Jiri V.
About Jiri V.
Jiri V. serves as the Director of Global Wealth Management at UBS in Zurich, Switzerland, a position he has held since 2021. With extensive experience in banking and investment management, he has previously worked at notable institutions including Credit Suisse and Citi.
Work at UBS
Jiri V. has been serving as a Director in Global Wealth Management at UBS since 2021. Based in Zurich, Switzerland, he focuses on providing tailored investment advice and comprehensive financial services to high-net-worth and ultra-high-net-worth clients. His role involves actively acquiring and growing assets under management, specifically targeting clients in the Central and Eastern Europe region.
Previous Employment at Credit Suisse
Before joining UBS, Jiri V. worked at Credit Suisse as a Senior Relationship Manager, Vice President from 2018 to 2021. During his tenure, he developed strong customer relationship management strategies that enhanced business participation in both banking and private equity sectors. His experience at Credit Suisse contributed to his expertise in managing client relationships and investment portfolios.
Career Background in Banking
Jiri V. has a diverse background in banking and finance, having held various positions across multiple institutions. He worked at Citi as a Corporate Salesperson, Vice President in Global Markets from 2006 to 2014. He also served as Head of Treasury Sales at UniCredit Bank Czech Republic and Slovakia, a.s. from 2005 to 2006. His early career included roles at eBanka, a.s. and Česká spořitelna, where he gained foundational experience in financial services.
Education and Expertise
Jiri V. earned a Master's degree in International Relations and Affairs from the University of Economics in Prague, where he studied from 1997 to 2003. His academic background has equipped him with a strong understanding of international finance and economic relations, which he applies in his professional roles. His expertise includes investment management, customer relationship management, and strategic financial advisory.
Achievements in Investment Management
Throughout his career, Jiri V. has played a significant role in various investment management initiatives. Notably, he contributed to the acquisition of Bronswerk Heat Transfer, focusing on enhancing the company's value profile. His ability to establish effective working relationships with top management has facilitated synergy in project execution, particularly in private equity roles.