Yuanpei Liu's Location
Geneva, GE, CH
Yuanpei Liu's Work
- Relationship Manager and Wealth Manager @ Julius Baer
- Mentor @ University of Geneva
- Relationship Manager (Private and Wealth Management Clients Switzerland) @ Credit Suisse
- FX Advisory and Sales @ Credit Suisse
- Investment Consultant (EMEA Markets) @ Credit Suisse
- Graduate Program (FX Advisory and Sales) @ Credit Suisse
- Graduate Program (Swiss Market) @ Credit Suisse
- Internship (EMEA Markets) @ Credit Suisse
- Junior Financial Advisor @ OVB Vermögensberatung Schweiz AG
Yuanpei Liu's Education
- AZEK - The Swiss Training Centre for Investment Professionals
Certified International Investment Analyst CIIA
- University of Geneva
Bachelor of Science in Business Administration (HEC)
- Université Grenoble Alpes
Master in International Economics and Globalization (Former: Université Pierre Mendès-France (Grenoble II))
Yuanpei Liu's Skills
- Structured Products
- Private Banking
- Derivatives
- Wealth Management
- Portfolio Management
- Trading
- Options
- Capital Markets
- Equities
- Valuation
Yuanpei Liu's Summary
Yuanpei Liu, based in Geneva, GE, CH, is currently a Relationship Manager and Wealth Manager at Julius Baer, bringing experience from previous roles at University of Geneva and Credit Suisse. Yuanpei Liu holds a Certified International Investment Analyst CIIA @ AZEK - The Swiss Training Centre for Investment Professionals. With a robust skill set that includes Structured Products, Private Banking, Derivatives, Wealth Management, Portfolio Management and more, Yuanpei Liu contributes valuable insights to the industry. Yuanpei Liu has 2 emails and 1 mobile phone number on RocketReach.
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