About Sebastiaan
Vous recherchez un conseiller patrimonial de premier rang, indépendant et réellement aligné avec vos intérêts ?
Fort de plus de 12 ans d’expérience en gestion de fortune privée au sein de banques internationales de renom (Credit Suisse, Julius Baer, EFG, Barclays), j’accompagne aujourd’hui mes clients en freelance avec un objectif clair :
👉 optimiser, protéger et structurer leur patrimoine sur le long terme.
J’offre un service d’exception sur-mesure, couvrant :
gestion des investissements
planification financière globale
structuration fiscale
solutions de crédit
coordination patrimoniale complète
Vous bénéficiez des standards de la grande banque privée, avec plus de flexibilité, de transparence et de proximité.
French
Native or bilingual
English
Native or bilingual
German
Conversational
Dutch
Conversational
Can work on-site
Genève (up to 50km)
Experience
- Privaxis Services SARelationship Manager, External Asset ManagementJanuary 2025 - Today (1 year and 5 months)Echichens, VD, Switzerland Successful acquisition and onboarding of new clients for the company Full administrative responsibility of the clients' portfolios Execution of client orders (trading, lending, crypto etc.) Preparation of investment proposals
- Julius Baer Group LtdPrivate Wealth ManagerJanuary 2023 - January 2024 (1 year)Geneva, Switzerland Acquisition and development of new clients for the bank Full administrative responsibility of the clients' portfolios Execution of client orders (trading, lending, crypto etc.) Preparation of investment proposals
- Credit-Suisse AGClient ManagerPRIVATE EQUITYJanuary 2020 - January 2023 (3 years)Geneva, Switzerland Management of a key client of the bank's relationship. Principal point of contact for all clients requests and coordination with the various teams internally. Responsible of executing clients' orders in a timely manner Preparation and presentation of complex investment proposals Coordination et gestion du risque et compliance pour le management
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Education
- Licence en gestion de fortuneSwiss Association of Quality2022Licence en gestion de fortune
- Financial markets course with Prof. Robert ShillerYale University2024Financial markets course with Prof. Robert Shiller