Aurelien Challabert
Relationship Manager at Edmond de Rothschild | Geneva, Geneva, Switzerland
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Aurelien Challabert currently serves as a Relationship Manager at Edmond de Rothschild, where he plays a pivotal role in fostering strong client relationships and delivering tailored financial solutions. Leveraging over 11 years of experience in the financial industry, Aurelien combines his expertise in client relations, financial analysis, and market research to support high-net-worth individuals and institutional clients in achieving their investment objectives. His deep understanding of alternative investments and mutual funds allows him to advise clients on diversified portfolio strategies that align with their risk appetite and long-term goals.
In his role, Aurelien is actively involved in comprehensive client needs assessments, utilizing his skills in financial analysis and performance evaluation to identify opportunities for portfolio optimization. His proficiency with tools such as Lotus Notes and Reuters enhances his ability to perform detailed income statement analysis, cash reconciliation, and settlement processing efficiently. Aurelien’s expertise in netting processing and income statement analysis ensures accurate and timely reporting, which is critical for maintaining client trust and compliance.
Key projects under his leadership include the development of customized investment strategies incorporating alternative assets, and the implementation of performance analysis frameworks to monitor and enhance portfolio performance. His strong analytical skills and industry knowledge enable him to navigate complex market environments, providing clients with insightful advice rooted in thorough market research and performance analysis. Aurelien’s dedication to client service, combined with his technical expertise, positions him as a trusted advisor committed to delivering innovative investment solutions and fostering long-term client relationships at Edmond de Rothschild.
Relationship Manager at Edmond de Rothschild in July 2023 to Present
Private Banking & Wealth Management - International Private Client Advisor Assist. at Edmond de Rothschild in October 2021 to July 2023
Middle Office Specialist at Edmond de Rothschild in November 2017 to October 2021
Alternative Investments and Mutual Funds Dealing at SYZ Bank in July 2016 to October 2017
Trader Hedge Fund - Mutual Fund & Liquidity Analyst at HSBC Private Bank (Suisse) SA in June 2014 to June 2016
Trade Management Front Office Solution (Funds Department) at CACEIS in May 2013 to April 2014
Relationship Manager Business Clients at Natixis in January 2012 to March 2013
Business & Individual Relationship Manager at Groupe Crédit du Nord in September 2009 to May 2011
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CAIA Association, CAIA Certification, October 2026
Pierre Mendès-France University, Master Economic Engineering, October 2026
Pierre Mendès-France University, Bachelor's degree, October 2026
Lycée Vaucanson, October 2026
Lycée Louis-Armand, October 2026
CAIA Association, Financial Certification, October 2026
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Gestion des liquidités
Fonds mutuel
Investissements alternatifs
Trading
Métaux précieux
Caia
Analyse des performances
Visual Basic for Applications (VBA)
Conseil financier
Gestion de portefeuille
FactSet
Hedge Funds
Visual Basic
Avaloq
Cash Management
Credit Risk
Mutual Funds
Securities
Financial Analysis
Sales
Project Management
Portfolio Management
MS Office
Bloomberg
Citrix
Lotus Notes
Microsoft Office
English language
Settlement
Cash Reconciliation
Credit Advisory
Relationship Manager
French Mother tongue
Balance Sheet Analysis
Income Statement Analysis
Database Maintenance
Paiements SWIFT
Telekurs
Countinuous Linked Settlement system
Kondor System
BIMAS
Reuters
Forex Processing
Loans Processing
Deposit Processing
Netting Processing
Credit Analyst
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Discover more about Edmond de RothschildWhat is Aurelien Challabert email address?
Email Aurelien Challabert at [email protected], [email protected] and [email protected]. This email is the most updated Aurelien Challabert's email found in 2026.
What is Aurelien Challabert phone number?
Aurelien Challabert phone number is +41768164547.
How to contact Aurelien Challabert?
To contact Aurelien Challabert send an email to [email protected], [email protected] or [email protected]. If you want to call Aurelien Challabert try calling on +41768164547. (updated on April 11, 2025)
What company does Aurelien Challabert work for?
Aurelien Challabert works for Edmond de Rothschild
What is Aurelien Challabert's role at Edmond de Rothschild?
Aurelien Challabert is Relationship Manager
What industry does Aurelien Challabert work in?
Aurelien Challabert works in the Financial Services industry.
Aurelien Challabert Email Addresses
Aurelien Challabert Phone Numbers
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