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Stéphane Revaz, Ciia, Ciwm Email & Phone Number
Client Advisor Wealth Management Executives and Entrepreneurs
at
UBS
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Current company
Role
Client Advisor Wealth Management Executives and Entrepreneurs
Location
Lausanne, Vaud, Switzerland
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Who is Stéphane Revaz, Ciia, Ciwm? Overview
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Stéphane Revaz, Ciia, Ciwm is listed as Client Advisor Wealth Management Executives and Entrepreneurs at UBS, a with 28 employees, based in Lausanne, Vaud, Switzerland. AeroLeads shows a matched LinkedIn profile for Stéphane Revaz, Ciia, Ciwm.
Stéphane Revaz, Ciia, Ciwm previously worked as Client advisor Corporate Clients at Raiffeisen Switzerland and Employee department Corporate Clients at Raiffeisen Schweiz. Stéphane Revaz, Ciia, Ciwm studied at Certified Corporate Banker, Ccob.
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UBS
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Profile bio
About Stéphane Revaz, Ciia, Ciwm
Stéphane Revaz, Ciia, Ciwm is a Client Advisor Wealth Management Executives and Entrepreneurs at UBS. They possess expertise in wealth management, investments, portfolio management, private banking, gestion de patrimoine and 21 more skills. They is proficient in German and English.
Listed skills include Wealth Management, Investments, Portfolio Management, Private Banking, and 22 others.
Current workplace
Stéphane Revaz, Ciia, Ciwm's current company
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Ubs
9 roles
Stéphane Revaz, Ciia, Ciwm work experience
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Client Advisor Corporate Clients
Current
Jun 2017 - Present
Employee Department Corporate Clients
- Work experience in St. Gallen and Zürich in order to gain experience in the field of Corporate banking, such as unsecured loan, commercial leasing, credit analysis (incl. debt capacity analysis), leverage Buy-Out (e.g. MBOs...), syndicated loans etc.- Active participation in streaming committee for internals projects.- Improve my German skills in the finance field.
Sep 2016 - May 2017
Taking My German Language Skills To The Next Level
Sabbatical
From January to August 2016 I have been following intensive German courses at the DID Deutsch Institut Munich and LSI Zurich (Language Studies International) in order to take my German language skills to the next level (B1).
Jan 2016 - Aug 2016
Client Advisor Hnwi - Associate Director
-Responsible for the development and the maintenance of a portfolio of Affluent & HNWI clients resident in Switzerland, in the United Kingdom (RD and RnD) and in the Nordics countries having a local connection in Verbier.-Implementation of the "Franchise" UBS Wealth Management International (UK & Nordics) in Verbier and application of the cross border regulations.-Develop and maintain existing client relationship with the bank by submitting proactive investment proposals taking into… Show more -Responsible for the development and the maintenance of a portfolio of Affluent & HNWI clients resident in Switzerland, in the United Kingdom (RD and RnD) and in the Nordics countries having a local connection in Verbier.-Implementation of the "Franchise" UBS Wealth Management International (UK & Nordics) in Verbier and application of the cross border regulations.-Develop and maintain existing client relationship with the bank by submitting proactive investment proposals taking into consideration their respective tax residency.-Follow the stock market and macroeconomic news in order to advise my clients on investments in the 6 main asset allocations including alternative investments and structured products, in accordance with UBS CIO House view and recommendations.-Efficient handling of client requests on the financing of their chalet and on the process of the obtention of their Swiss permit with the support of UBS specialists. -Acquisition of new clients by using my private and professional network, by clients' referrals and by organizing clients' events. Show less
Jan 2014 - Dec 2015
Client Advisor Uk Market - Associate Director
-Responsible for the development and the maintenance of a portfolio of Affluent & HNWI clients UK RD and RnD.-Very good knowledge of the UK regulations and taxes especially for UK RD and RnD.-Met and entertained clients during regular business trips in the United Kingdom.-Developed and maintained existing client relationship with the bank by submitting proactive investment proposal based on UBS CIO recommendation.-Acquisition of new clients by using my private and professional… Show more -Responsible for the development and the maintenance of a portfolio of Affluent & HNWI clients UK RD and RnD.-Very good knowledge of the UK regulations and taxes especially for UK RD and RnD.-Met and entertained clients during regular business trips in the United Kingdom.-Developed and maintained existing client relationship with the bank by submitting proactive investment proposal based on UBS CIO recommendation.-Acquisition of new clients by using my private and professional network and by clients' referrals.-Implementation of the new strategy of the Swiss financial center "Rubik".-Efficient handling of client requests and complaints on the Double Taxation Agreements (DTA) between UK-SWISS Show less
Apr 2011 - Dec 2013
Client Advisor Assistant
-Main assistant to two senior client advisors.-General support for client advisors including trips preparation and follow up.-Assured substitution in case of absence including handover of open cases.-Supported client advisor on investment proposals and dealt actively with client queries on investments.-Efficient handling of client requests, complaints and any subsequent investigation.
Sep 2008 - Mar 2011
Juna Wmi - Talent Program
-UBS training dedicated to the best students and certified by an Apprenticeship and Maturity in Business administration-Followed specific on and off job training in order to develop my social, methodological and finance skills. -Participated in a 5 months internship at UBS London including English courses.
Aug 2006 - Aug 2008
Apprenticeship And Maturity In Business Administration
Aug 2003 - Jul 2006
8 education records
Stéphane Revaz, Ciia, Ciwm education
Education record
Certified Corporate Banker, Ccob
Ciia - Certified International Investment Analyst, Advanced Federal Diploma Of Financial Analyst And Portfolio Manager
Ciwm - Certified International Wealth Manager, Advanced Federal Diploma For Expert In Finance And Investment
German Studies
Did Deutsch-Institut, Munich
Economiste Bancaire Es
Akad / Esbf - Ecole Supérieur Spécialisée En Banque Et Finance
Education record
Certified Wealth Management Advisor, Cwma
Education record
Ubs Juna Wmi Talent Program
Education record
The European Foundation Certificate In Banking
FAQ
Frequently asked questions about Stéphane Revaz, Ciia, Ciwm
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What company does Stéphane Revaz, Ciia, Ciwm work for?
Stéphane Revaz, Ciia, Ciwm works for UBS.
What is Stéphane Revaz, Ciia, Ciwm's role at UBS?
Stéphane Revaz, Ciia, Ciwm is listed as Client Advisor Wealth Management Executives and Entrepreneurs at UBS.
Where is Stéphane Revaz, Ciia, Ciwm based?
Stéphane Revaz, Ciia, Ciwm is based in Lausanne, Vaud, Switzerland while working with UBS.
What companies has Stéphane Revaz, Ciia, Ciwm worked for?
Stéphane Revaz, Ciia, Ciwm has worked for Ubs, Raiffeisen Switzerland, Raiffeisen Schweiz, Sabbatical, and Ubs Wealth Management.
Who are Stéphane Revaz, Ciia, Ciwm's colleagues at UBS?
Stéphane Revaz, Ciia, Ciwm's colleagues at UBS include Flloyd Rewa and Ethan Harro.
How can I contact Stéphane Revaz, Ciia, Ciwm?
You can use AeroLeads to view verified contact signals for Stéphane Revaz, Ciia, Ciwm at UBS, including work email, phone, and LinkedIn data when available.
What schools did Stéphane Revaz, Ciia, Ciwm attend?
Stéphane Revaz, Ciia, Ciwm studied at Certified Corporate Banker, Ccob.
What skills is Stéphane Revaz, Ciia, Ciwm known for?
Stéphane Revaz, Ciia, Ciwm is listed with skills including Wealth Management, Investments, Portfolio Management, Private Banking, Gestion De Patrimoine, Banque, Gestion D'Actifs, and Finance.
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