J. Safra Sarasin
Jean-Bernard Crelier, CFA, has extensive experience in client relationship management and investment advisory roles, currently serving as Executive Director and Senior Client Relationship Manager at Bank J. Safra Sarasin Ltd since September 2017. Prior to this role, positions included Director at Deutsche Bank and Rothschild & Co, highlighting a career dedicated to financial services and pension fund management, with board member and investment committee roles at various pension foundations. Additionally, Jean-Bernard contributed to the education sector as a CFA instructor in economics at ISFB. Educational qualifications include a Master of Science in Economics from HEC Lausanne, a Certificate of Studies in Financial Economics from the Stockholm School of Economics, a CFA designation, and a Fundamentals of Alternative Investments Certificate from the CAIA Association.
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J. Safra Sarasin
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As an international group committed to sustainability, J. Safra Sarasin is well established through its banks in more than 25 locations in Europe, Asia, the Middle East and Latin America. A global symbol of private banking and wealth management tradition, the group emphasises security and well-managed conservative growth for its clients. J. Safra Sarasin is a leading sustainable private bank, offering all the advantages of the Swiss banking environment together with dynamic and personalised advisory services focusing on opportunities in international financial markets. The Bank provides a high level of services and expertise when acting as investor advisor and asset manager for private and institutional clients. Financial strength, excellent client services and outstanding quality are therefore key elements of its corporate philosophy. J. Safra Sarasin’s most valuable capital is its employees. They are essential to the success of the organisation, now and in the future. Their technical expertise, professional qualifications and social skills are highly valued by the Group’s clients, Management and business partners. The success of J. Safra Sarasin depends on the enthusiasm and commitment of every one of its employees worldwide and J. Safra Sarasin is particularly keen to ensure that they are treated in a fair manner. At J. Safra Sarasin, employees are very much aware of their entrepreneurial responsibilities.