Saumil Sheth Email & Phone Number
Managing Director Senior Advisor @ Julius Baer
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Saumil Sheth Location
- Singapore
Saumil Sheth Work
- 2023 -now Managing Director Senior Advisor @
- 2023 -now Head Investment Advisory for Global NRI and Private Banking International @
- 2020 -2023 Executive Director and Head of ISC and NRI Investment Advisory @
- 2017 -2019 Cluster Lead for ISC and NRI Investment Advisory @
- 2015 -2019 Executive Director Investment Advisory @
- 2012 -2015 Director Investment Advisory @
- 2011 -2012 Senior Vice President - Investment Advisory @ Clariden Leu
- 2007 -2011 Associate Director @ HSBC Private Bank
- 2005 -2007 Resident Vice President @
- 2002 -2005 Manager - Investment Advisory @
- 2000 -2002 Assistant Manager - Investment Advisory @
- 1999 -2000 Executive - Institutional Sales @
Saumil Sheth Education
- Global Association of Risk Professionals 2009-2010
- CFA Institute 2000-2003
- SVKM's Narsee Monjee Institute of Management Studies (NMIMS) 1997-1999
- INSTITUTE OF CHARTERED FINANCIAL ANALYSTS OF INDIA 1996-1996
- R A Podar College of Commerce & Economics 1992-1996
Saumil Sheth Skills
- Investment Advisory
- Investments
- Capital Markets
- Equities
- Fixed Income
- Derivatives
- Risk Management
- Financial Risk
- Portfolio Management
- Microsoft Office
- Microsoft Word
- Microsoft Excel
- Customer Service
- Wealth Management
Saumil Sheth Summary
- Saumil Sheth, based in Singapore, is currently a Managing Director Senior Advisor at Julius Baer. Saumil Sheth brings experience from previous roles at Julius Baer. Saumil Sheth holds a 2009 - 2010 Global Association of Risk Professionals. With a robust skill set that includes Investment Advisory, Investments, Capital Markets, Equities, Fixed Income and more. Saumil Sheth has 1 emails and 1 mobile phone numbers on RocketReach.
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