Vice President | Client Adviser
Current- Providing top-quality services to valued clients across multiple jurisdictions (e.g., UK, Nordics) at Rothschild & Co Wealth Management Switzerland.
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William Therlin is listed as Vice President I Client Adviser at Rothschild & Co at Rothschild & Co, a company with 3779 employees, based in Zurich, Zurich, Switzerland. AeroLeads shows a matched LinkedIn profile for William Therlin.
William Therlin previously worked as Vice President | Client Adviser at Rothschild & Co and Associate | Investment & Portfolio Adviser at Rothschild & Co. William Therlin holds Msc Economics & Strategy For Business, Distinction from Imperial College London.
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William Therlin is a Vice President I Client Adviser at Rothschild & Co at Rothschild & Co. They is proficient in German and English.
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Zurich, Switzerland
- Providing top-quality services to valued clients across multiple jurisdictions (e.g., UK, Nordics) at Rothschild & Co Wealth Management Switzerland.
- Tailored investment advice and portfolio management across all asset classes and currency majors- Collaboration with Client Advisers to provide investment advice to international clients in multiple jurisdictions- Frequent client meetings/calls to e.g., portfolio reviews, investment ideas, macro updates- Client retention & pitching activities (support.
Zurich, Switzerland
- Managed and distributed daily profitability analysis to senior management- Managed the regulatory reporting portfolio- Optimized the regulatory reporting process
Zürich, Switzerland
- Led global sales in 20+ stores in 10+ countries e.g. India, Russia, UAE, Portugal- Strategic development and optimization of new and existing POS- Executed global Travel Retail/Brand strategies- Analysed retail KPI´s and executed strategic actions to improve performance- Led trainings e.g. workshops & presentations
Stockholm, Sverige
During two summers in the Stockholm region.- Provided front office customer services- Hosted seminars to promote banking services and enhance customer knowledge - Executed projects to increase customer loyalty- Cash Management
Other employees you can reach at rothschildandco.com. View company contacts for 3779 employees →
Franziska Baotic
Colleague at Rothschild & Co
Zürich Metropolitan Area, Switzerland
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OG
Oded Gera
Colleague at Rothschild & Co
United Kingdom, United Kingdom
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DI
Derin Inan
Colleague at Rothschild & Co
Geneva Metropolitan Area, Switzerland
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NR
Natacha Rousset
Colleague at Rothschild & Co
Greater Paris Metropolitan Region, France
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CL
Claralem Lemaire
Colleague at Rothschild & Co
Nantes, Pays De LA Loire, France, France
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KT
Kevin Todd
Colleague at Rothschild & Co
Chesapeake, Virginia, United States, United States
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LB
Leith Benjelloun
Colleague at Rothschild & Co
Prefecture Of Casablanca, Casablanca-Settat, Morocco, Morocco
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OP
Olivier Pecoux
Colleague at Rothschild & Co
Paris, Île-de-France, France, France
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DC
Delphine Collot
Colleague at Rothschild & Co
Luxembourg, Luxembourg
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IL
Ivona Linder
Colleague at Rothschild & Co
Zurich, Switzerland, Switzerland
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Activities and Societies: - Consulted Capco how intelligent analytics can enhance customer value in retail banking - Selected as Imperial.
- Accounting - Commercial Law - International Trade & Trade Policy - International Macroeconomics - Management Accounting & Management.
- Investments - Mergers & Acquisitions - Principles of Financial Management - Strategic Management
4 week MOOC course (https://www.coursera.org/learn/wharton-finance), to further gain knowledge in areas of interest: • Corporate.
Quick answers generated from the profile data available on this page.
William Therlin works for Rothschild & Co.
William Therlin is listed as Vice President I Client Adviser at Rothschild & Co at Rothschild & Co.
William Therlin is based in Zurich, Zurich, Switzerland while working with Rothschild & Co.
William Therlin has worked for Rothschild & Co, Hugo Boss, and Handelsbanken.
William Therlin's colleagues at Rothschild & Co include Franziska Baotic, Oded Gera, Derin Inan, Natacha Rousset, and Claralem Lemaire.
You can use AeroLeads to view verified contact signals for William Therlin at Rothschild & Co, including work email, phone, and LinkedIn data when available.
William Therlin holds Msc Economics & Strategy For Business, Distinction from Imperial College London.
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