See How Many Clients You're Missing Each Month

Simply enter your business email & Topline AI Agent will show you.

VC

Valentin Rosset Cwma

Conseiller Private Banking Senior - Fondé de pouvoir - CWMA at BCF - Banque Cantonale de Fribourg
Intro Book
Seasoned private banker with CWMA certification and expertise in investments and wealth management.
  • Claim this Profile
Location
Bulle, Fribourg, Switzerland, CH
Languages
  • french Native or bilingual proficiency
  • english Full professional proficiency
  • Allemand Professional working proficiency
Skills
  • Private Banking
  • Investments
  • Financial Markets
  • Investissements
  • Gestion De Patrimoine
  • Show all
image
image

Refer a Friend to Get
100 Credits For FREE

Refer a Friend Now

Bio

Generated by
Topline AI
Valentin Rosset Cwma is a seasoned private banking professional with expertise in investments, financial markets, and wealth management. He holds a CWMA certification and has worked with prominent institutions such as BCF, ISFB, and BCV. With a strong background in Swiss finance, he has honed his skills in private banking, succession planning, and tax advisory.

Credentials

  • CWMA
    Kalaidos Fachhochschule Schweiz
    Jul, 2019
    - Apr, 2026

Experience

  • BCF - Banque Cantonale de Fribourg
    • Bulle, Fribourg, Suisse
    • Conseiller Private Banking Senior - Fondé de pouvoir - CWMA
      • Dec 2020 - Present
      • Bulle, Fribourg, Suisse

      Conseiller Private Banking Senior CWMA en charge d'un portefeuille clients HWNI et UHWNI pour la région Gruyère (sud du canton de Fribourg)

  • ISFB - Institut Supérieur de Formation Bancaire
    • Genève, Suisse
    • Expert SAQ CWMA
      • Nov 2022 - Present
      • Genève, Suisse

      Expert SAQ CWMA pour l'examen oral de certification SAQ des Conseiller Private Banking en Suisse Romande

  • Fribourg Global Online BNI
    • Fribourg, Suisse
    • Membre
      • Dec 2022 - Apr 2024
      • Fribourg, Suisse

      BNI Fribourg Global Online regroupe des entrepreneurs du Canton de Fribourg et d'ailleurs. Nos séances se font en partie par visio-conférence ou en présentielles chaque vendredi dès 6h30.

  • BCV
    • Switzerland
    • Banking
    • 700 & Above Employee
    • Conseiller Private Banking Global Accounts - Fondé de pouvoir - SAQ certified
      • Sep 2012 - Dec 2020

      Conseiller Private Banking pour la clientèle HNWI de la région Riviera VaudoisePrivate Banking Onshore

    • Conseiller PB Key Clients onshore - mandataire
      • 2009 - Sep 2012

      Conseiller Private Banking pour la clientèle HNWI et UHNWI dans le département Key Clients de la BCV.Co-gestion des portefeuilles de deux conseillers apporteurs d'affaires

    • Junior advisor
      • 2003 - 2009

      Assistant conseiller Private Banking pour la clientèle HNWI et UHNWI du Directeur du Private Banking de la BCV

Education

  • AZEK - The Swiss Training Centre for Investment Professionals
    certificat Azek ESG-CA, Finance durable
  • 2018 - 2019
    Kalaidos Fachhochschule Schweiz
    SAQ certification
  • 2010 - 2013
    Azek
    CIWM, wealth management
  • 2005 - 2008
    EFBF
    Federal Certificate, Financial planning
  • 1999 - 2001
    Université de Fribourg/Universität Freiburg
    Law
  • 1995 - 1998
    Gambach
    Maturité E, Economics

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Banking”

Looking to Create a Custom Project?

Need a custom project? We'll create a solution designed specifically for your project.

Get Started

References

Social Profiles

Community

You need to have a working account to view this content. Click here to join now

Similar Profiles