Olivier Gröflin
About Olivier Gröflin
Olivier Gröflin is an Executive Director and Client Investment Specialist at UBS, where he has worked since 2016, focusing on wealth management for affluent clients. He has extensive experience in investment solutions and has held various leadership roles within UBS since 1999.
Work at UBS
Olivier Gröflin has held multiple positions at UBS since 1999, demonstrating a long-standing commitment to the organization. He currently serves as a Client Investment Specialist für vermögende Kunden (Executive Director) in Basel, a role he has occupied since 2016. Prior to this, he worked as Head Sales & Distribution für Mandate & Anlagefonds from 2010 to 2016, overseeing sales strategies across various Swiss regions. His earlier roles included serving as Ausbilder (Associate Director) from 1999 to 2001 and as Regional Sales Professional (Director) from 2001 to 2010, where he focused on sales and client relationship management.
Current Role at CareOne
Since 2020, Olivier Gröflin has been involved with CareOne as VR & Gründer in Allschwil, Basel-Landschaft. In this capacity, he contributes to the strategic direction and operational management of the company. His experience in wealth management and client relations informs his approach to business development and client engagement at CareOne.
Education and Expertise
Olivier Gröflin studied at Höhere Fachschule für Wirtschaft, where he earned a Betriebswirtschafter HF degree from 1995 to 1998. He furthered his education at ZHAW Zürcher Hochschule für Angewandte Wissenschaften, achieving a Betriebsausbilder IAP qualification from 2000 to 2001. His educational background supports his expertise in holistic advisory and sales of investment solutions, particularly within the Wealth Management and Retail segments.
Professional Background
Before joining UBS, Olivier Gröflin worked as a Client Relationship Manager at Schweizerische Treuhandgesellschaft AG from 1997 to 1999. His career at UBS spans over two decades, during which he has developed strong acquisition skills and assertiveness across various regions in Switzerland. His bilingual proficiency in German and French enhances his ability to communicate effectively with a diverse client base.
Achievements in Wealth Management
Olivier Gröflin has a proven track record of success in wealth management, particularly in sales and client advisory roles at UBS. His experience spans multiple regions in Switzerland, where he has demonstrated effective sales strategies and client relationship management. His extensive background in investment solutions positions him as a knowledgeable resource for high-net-worth clients.