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Julius Baer sends local staff to Switzerland for training

Three Julius Baer Bank & Trust (Bahamas) Ltd employees spend time in Zurich, Lugano and Geneva for culture exchange and to build relationships with group colleagues. 

Friday, November 18, 2011
Friday, November 18, 2011

Furthering employees experience and education is a key step in delivering outstanding client services, which is why Julius Baer Bank & Trust (Bahamas) Ltd has facilitated the training of three of its employees in Switzerland.

The most recent participant in the cross-training exercise is Tiffany Jones, one of the bank’s junior relationship managers.

Jones is presently completing a two-month training programme in Zurich. She returns to The Bahamas in December.

“Although a significant portion of development within this industry comes from education and experience, a large part also comes from the cross-cultural, inter-relationships one builds along the way,” says Jones. “It is important to provide Bahamian private banking professionals with an international training opportunity.”

In Zurich, Jones is working with a team of relationship managers and partaking in the day-to-day business of portfolio management and investment advisory. Moreover, she gets to meet with key colleagues, including the Julius Baer Group chief executive officer Boris Collardi.

Jones is following in the footsteps of co-workers Anna Zywiolek and Sharon Lafleur.

Zywiolek, an assistant relationship manager, spent three and a half months in Lugano in late spring. Aside from being an active participant in the company’s workforce, Zywiolek also used the opportunity to improve her Italian, which is her third language.

During the summer months, junior relationship manager Lafleur completed a two-month training circuit in both Geneva and Zurich. While there, she had the opportunity to meet clients and colleagues in addition to working alongside the relationship managers in each city.

Lafleur also delivered presentations on the Nassau-based bank and the Bahamas’ financial services sector. She also took conversational French classes to improve her second language skills.

According to Patrick Feuz, CEO of Julius Baer Bank & Trust (Bahamas) Ltd, sending key talent for training to sister companies not only enriches their employment experience by creating extra motivation, but also generates added value for the bank’s sophisticated clients, who appreciate being serviced by multilingual and multicultural investment professionals.

“Infusing our local staff with international exposure serves to further improve the service excellence our clients deserve,” says Feuz. “Additionally, it gives us a tremendous opportunity to promote our Nassau-based bank, as well as The Bahamas financial centre within the Julius Baer Group.”


The Bahamas Financial Services Board (BFSB) celebrated the 11th anniversary of its Industry Excellence Awards programme on November 11, at a gala dinner held at the Sheraton Nassau Beach Resort.

Citi has announced that it has been named World's Best Internet Bank for 2011 by Global Finance magazine, according to Market Watch website.

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