Joël Renggli

Experience

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  UBS

  Sept 2017 - Jun 2024

  The role focuses on various different topics within UBS Global Wealth Management and UBS Corporate Bank, such as: - being responsible for independently managing and further developing existing commercial client relationships with a focus on the Middle East- setting up and managing complex company structuresfor companies domiciled abroad with a high focus on Middle East. - applying a solution-oriented approach and at the same time ensure that business is maintained in line with the high risk management and compliance standards- being responsible for trade and finance requests and work with colleagues from different business areas such as TEF, IB, GWM- ensuring that trades and FX transactions are being placed correctly- working together with external financial intermediaries and being able to generate significant value for both our clients Show less

  • Advisor - External Asset Management (FIM / EAM) at UBS Global Wealth Management | Authorized Officer

    Jan 2022 - Jun 2024

  • Non Traditional Business Relationships (NTBR), External Asset Management (EAM)

    Jan 2021 - Dec 2021

  • JUNA Talent Program at UBS Wealth Management in Zurich and UBS London

    Feb 2019 - Jan 2021

  • Intern (BEM)

    Sept 2017 - Jan 2019
• 

  NPB Neue Privat Bank AG

  Jul 2024 - now

  Junior Relationship Manager Private Banking International | Authorized Officer