Carole Millet
Tell me more about Carole Millet?
Carole Millet is a highly experienced Investment Advisor with over 20 years of experience in Private Banking. She has a strong background in portfolio management, private banking, investments, asset management, and wealth management. Carole is known for her ability to match companies' values and objectives, align SRI principles with their interests, and her entrepreneurial approach to investment is evident in her work. She has worked in various roles, including Senior Investment Advisor, Sustainable Investments Lead & Advisory, and Senior Investment Consultant, in reputable companies such as Syz Group and UBP. Carole is client-centric, reliable, and highly knowledgeable in financial instruments.
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About
As regulations and awareness about responsible investments are mounting, so the need to perfectly match the companies’ values and objectives to capture this opportunity. A successful integration offers many advantages: financial, brand’s improvement, clients capture, strengthening of the work force. And the Swiss Financial sector has a huge role to play. After having successfully launched the first IBRD bond linked to SDGs, various certificates to raise awareness on biodiversity protection, and implemented ESGs in the Wealth Management teams, I decided to devote all my time to align SRI principles to clients’ and company’s interests. I am an entrepreneurial, positive and creative Investment Advisor with successful experience as a team leader and with more than 20 years in Private Banking. Excellent in solving problems and motivating colleagues, I adapt pro-actively the team objectives with the Company strategy to achieve performance. Client centric and reliable, I am highly knowledgeable in financial instruments. My new areas of interests are the integration of ESG ratings using Artificial Intelligence, and a financial project linked to social integration within Swiss firms.
...See MoreWork Experience
Sustainable Investments Lead | Advisory
Financial Services
Carole Millet's Professional Milestones
- Senior Investment Consultant - Southern Europe (2013-11-01~2016-10-01): Provided strategic advice and solutions to clients, optimizing their investment portfolios to meet their investment goals.
- International Advisory Senior Manager Of The Indirect Advisory And Sia For Spain And Latin America (2012-08-01~2013-10-01): Achieved significant international partnerships and delivered insightful international advisory services to global clients.
Skill
Portfolio Management
Private Banking
Investments
Asset Management
Wealth Management
Financial Markets
Banking
Wealth Management Services
Investment Advisory
Financial Advisory
Fixed Income
Finance
Equities
Derivatives
Structured Products
Hedge Funds
Strategy
Asset Allocation
Portfolio Optimization
Alternative Investments
Financial Services
Bonds
Investment Strategies
Portfolio Performance Analysis
Financial Instruments
Wealth
Investment Management
Fx Options
Mutual Funds
Certification
Colleagues
Angela Perez
chief business officer banque syz
Boris Chave
coo at bank syz sa
Yvan Gaillard
ceo at bank syz sa caia & ciia
Pascal Roessli
Chief Risk Officer
Ines Morand
corporate secretary and senior executive assistant to the group ceo at syz group
Other Named Carole Millet
Frequently asked questions
We found 4 Carole Millet's email addresses
We found 1 Carole Millet's phone numbers
Carole Millet's social media include: Linkedin,
Carole Millet works for Syz Group
Carole Millet's role in Syz Group is Sustainable Investments Lead | Advisory
Carole Millet works in the industry of Financial Services
Carole Millet's colleagues are Angela Perez,Boris Chave,Yvan Gaillard
Carole Millet's latest job experience is Sustainable Investments Lead | Advisory at Syz Group