Freelancer profile translated to English.
Back to original languageAbout Sebastiaan
Are you looking for a top-tier, independent wealth advisor who is truly aligned with your interests?
With over 12 years of experience in private wealth management within renowned international banks (Credit Suisse, Julius Baer, EFG, Barclays), I now support my clients as a freelancer with a clear objective:
👉 To optimize, protect, and structure their wealth for the long term.
I offer an exceptional, tailor-made service covering:
Investment management
Global financial planning
Tax structuring
Credit solutions
Comprehensive wealth coordination
You benefit from the standards of a major private bank, with greater flexibility, transparency, and proximity.
French
Native or bilingual
English
Native or bilingual
German
Conversational
Dutch
Conversational
Can work on-site
Genève (up to 50km)
Experience
- Privaxis Services SARelationship Manager, External Asset ManagementJanuary 2025 - Today (1 year and 5 months)Echichens, VD, Switzerland Successful acquisition and onboarding of new clients for the company Full administrative responsibility of the clients' portfolios Execution of client orders (trading, lending, crypto etc.) Preparation of investment proposals, skills=[]
- Julius Baer Group LtdPrivate Wealth ManagerJanuary 2023 - January 2024 (1 year)Geneva, Switzerland Acquisition and development of new clients for the bank Full administrative responsibility of the clients' portfolios Execution of client orders (trading, lending, crypto etc.) Preparation of investment proposals, skills=[]
- Credit-Suisse AGClient ManagerPRIVATE EQUITYJanuary 2020 - January 2023 (3 years)Geneva, Switzerland Management of a key client of the bank's relationship. Principal point of contact for all clients requests and coordination with the various teams internally. Responsible of executing clients' orders in a timely manner Preparation and presentation of complex investment proposals Coordination et gestion du risque et compliance pour le management, skills=[SkillTranslatableContent(id=Analyse financière, type=GLOBAL, name=Financial Analysis), SkillTranslatableContent(id=conseil en investissement, type=GLOBAL, name=Investment Advice)]
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Education
- Licence in Wealth ManagementSwiss Association of Quality2022Licence en gestion de fortune
- Financial markets course with Prof. Robert ShillerYale University2024Financial markets course with Prof. Robert Shiller