Avnish Sharma

CEO

Singapore, Singapore20 yrs 1 mo experience
Most Likely To SwitchHighly Stable

Key Highlights

  • 18 years of experience in wealth management.
  • Expert in providing investment solutions to high net worth clients.
  • Strong advocate for diversity and inclusion.
Stackforce AI infers this person is a Wealth Management expert with a focus on high net worth client advisory.

Contact

Skills

Core Skills

Wealth ManagementPrivate Banking

Other Skills

LeadershipManagementRelationship ManagementFinanceRisk ManagementPortfolio ManagementInvestment AdvisoryBankingCommercial BankingCredit AnalysisFinancial MarketsInvestment BankingCreditRetail BankingCredit Risk

About

I am an accomplished banker with over 18 years of experience in wealth management. In my current role, I provide investment and advisory solutions to high net worth individuals, families and corporate clients in South Asia. I build enduring relationships with clients, colleagues and the wider business network. I partner with teams of product specialists to address the diverse needs of my clients. I have experience across asset classes such as fixed income, equities, forex & alternatives. All views & opinions expressed are my own. The opinions expressed here belong solely to me and do not reflect the views of my employer.

Experience

20 yrs 1 mo
Total Experience
6 yrs 8 mos
Average Tenure
10 yrs 1 mo
Current Experience

Ubp - union bancaire privée

Managing Director - Private Banking

Apr 2016Present · 10 yrs 1 mo · Singapore

LeadershipManagementPrivate BankingRelationship ManagementWealth Management

Coutts

Vice President - Private Banking

Jan 2011Jan 2016 · 5 yrs · Singapore

Citi

Relationship Manager

Jan 2005Jan 2010 · 5 yrs · Singapore

Education

Udemy

Cyber Security for Absolute beginners

Jan 2023Jan 2023

INSEAD

Insead Gender Diversity Programme

Jan 2019Present

Harvard Online

Contract Law : From Trust to Promise to Contract

Narsee Monjee College of Commerce and Economics

Bachelor of Commerce (B.Com.) — Accountancy

University of Mumbai

Masters in Management Studies (MMS) — Marketing

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