Summary
Overview
Work History
Education
Skills
Timeline
Generic

Sergey DEMENTIEV

Richterswil

Summary

With over three decades of wealth and investment management expertise, I have a proven track record in growing a high-value client base, particularly in Eastern Europe, for prestigious firms like Credit Suisse. My bilingual proficiency in English and Chinese, alongside my native Russian, complements my deep cultural understanding and solid investment acumen.

Overview

38
38
years of professional experience

Work History

Director - Senior Relationship Manager

And Private Wealth SA
Zurich
07.2014 - 07.2024
  • Eastern Europe matket buiness devlopment
  • New client acquisition and retention
  • Sale of discreationary and advisory investment solutions
  • Relatios with other service providers within and outside the group
  • Maintaining a strong compliance and risk management

Senior Relationship Manager

Aspemont Capital AG
Zurich
05.2014 - 06.2014
  • Russian maket business development
  • New client acquisition
  • Family office services

Vice President - Senior Banker

Barclays Bank (Suisse) SA
Zurich
10.2012 - 04.2014
  • Wealth & Investment Management: Eastern Europe markt business development
  • New client acquisition and retention
  • Sale of discretionary and advisory investment solutions

Vice President - Senior Relationship Manager

Credit Suise
Zurich
06.2010 - 08.2012
  • Private Banking UHNWI: Eastern Europe market business development
  • Acquisition and retention of Ultra High Net Worth clients
  • Complt wealth management ssolution

Associate Director, Financial Institutions Rating

Standard & Poor's
London
03.2009 - 05.2010

Vice President, IB Credit Risk Management

Credit Suisse
London
09.2003 - 03.2009

Vice President, IB Credit Risk Management

Deutsche Bank
London
02.2003 - 08.2003

Associate Director, IB Credit Risk Control

UBS
London
09.1997 - 02.2003

Head of Financial Institutions

ING Bank Eurasiaa
Moscow
06.1997 - 07.1997

Head of Correspondent Banking

Credit Suisse (Moscow) Ltd
Moscow
10.1994 - 04.1997

Associate, Treasury & Correspondent Banking

Bank Evrofinance
Moscow
08.1993 - 08.1994

Deputy Director, Advisory & Training

Vnesheconombank
Moscow
09.1992 - 08.1993

Senior Analyst, Lab. of Chinese Economic Reformf

Institute of the Far East, Russian Academy of Sciences
Moscow
09.1986 - 08.1992

Education

Ph.D. - Economics

iRussian Acadmy of Sciences
Moscow
01-1990

Trainee Diploma - Economics

Beijing Univesity, Schoolof Economics
Beijing
01-1989

Bachelor of Science - History

Institute of Asian & African Studies, Moscow State
Moscow
01-1986

Skills

  • 32 years of wealth and investment management experience
  • Deep understanding of Eastern European culture, having worker in the region all my career
  • Solid track record in developing a book of business consisting of Hight/Ultra High Net Worth clients
  • Solid understanding of investments, banking and family office solutions
  • Russian (mother tongue), English and Chiness (fluent)

Timeline

Director - Senior Relationship Manager

And Private Wealth SA
07.2014 - 07.2024

Senior Relationship Manager

Aspemont Capital AG
05.2014 - 06.2014

Vice President - Senior Banker

Barclays Bank (Suisse) SA
10.2012 - 04.2014

Vice President - Senior Relationship Manager

Credit Suise
06.2010 - 08.2012

Associate Director, Financial Institutions Rating

Standard & Poor's
03.2009 - 05.2010

Vice President, IB Credit Risk Management

Credit Suisse
09.2003 - 03.2009

Vice President, IB Credit Risk Management

Deutsche Bank
02.2003 - 08.2003

Associate Director, IB Credit Risk Control

UBS
09.1997 - 02.2003

Head of Financial Institutions

ING Bank Eurasiaa
06.1997 - 07.1997

Head of Correspondent Banking

Credit Suisse (Moscow) Ltd
10.1994 - 04.1997

Associate, Treasury & Correspondent Banking

Bank Evrofinance
08.1993 - 08.1994

Deputy Director, Advisory & Training

Vnesheconombank
09.1992 - 08.1993

Senior Analyst, Lab. of Chinese Economic Reformf

Institute of the Far East, Russian Academy of Sciences
09.1986 - 08.1992

Ph.D. - Economics

iRussian Acadmy of Sciences

Trainee Diploma - Economics

Beijing Univesity, Schoolof Economics

Bachelor of Science - History

Institute of Asian & African Studies, Moscow State
Sergey DEMENTIEV