AeroLeads people directory · profile

Suzan Dalva Email & Phone Number

Lombard Odier Vice President Relationship Manager at Lombard Odier Group
Location: Geneva Metropolitan Area, Switzerland 5 work roles 4 schools
LinkedIn matched
✓ Verified Jul 2026 3 data sources Profile completeness 86%

Contact Signals

LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Lombard Odier Group
Role
Lombard Odier Vice President Relationship Manager
Location
Geneva Metropolitan Area, Switzerland
Company size
2368 employees

Who is Suzan Dalva? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Suzan Dalva is listed as Lombard Odier Vice President Relationship Manager at Lombard Odier Group, a with 2368 employees, based in Geneva Metropolitan Area, Switzerland. AeroLeads shows a matched LinkedIn profile for Suzan Dalva.

Suzan Dalva previously worked as UBS Director Relationship Manager at Ubs and Yapi Kredi Private Banking Relationship Manager at Yapı Kredi. Suzan Dalva holds Bachelor'S Degree In International Economics, Finance And Commerce from Georgetown University.

Company email context

Email format at Lombard Odier Group

This section adds company-level context without repeating Suzan Dalva's masked contact details.

Lombard Odier Group

Review company-level records connected to Suzan Dalva before choosing the right outreach path.

View email format View company profile Management contacts
Profile bio

About Suzan Dalva

I have extensive experience in Wealth Management and Investment Advisory for 24 years with a focus on Turkey private clients. Since 2016, I have been a Relationship Manager at UBS Geneva Turkey Desk and Lombard Odier Geneva Turkey Desk Switzerland.My objective is to grow existing client relations and client portfolio as a Wealth Manager, develop competence, knowledge and experience.That is,- Acquiring new prospects and building client portfolio.- Managing and developing client portfolio.- Extending the existing accounts' potential. - Assessing Wealth Planning and Financial Planning needs for the next generation. - Analyzing client investment objectives and drafting a solution proposal.After completing a BS in International Economics at Georgetown University Washington DC in 1998, I continued a professional training, developed international competance and completed specilisations in wealth management certifications :-NASD Securities and Exchange Commission, Series 6 and 63 - USA, 1999-Capital Markets Board Basic License -Turkey, 2005-Capital Markets Board Advanced Level License (SPL Level 3, CFA) - Turkey, 2010-Capital Markets Board Derivatives License-Turkey, 2010-CWMA SAQ Wealth Management Diploma-Switzerland, 2023

Current workplace

Suzan Dalva's current company

Company context helps verify the profile and gives searchers a useful next step.

Lombard Odier Group
Lombard Odier Group
Lombard Odier Vice President Relationship Manager
geneva, switzerland
Website
lombardodier.com
Employees
2368
AeroLeads page
Company profile
View company profile Email format
5 roles

Suzan Dalva work experience

A career timeline built from the work history available for this profile.

Lombard Odier Vice President Relationship Manager

Current
Lombard Odier Group

Geneva, Switzerland

- Built a portfolio of new clients and managed a portfolio of existing Lombard Odier clients- Planned and achieved sustainable performance of net new money inflow and advisory solutions - Developed a pipeline and received share of wallet from company liquidation activity in Turkey- Actively managed diversified client portfolios in fixed income, equities, funds, hedge funds, DCI and derivatives- Generated and managed a short-term DCI and Structured Products to achieve ROA targets - Trained a team of newly hired assistant and intern in investment transactions and advisory solutions- Developed referrals from Lombard Odier clients and generated inflows from clients domiciled in Turkey, Switzerland, Malta, Liechtenstein and Israel

Jul 2022 - Present

Ubs Director Relationship Manager

Ubs

Geneva, Switzerland

-Built a client portfolio of new private clients, domiciliary companies and family offices -Worked with former colleagues at Investment houses in Turkey to establish a network and a pipeline to generate share of wallet in their mandates on the Turkish market and liquidation of corporates in Turkey -Achieved sustainable performance and consistently reached sales targets throughout my five-year tenure-Generated and actively managed a short-term, rolling FX and Equity options portfolio in Structured Products, in FX and Equity Reverse Convertibles, and achieved transactional revenue targets- Coordinated Wealth Planning Solutions for succession planning and legacy to Manage Wealth in Structures

Jun 2016 - May 2022

Yapi Kredi Private Banking Relationship Manager

Yapı Kredi

Istanbul, Turkey

- Managed a client portfolio active clients and built a new client portfolio managing a yearly budget- Advised investment solutions and discretionary solutions as well as insurance products - Contacted clients on a regular basis to review their investment performance - Focused on USD, EUR and TRY emerging market bonds, equities, DCD, SWAP, currency options, mutual funds and retirement plans

Mar 2011 - Jun 2016

Citi Select Executive Account Manager

Citigroup

Istanbul, Turkey

- Created a new client portfolio and managed the 3rd largest client portfolio at bank -Consistently generated highest number of transactions within the unit -Generated a monthly budget in commissions on investment transactions

Jan 2007 - Mar 2011

Akbank Private Banking Investment Specialist

Akbank

Istanbul, Turkey

- Actively managed international equity and ETF based portfolios- Reported to the Assistant General Manager on the weekly performance of equity portfolios - Prepared international equity markets analysis for morning call ( international equity markets and international economic data analysis)- Contacted clients reqularly for equity trades and portfolio performance reviews

Jan 2001 - Jan 2007
Team & coworkers

Colleagues at Lombard Odier Group

Other employees you can reach at lombardodier.com. View company contacts for 2368 employees →

AP Adriano Pettignano Adriano Pettignano Colleague at Lombard Odier GroupGeneva, Switzerland View → XO Xénia Oberson Xénia Oberson Colleague at Lombard Odier GroupGeneva, Switzerland View → FG Frédéric Gauthey Frédéric Gauthey Colleague at Lombard Odier GroupGeneva, Switzerland View → HD Hugo De Vasconcelos Hugo De Vasconcelos Colleague at Lombard Odier GroupGeneva Metropolitan Area, Switzerland View → NR Nathanael Richli Nathanael Richli Colleague at Lombard Odier GroupSwitzerland View → SZ Stephan Zumtaugwald Stephan Zumtaugwald Colleague at Lombard Odier GroupZurich, Switzerland View → YN Yoan Nickel Yoan Nickel Colleague at Lombard Odier GroupGeneva, Switzerland View → LM Lucia Mosquera Fernandez Lucia Mosquera Fernandez Colleague at Lombard Odier GroupCruseilles, Auvergne-Rhône-Alpes, France View → IF Iñaki Fernandez Iglesias Iñaki Fernandez Iglesias Colleague at Lombard Odier GroupSwitzerland View → RP Roxanne Pons Roxanne Pons Colleague at Lombard Odier GroupLausanne, Vaud, Switzerland View →
4 education records

Suzan Dalva education

American College Institute Aise Junior Year Abroad Program, Scolarship Received For Us Preparatory High School

The Blake School
FAQ

Frequently asked questions about Suzan Dalva

Quick answers generated from the profile data available on this page.

What company does Suzan Dalva work for?

Suzan Dalva works for Lombard Odier Group.

What is Suzan Dalva's role at Lombard Odier Group?

Suzan Dalva is listed as Lombard Odier Vice President Relationship Manager at Lombard Odier Group.

Where is Suzan Dalva based?

Suzan Dalva is based in Geneva Metropolitan Area, Switzerland while working with Lombard Odier Group.

What companies has Suzan Dalva worked for?

Suzan Dalva has worked for Lombard Odier Group, Ubs, Yapı Kredi, Citigroup, and Akbank.

Who are Suzan Dalva's colleagues at Lombard Odier Group?

Suzan Dalva's colleagues at Lombard Odier Group include Adriano Pettignano, Xénia Oberson, Frédéric Gauthey, Hugo De Vasconcelos, and Nathanael Richli.

How can I contact Suzan Dalva?

You can use AeroLeads to view verified contact signals for Suzan Dalva at Lombard Odier Group, including work email, phone, and LinkedIn data when available.

What schools did Suzan Dalva attend?

Suzan Dalva holds Bachelor'S Degree In International Economics, Finance And Commerce from Georgetown University.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.

People with similar names

Check these profiles if this is not the Suzan Dalva you were looking for.

View similar profiles