Yousri Swali
About Yousri Swali
Yousri Swali is a seasoned professional in wealth management, currently serving as a Client Advisor and Director at UBS in Geneva. He has extensive experience in banking and finance, with a background that includes various roles in organizations such as Color my Geneva and BCGE.
Work at UBS
Yousri Swali currently holds the position of Client Advisor and Director in Wealth Management Switzerland at UBS in Geneva. He has been with UBS since 2018, accumulating over six years of experience in various roles within the organization. His previous role at UBS was as Key Talent, where he worked for six months in Carouge. Swali's extensive experience in wealth management has equipped him with the skills necessary to advise clients effectively on financial matters.
Education and Expertise
Yousri Swali has a strong educational background in banking and finance. He studied at the Centre for Young Professionals in Banking, earning a diploma from the Swiss Bankers Association and the European Foundation Certificate in Banking between 2006 and 2009. He also attended UBS University, where he achieved a Wealth Management Diploma in 2019. Additionally, he studied at Kalaidos Banking+Finance School, obtaining a diploma in banking economics from 2011 to 2014.
Background
Swali began his career in banking as an apprentice at BCGE, where he worked from 2006 to 2009. He progressed through various roles at BCGE, including Client Advisor and Assistant Credit Manager. His experience spans over a decade in the banking sector, with a focus on client advisory and financial services. In addition to his banking career, he has been involved in community service as a volunteer with the Croix-Rouge genevoise from 2015 to 2017.
Current Involvement and Memberships
In addition to his role at UBS, Yousri Swali is actively involved in several organizations. Since 2021, he has been a member of Sportif in Ittigen, Switzerland, and an associate at Time for the Planet in Lyon, France. He has also been a member of PLR Les Libéraux-Radicaux Chêne-Bourg since 2020 and serves on the committee since 2021, contributing to local political initiatives and community development.
Previous Experience
Before his current roles, Yousri Swali worked at Color my Geneva as an associate and project manager between 2015 and 2017. He also held various positions at BCGE, including Client Advisor and Deputy Branch Manager, from 2010 to 2018. His diverse experience in banking and project management has provided him with a comprehensive understanding of financial services and client relations.