Cédric Chervaz
About Cédric Chervaz
Cédric Chervaz serves as the Associate Director and Client Advisor for CWMA Wealth Management International France & Belgium at UBS, where he has worked since 2016. He has developed a significant portfolio and contributed to client retention efforts while maintaining compliance with regulations.
Work at UBS
Cédric Chervaz has been serving as Associate Director - Client Advisor for CWMA Wealth Management International France & Belgium at UBS since 2016. His role is based in Basel, Switzerland, where he has developed a portfolio exceeding USD 380 million, focusing on France domiciled clients and Belgium domiciled clients. He has also participated in various client retention initiatives, demonstrating his commitment to maintaining client relationships despite staffing challenges within the office. Previously, he held positions as a Graduate Trainee in Wealth Management International France and UHNW Valais at UBS.
Education and Expertise
Cédric Chervaz holds a Bachelor of Science in Business Administration from the University of Applied Sciences Western Switzerland - Valais, completed between 2008 and 2012. He also achieved a Master of Science in Business Administration (MScBA) from the same institution from 2012 to 2014. Earlier in his education, he obtained a Maturité Professionnelle Commerciale from École Supérieure de Commerce St-Joseph, Monthey, from 2002 to 2007. His academic background provides a solid foundation for his expertise in wealth management and client advisory.
Background
Cédric Chervaz began his career as a trainee at the State of Valais, where he worked as an MPC Trainee from 2006 to 2007. Following this, he served in the Swiss Armed Forces as a Logistics soldier for nine months in 2007-2008. His initial experience in the financial sector includes a Graduate Trainee position at UBS in Wealth Management International France for six months in 2016, after which he transitioned into his current role.
Achievements
In his role at UBS, Cédric Chervaz has achieved a revenue increase of 7.6% year-to-date in 2021 through effective cash conversion strategies. He acts as a Digital Ambassador for the France & Belgium markets and serves as an FX champion for the French desk in Basel. Additionally, he has contributed to fostering an effective risk culture within his team by ensuring compliance with relevant regulations and policies. His efforts have been instrumental in navigating the challenges posed by non-replaced departures of client advisors since 2017.