OCIM

Julien Serra

Chief Financial Officer

Talent wins games, but teamwork and intelligence wins championships

Michael Jordan

Julien supports OCIM Precious Metals in its Financial Management.

Julien graduated from Skema Business School with a master's degree in finance. He started his career at the Swiss bank UBS in 2004 in Monaco in the compliance department. In 2006, through an internal training programme between Geneva and Zurich, he acquired skills in wealth management. His experience as a director and senior private banker for entrepreneurs with a large portfolio of high net worth clients shaped his skills in macroeconomic analysis, financial engineering and trading strategies. In 2017, Julien specialised in the precious metals sector and became CFO of OCIM Precious Metals. He monitors cash flow, anticipates cash requirements and seeks the most appropriate bank financing. He coordinates accounting work, supervises the annual LBA (Swiss federal Law on anti money laundering compliance) audit, and ensures that legal documents are kept up to date with all the appropriate expert and legal firms. Julien prepares the annual budget in accordance with the strategic choices of OCIM’s CEO and contributes to establishing the Group’s financial strategy. Julien is meticulous in his work and has an open outlook.

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Named “Key Talent” of UBS Bank in 2010

Languages

French
English

Contact

Tel. : +41 22 910 46 46
Email: [email protected]