Camille Fillon
About Camille Fillon
Camille Fillon is a Client Account Manager at UBS, where she has worked since 2018. She has a background in finance and client management, with previous roles at BNP Paribas, HSBC, and Edmond de Rothschild.
Current Role at UBS
Camille Fillon has been serving as a Client Account Manager at UBS since 2018. In this role, she manages and updates client files to reflect significant life events, ensuring that all information is current and accurate. She is responsible for preparing client files for scheduled interviews and drafts reports on clients' financial structures, which include life insurance and securities. Additionally, she ensures the accuracy of investment documents and profitability reports before they are sent to clients. Fillon has also developed and implemented HR procedures, including onboarding and welcome packs, enhancing the client experience at UBS.
Previous Experience at BNP Paribas and HSBC
Before her current position at UBS, Camille Fillon worked at BNP Paribas Personal Finance as Chargé de Recouvrement for six months in 2010. She also held multiple roles at HSBC, starting as Chargé D'Accueil from 2006 to 2008, followed by Attachée Commerciale from 2008 to 2010. During her time at HSBC, she gained valuable experience in client relations and commercial support, contributing to her skills in account management.
Experience in Wealth Management
Camille Fillon has experience in wealth management, having worked as Assistante Patrimoniale at Edmond de Rothschild (France) from 2013 to 2015 and at Cyrus Conseil from 2015 to 2017. In these roles, she supported financial advisors and assisted in managing client portfolios, which provided her with insights into client needs and financial planning.
Educational Background
Camille Fillon completed her education at Lycée Gustave Eiffel, where she studied Métiers du Tertiaire and achieved a Bac Professionnel from 2004 to 2006. She furthered her studies at the Centre de Formation de la Profession Bancaire, obtaining a BTS Banque with a focus on Option Marché du Particulier from 2006 to 2008. This educational foundation equipped her with essential knowledge in banking and finance.