Katie Williams

Katie Williams

Assistant Manager Private Banking @ Lombard Odier

About Katie Williams

Katie Williams serves as the Assistant Manager of Private Banking at Banque Lombard Odier & Cie Sa in Geneva, Switzerland, where she has worked since 2011. With over a decade of experience in the Swiss financial sector, she specializes in managing high-net-worth client portfolios.

Work at Lombard Odier

Katie Williams has served as the Assistant Manager in Private Banking at Banque Lombard Odier & Cie Sa since 2011. With over 13 years in this role, she operates out of Geneva, Switzerland. Her responsibilities include managing high-net-worth client portfolios and implementing client relationship management strategies. Williams has contributed to enhancing client services and fostering strong relationships within the private banking sector.

Education and Expertise

Katie Williams holds a Bachelor's degree in Business Studies from the University of the West of England, where she studied from 2001 to 2005. Her educational background supports her extensive experience in private banking, particularly in managing high-net-worth client portfolios. This combination of education and practical experience has equipped her with the skills necessary to excel in the Swiss financial sector.

Background

Before joining Banque Lombard Odier, Katie Williams worked as a Private Banking Assistant at EFG Bank from 2008 to 2011. This role provided her with foundational experience in the private banking industry, allowing her to develop essential skills in client management and financial services. Her career trajectory reflects a commitment to the private banking sector in Switzerland.

Achievements

Throughout her career, Katie Williams has been instrumental in implementing client relationship management strategies at Lombard Odier. Her efforts have contributed to the firm's ability to maintain strong client relationships and enhance service delivery in the competitive private banking landscape.

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