform (open architecture).- Launch of the third party Structured Products Platform (open architecture).- Set up the health check process for Banque Syz Advisory clients.- Set up & Implementation of the Advisory Processes for the Banque.- Supervision of the production of weekly investment publication (definition of its content) summarizing best investment ideas.

Région De Genève, Suisse

Founding member of the Advisory team in Geneva• Investment advice on all asset classes to non-discretionary high net worth private clients (20 with direct contact, 30 with indirect contact).• Client portfolio built from scratch.• Establish risk tolerance and best asset allocation strategy in cooperation with clients.• Communicate Julius Baer investment strategy and propose modifications to portfolios according to market situation and client strategy to clients and relationship managers. • Promote JB and Investment Advisory know-how within the bank.• Active participation in providing service to self-directed clients through ad-hoc proposal, holding-based activities and investment ideas.• Concrete contribution to new clients’ prospection, clients’ retention and return on asset improvement.• Integration of new joiners by helping them build a client portfolio by transferring some of my own clients.• Set up the quality check process for Julius Baer Investment Advisory clients.• Launch of several investment initiatives.

• Investment advice on all asset classes to non-discretionary high net worth private clients (30 with direct contact, CHF 750 Mio under non-discretionary management).• Establish risk tolerance and best asset allocation strategy in cooperation with clients.• Communicate UBS investment strategy and propose modifications to portfolios according to market situation and client strategy.• Promote UBS and Active Advisory know-how within the bank (CHF 300 Mio in NNM).• Active contribution at increasing existing clients’ ROA.• Management of the book based about ten key performance indicators (ROA, net new money, penetration rate of structured products and funds, quality of back-up, losses for the bank, client satisfaction, etc).

Région De Lausanne , Suisse

• Right hand to a senior relationship manager trying to substantially increase his client’s portfolio.• Daily management of the most active non-discretionary clients.• Active support to the relationship manager’s for financial markets presentations to clients and prospects.• Discretionary mandate marketing and performance follow-up with clients.• Responsible for coordinating several investments campaigns.

Région De Lausanne, Suisse

• Assistant to a relationship manager developing a client portfolio.• Set up a structure to monitor properly clients (administration and investments).• Daily management of the most active non-discretionary clients.• Creation of ad-hoc portfolio tools (Bloomberg, Excel).• Responsible for internet training (set up of a finance bookmark).

Région De Lausanne, Suisse

• Standard tasks assumed by a junior assistant.

Région De Lausanne, Suisse

Banking Economist Diploma, Finance, Credit And Economy

Education record