Valérie Bérard
Director | Relationship Manager

With over 15 years of experience in various roles in private banks and with external asset managers in Switzerland, Valérie Bérard is specialized in Wealth Management Services for Ultra and High Net Worth individuals in various key markets. Through a great eye for details, she balances a deep understanding for growing customer needs and the ever more demanding drivers of the financial industry.


Contact

Tel. +41 58 513 89 96 / Zurich
valerie.berard@leovest.com

LinkedIn


Areas of Expertise

  • Client Relationship Management
  • Problem solving
  • Holistic thinking

Curriculum Vitae

    Work experience
  • 2024- LeoVest Partners AG, Director, Relationship Manager
  • 2021-2024swisspartners AG, Junior Relationship Manager
  • 2018-2021Edmond de Rothschild, Junior Relationship Manager
  • 2011-2018Credit Suisse, Assistant Relationship Manager
    Education
  • 2017-2018Zurich University, CAS in sustainable finance
  • 2013Standford University, studies in leadership and decision making
  • 2009-2012HEC Lausanne University, M. Sc. Business Administration

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