Heritier Location
Geneva, GE, CH
Heritier Work
- 2021 - now Membre Du Conseil d'Administration @ Banque Cantonale du Valais
- 2018 - 2019 Membre Du Conseil De Fondation @ lemania - pension hub
- 2017 - now Membre Du Conseil d'Administration @ Pleion SA
- 2017 - now Chief Executive Officer @ Pleion Wealth Partners
- 2014 - 2017 Head Central and Eastern Switzerland, Member of the Executive Committee Switzerland @ Julius Baer
- 1985 - 2014 Pilote @ Swiss Army
- 2007 - 2014 Head Bas-Valais @ Julius Baer
- 2005 - 2007 Head Wealth Management Chablais @ UBS
- 2000 - 2004 Senior Private Banker @ UBS
- 1997 - 2000 Head Recovery Management Immobilier @ UBS
Heritier Education
(Management)
2018 - 2018- University of Rochester - Simon Business School
Master of Business Administration
2004 - 2005 - University of Rochester - William E. Simon Graduate School of Business Administration (CH)
Master of Business Administration
2004 - 2005
- Insead2013
Heritier Skills
- Wealth Management
- Financial Markets
- Private Banking
- Management
- Risk Management
- Banking
- Business Strategy
- Change Management
- Leadership
- Project Management
Heritier Summary
Heritier, based in Geneva, GE, CH, is currently a Membre Du Conseil d'Administration at BCVS | WKB. Heritier brings experience from previous roles at FLLP-Frpi Fondations De Prévoyance Et Libre Passage, Plurigestion Sa, Pleion Wealth Partners and Julius Baer. Heritier holds a 2018 - 2018 . With a robust skill set that includes Wealth Management, Financial Markets, Private Banking, Management, Risk Management and more. Heritier has 4 emails and 2 mobile phone numbers on RocketReach.
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