
Baptiste Venrie Monthuis
Summer Staff

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About me
Business Manager, Associate Director at Julius Baer
Education

IAE Gustave Eiffel
2012 - 2013Master of Science - MS
Université Paris Nanterre
2013 - 2014Master of Science - MS
AFTEC
2009 - 2011Higher National Diploma
Université Paris-Est Marne-la-Vallée
2011 - 2012Bachelor of Science - BS
Experience

Societe Generale
Jul 2007 - Jul 2007Summer StaffRetail Banking / Paris XV Lecourbe Branch

Caisse d'Epargne Ile-de-France
Oct 2011 - Sept 2012Personal Banking Advisor, ApprenticeRetail Banking / Paris Ledru-Rollin Branch

Indosuez Wealth Management
Oct 2012 - Sept 2013Relationship Manager Assistant, ApprenticePrivate Banking / High-Net-Worth Individuals & Foundations

Crédit Agricole CIB
Sept 2013 - Jan 2021Structured Finance / Energy & Infrastructure Group Asia Structured Finance / Energy & Infrastructure Group Asia Structured Finance / Energy & Infrastructure Group EMEA International Trade & Transaction Banking / Private Equity Funds Solutions Commercial Banking & Trade / Non-Bank Financial Institutions Commercial Banking & Trade / Non-Bank Financial Institutions
Portfolio Manager, Vice President
Jan 2020 - Jan 2021Portfolio Manager, Associate
May 2019 - Dec 2019Portfolio Manager, Associate
Jul 2017 - Apr 2019Originator, Associate
Nov 2015 - Jun 2017Deputy Corporate Banker, Analyst
Sept 2014 - Oct 2015Deputy Corporate Banker, Apprentice
Sept 2013 - Aug 2014

Indosuez Wealth Management
Feb 2021 - Jan 2022Business ManagerPrivate Banking & External Asset Managers / Business Development Europe

Julius Baer
Feb 2022 - nowBusiness Manager, Associate DirectorClient Strategy & Experience / Business Management Europe-Luxembourg (CEO Europe Office)
Licenses & Certifications
- View certificate

Standard Financial Modelling Course
Camilla Culley LtdOct 2018 - View certificate

Loan Documentation
Euromoney Learning SolutionsDec 2017 - View certificate

Project Finance & Private-Public Partnerships
First FinanceJun 2016 - View certificate

Client Relationship Manager Certificate
Crédit Agricole CIBSept 2017 - View certificate
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National certification for investment professionals
Autorité des marchés financiers (AMF) – FranceJun 2012
Honors & Awards
- Awarded to Baptiste Venrie MonthuisGlobal Best Bank for Discretionary Portfolio Management 2024 Euromoney Mar 2024 Julius Baer awarded as Global Best Bank for Discretionary Portfolio Management 2024.
- Awarded to Baptiste Venrie MonthuisGlobal Best Bank for High Net Worth Individuals 2023 Euromoney Mar 2023 Julius Baer awarded as Global Best Bank for High Net Worth Individuals 2023.
- Awarded to Baptiste Venrie MonthuisBest Innovative Client Solution WealthBriefing Mar 2022 WealthBriefing has recognised Julius Baer’s excellence in technology in its European Awards 2022, bestowing us with awards for ‘Best Innovative Client Solutions’.
- Awarded to Baptiste Venrie MonthuisGlobal Bank of the Year 2020 Infrastructure Investor Oct 2020 Crédit Agricole CIB awarded as Global Bank of the Year 2020.
- Awarded to Baptiste Venrie MonthuisGlobal Bank of the Year 2019 Infrastructure Investor Oct 2019 Crédit Agricole CIB awarded as Global Bank of the Year 2019.
- Awarded to Baptiste Venrie MonthuisGlobal Bank of the Year 2018 Infrastructure Investor Oct 2018 Crédit Agricole CIB awarded as Global Bank of the Year 2018.
Languages
- frFrench
- enEnglish
- geGerman
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