Bertrand Volery
About Bertrand Volery
Bertrand Volery serves as the Responsable Clientèle Le Privé Nord Vaudois at UBS, a position he has held since 2015 in Zurich, Switzerland. He has extensive experience in the finance sector, having previously worked at Credit Suisse and studied at Columbia Business School.
Work at UBS
Bertrand Volery has been employed at UBS since 2015, serving as Responsable Clientã Le Privã E Nord Vaudois. In this role, he oversees client relationships and services in the Nord Vaudois region. His tenure at UBS has spanned nine years, during which he has contributed to the firm's client management strategies in Zurich, Switzerland.
Previous Experience at Credit Suisse
Before his current position at UBS, Bertrand Volery held several roles at Credit Suisse. He served as Head of Mortgage Center Vd from 2013 to 2014, where he managed mortgage services. Prior to that, he was Responsable Clientã Le Privã E Rà Gion Neuchà Tel from 2006 to 2013, focusing on private client services in the Neuchâtel region.
Education and Expertise
Bertrand Volery studied at Columbia Business School, which provided him with a strong foundation in business management and finance. His educational background supports his expertise in client management and financial services, particularly in the private banking sector.
Career Progression
Bertrand Volery's career has shown a consistent focus on client management within the financial services industry. His roles have progressed from managing private client services at Credit Suisse to leading mortgage services and ultimately returning to UBS in a senior client management position.