Stéphane Mertz
About Stéphane Mertz
Stéphane Mertz is a Client Account Manager at Lombard Odier Group in Luxembourg, with extensive experience in wealth management and client services. He has held various roles in prominent financial institutions, including Credit Suisse and Svenska Handelsbanken, and has a solid educational background in business administration and finance.
Current Role at Lombard Odier
Stéphane Mertz serves as a Client Account Manager (fondé de pouvoir) at Lombard Odier Group since 2021. In this role, he is responsible for managing client accounts and ensuring effective communication between clients and the bank's various support functions. His position involves acting as a liaison between Relationship Managers and teams such as Client Registry, Compliance, Tariff, Tax, and Operations, facilitating the operational processes necessary for client account management.
Previous Experience at Credit Suisse
Stéphane Mertz has extensive experience at Credit Suisse (Luxembourg) SA, where he held multiple roles over a span of ten years. He worked as an Account Manager from 2006 to 2012, focusing on account onboarding, file documentation, order handling, and client reporting for Group and Multi-Entity accounts. He later served as an Assistant Relationship Manager for the Benelux and France regions from 2012 to 2016, and as a Client Advisor - AVP in Wealth Management for Ultra High Net Worth Individuals from 2016 to 2019.
Educational Background
Stéphane Mertz holds a Bachelor’s degree in Secrétariat de Direction with a focus on Administration from Haute École Robert Schuman (HERS), completed between 1992 and 1995. He furthered his education at Université de Lorraine, where he studied Economie, Gestion, and Administration des Affaires, achieving a Master 2 in Droit from 2014 to 2015. Additionally, he is currently studying at Febelfin Academy, focusing on Banque et Finance and Intermédiation bancaire since 2021.
Career Progression in Financial Services
Stéphane Mertz has built a diverse career in the financial services sector, beginning with his role as Head of Corporate Actions & Income Section (AVP) at Bank of Tokyo-Mitsubishi UFJ from 1996 to 2000. He then transitioned to various positions, including Fund Administrator and Senior Securities Officer at Svenska Handelsbanken SA, and a brief role at BGL BNP Paribas. His experience encompasses various aspects of client account management and operational support within the banking industry.