Laurence Ntsama
Account Manager at Julius Baer | Zurich, Zurich, Switzerland
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Laurence Ntsama currently excels as an Account Manager at Julius Baer, where she leverages over a decade of expertise in private banking and international wealth management to deliver exceptional client service. In her role, Laurence plays a pivotal part in managing high-net-worth client portfolios, ensuring seamless onboarding, ongoing account management, and smooth offboarding processes—all while maintaining strict adherence to regulatory compliance standards such as CDB, KYC, and AML. Her deep understanding of the financial markets, combined with her proficiency in asset allocation and portfolio assessment, enables her to provide tailored wealth management solutions that align with her clients’ strategic objectives.
At Julius Baer, Laurence is proactive in supporting clients independently, handling complex inquiries related to securities transactions, payments, and cash management with professionalism and precision. She leads client meetings with a focus on thorough documentation, compliance requirements, and transparent communication, fostering trust and long-term relationships. Her expertise extends to processing client orders efficiently, ensuring timely execution while adhering to anti-money laundering protocols and KYC verification procedures.
Laurence’s skill set encompasses a broad spectrum of industry-specific areas, including stock exchange operations, offboarding procedures, and customer relationship management (CRM). Her comprehensive approach to relationship management, combined with her knowledge of financial markets and wealth management strategies, positions her as a trusted advisor for her clients. Her dedication to delivering holistic service—covering everything from portfolio assessment to asset allocation—ensures that her clients’ financial goals are met with confidence and professionalism.
Account Manager at Julius Baer in February 2023 to Present
Client Servicing - Wholesale Switzerland at J. Safra Sarasin in August 2022 to January 2023
Client Lifecycle Management (CLM) Specialist at Quintet Switzerland in July 2021 to July 2022
Client Onboarding Specialist - Private Banking at Goldman Sachs in July 2020 to June 2021
Account Manager - KYC Analyst at Julius Baer in January 2019 to December 2019
Portfolio Performance Analyst at Peritus Investment Consulting Firm in May 2017 to October 2018
Wealth Management Assistant, Coutts Residual Business (Wind Down) at Coutts in November 2015 to September 2016
External Asset Managers Assistant at RBS International in August 2010 to October 2015
Corporate Actions Officer at BNP Paribas Switzerland in March 2010 to July 2010
Corporate Actions Officer at Banque Lombard Odier & Cie SA in November 2008 to May 2009
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Skilled Multi-tasker
Administration
Customer Retention
Customer Lifecycle Management
Avaloq Banking Suite
Payments
FX Operations
Stock Exchange
Offboarding
Performance Reviews
Performance Analysis
Consultancy Services
Morningstar
Portfolio Performance Analysis
Portfolio Assessment
Asset Allocation
Performance Reporting
Account Management
Portfolio Management
Asset Management
LexisNexis
WORD CHECK
CDB
Front Office Support
Operations Management
Middle Office Operations
Opening New Accounts
Wealth Management Services
Client Onboarding
Customer Onboarding
KYC Verification
Anti-Money Laundering
Project Management
Document Review
Customer Relationship Management (CRM)
Regulatory Compliance
Commercial Banking
Business Relationship Management
Wealth Management
Financial Services
Cash Management
Private Banking
Credit Analysis
KYC
Financial Markets
Anti Money Laundering
Transactions Monitoring
KYC REVIEWING
Perforfolio Performance Monitoring
Gestion de portefeuille
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Discover more about Julius BaerWhat is Laurence Ntsama email address?
Email Laurence Ntsama at [email protected]. This email is the most updated Laurence Ntsama's email found in 2026.
How to contact Laurence Ntsama?
To contact Laurence Ntsama send an email to [email protected]. (updated on April 10, 2025)
What company does Laurence Ntsama work for?
Laurence Ntsama works for Julius Baer
What is Laurence Ntsama's role at Julius Baer?
Laurence Ntsama is Account Manager
What is Laurence Ntsama's Phone Number?
Laurence Ntsama's phone (**) *** *** 177
What industry does Laurence Ntsama work in?
Laurence Ntsama works in the Banking industry.
Laurence Ntsama Email Addresses
Laurence Ntsama Phone Numbers
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