Gregory Thuillard Email & Phone Number | « La fortune sourit aux audacieux. » Virgile, L’Eneide, X, 284 Solid experience of 14 years acquired in the private wealth management in Geneva, working as Relationship Manager (farmer) with multicultural high & ultra high net worth individuals (HNWI & UHNWI) within private Swiss and foreign banks. Through the years I developed successful relational & commercial talents as well as strong analytical & synthesis competencies which allowed me to enjoy some major achievements. - I successfully increased an existing book of UHNWI customers by 30% in 2 years highlighting high sales, communication and negotiation talents as well as financial and technical skills. - I set up a brand new UK Cross-border desk and successfully contributed to the establishment of a clients'portfolio in 6 years using analytical, synthesis, cross-selling ability as well as an efficient work methodology. Competencies: Client relationship maintenance/growth; first class presentation; excellent listening-communication-influencing skills; strong financial product & technical competencies; understanding-development-delivery of strategic advices & holistic investment solutions; highest professional work ethic & compliance standards; close collaboration with team members/specialists; define advisory processes/agreements; cope under pressure; work autonomously; entrepreneurial & innovative approach; identification & finalisation of new business opportunities; respecting internal/external guidelines & regulatory policies; complex project management/implementation; compliance; risk/business management; cross-selling of financial products/wealth planning solutions; natural leadership; people management; coaching; training content creation; facilitation; multicultural/multifunctional partnerships; operations; marketing.

Gregory Thuillard

« La fortune sourit aux audacieux. » Virgile, L’Eneide, X, 284 Solid experience of 14 years acquire...
Geneva Area, Geneva Area, Switzerland

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Gregory Thuillard’s Email gregcity@romandie.com

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Gregory Thuillard’s Location Geneva Area, Geneva Area, Switzerland

Gregory Thuillard’s Current Industry Independant

Gregory Thuillard’s Prior Industry UBS | Deutsche Bank | Kaupthing Bank

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Work Experience

Independant

Financial Advisor

2019-08-01 00:00:00 - Present

UBS

Director - Investment Advisor for UK HNWI

2017-10-01 00:00:00 - 2019-07-01 00:00:00

Deutsche Bank

Account Manager for UK Cross-border HNWI

2010-06-01 00:00:00 - 2017-05-01 00:00:00

Kaupthing Bank

Senior Relationship Manager (farmer) for Nordic HNWI

2007-12-01 00:00:00 - 2009-02-01 00:00:00

Skills

No Skills Available

Languages

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FAQ About Gregory Thuillard

Gregory Thuillard is located at
Geneva Area, Geneva Area, Switzerland

Gregory Thuillard is a « La fortune sourit aux audacieux. » Virgile, L’Eneide, X, 284 Solid experience of 14 years acquired in the private wealth management in Geneva, working as Relationship Manager (farmer) with multicultural high & ultra high net worth individuals (HNWI & UHNWI) within private Swiss and foreign banks. Through the years I developed successful relational & commercial talents as well as strong analytical & synthesis competencies which allowed me to enjoy some major achievements. - I successfully increased an existing book of UHNWI customers by 30% in 2 years highlighting high sales, communication and negotiation talents as well as financial and technical skills. - I set up a brand new UK Cross-border desk and successfully contributed to the establishment of a clients'portfolio in 6 years using analytical, synthesis, cross-selling ability as well as an efficient work methodology. Competencies: Client relationship maintenance/growth; first class presentation; excellent listening-communication-influencing skills; strong financial product & technical competencies; understanding-development-delivery of strategic advices & holistic investment solutions; highest professional work ethic & compliance standards; close collaboration with team members/specialists; define advisory processes/agreements; cope under pressure; work autonomously; entrepreneurial & innovative approach; identification & finalisation of new business opportunities; respecting internal/external guidelines & regulatory policies; complex project management/implementation; compliance; risk/business management; cross-selling of financial products/wealth planning solutions; natural leadership; people management; coaching; training content creation; facilitation; multicultural/multifunctional partnerships; operations; marketing.