Philippe Rochat

Bis 2018, Client Advisor, UBS Switzerland AG, Wealth Management

Zürich, Schweiz

Fähigkeiten und Kenntnisse

Financial Markets
Fixed Income Products
Real Estate Asset Management
Foreign exchange market
E-commerce
Real Estate
Sales
Marketing

Werdegang

Berufserfahrung von Philippe Rochat

  • Bis heute 6 Jahre und 3 Monate, seit Apr. 2018

    Desk Head, Wealth Management Executives

    UBS AG

  • 6 Monate, Okt. 2017 - März 2018

    Client Advisor

    UBS Switzerland AG, Wealth Management

  • 2 Monate, Sep. 2017 - Okt. 2017

    Project Manager

    UBS AG

  • 1 Jahr, Sep. 2016 - Aug. 2017

    Indepedent

    Indepedent

    Time devoted to own projects mostly in the Real Estate business, including (but not only) market research, project development, sales & acquisitions, and foundation of companies.

  • 2 Jahre, Okt. 2014 - Sep. 2016

    Managing Director

    UBS AG

    Senior Sales Manager, Foreign Exchange, Rates and Credit (FRC) Head of the EMEA FX Transaction and EMEA FRC Efficient Access Team - Implementation of the Efficient Access concept and client coverage - Actively involved in Cross-Border and Regulatory projects/implementation

  • 3 Jahre und 8 Monate, März 2011 - Okt. 2014

    Managing Director

    UBS AG

    Senior Sales Team Leader, CEEMEA FX Institutional Sales Advisory in FX, Rates & Precious Metals Cash, Derivates, Structured and Electronic solutions to Institutional Clients, Banks, Central Banks, Family Offices & GFOs across the CEEMEA area. Actively involved in talent management - acted as Subject Matter Expert in education modules

  • 4 Jahre und 7 Monate, Aug. 2006 - Feb. 2011

    Executive Director

    UBS AG

    Sales Team Leader FICC (Fixed Income Currencies and Commodities) Advisory in Cash, Derivatives, Structured and Electronic solutions to national and international Corporates, WM Client Advisors and EMEA Banks - Corporate Team, Basel area (2006-2007) - Wealth Management Client Advisors Team, Gevena (2007-2009) - Bank for Banks Team, Zürich (2009-2010)

  • 6 Jahre und 1 Monat, Juli 2000 - Juli 2006

    Associate Director - Executive Director

    UBS Investment Bank, London

    Foreign Exchange & Precious Metals Sales to European Institutional & Corporate clients. Advisory and Sales of Cash, Derivatives and structured solutions to Banks Advisory in hedging via Derivatives structures to European Corporate Treasuries

  • 1 Jahr und 9 Monate, Okt. 1998 - Juni 2000

    Associate Director

    UBS AG, Singapore

    Foreign Exchange and Precious Metals Sales to Institutional and Private Clients

Ausbildung von Philippe Rochat

  • 1 Jahr und 11 Monate, Aug. 2017 - Juni 2019

    Real estate management

    Hochschule Luzern

  • 2 Monate, Apr. 2017 - Mai 2017

    Real Estate

    University of Zuerich

  • 1985 - 1990

    Economics

    Collège de Montreux

Sprachen

  • Englisch

    Fließend

  • Französisch

    Muttersprache

  • Deutsch

    Fließend

Interessen

Real Estate & Real Estate Investment
Financial Markets
Asset Management & Allocation
Private Pilot Licence
Sports
Scuba diving

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