Julien Petit

Enthusiast
DISC Type : i

Project Director - Digital Transformation at Amundi

London, England, United Kingdom

Overview

Julien Petit is a Project Director with over 18 years of experience leading digital transformation at the intersection of business and technology within the financial sector. He specializes in structuring digital initiatives and holds a Master of Engineering from ESME.

He has a keen interest in technology and major innovators like Google and Amazon, focusing on how new digital solutions can be leveraged to promote business, enhance client retention, and drive sales growth in fast-paced, multicultural environments.

Across his career, he has consistently managed and staffed large, cross-functional teams, including a team of 20 people at Edmond de Rothschild.

Personality Overview

Amiable & Agreeable

Story Driven

Consensus Focused

Unlike D or C types, they are convinced more by stories and testimonials.  They agree with others often, so exercise caution when relying on their word. They are more about building relationships than just cutting deals.

Topics They Care About

Digital Transformation
His entire career focuses on defining and supporting digital transformation roadmaps in close collaboration with business and technology teams at major financial institutions.
Sales Enablement
At Pictet Asset Management, he focused on accelerating sales velocity by strategically aligning sales and marketing teams using AI-driven, customer-centric techniques.
AI in Finance
He has a stated interest in AI and has practical experience leveraging AI-driven insights to modernize marketing platforms and enhance data-driven decision-making.

Media Appearances

Julien has no verified media appearances

Work History

9-2025
Project Director - Digital Transformation at Amundi
6-2020 - 8-2025
Senior Product Manager - Sales Enablement at Pictet Asset Management
1-2019 - 5-2020
Senior Program Manager - Distribution & Digital at Pictet Asset Management
4-2012 - 12-2018
Head of CRM, Sales & Digital Marketing Solutions | Asset Management at Edmond de Rothschild
9-2008 - 3-2012
Project Manager - CRM & Web | Equity Brokerage at Exane BNP Paribas

Education

2001 - 2004
Master of Engineering (M.Eng.) from ESME, école d'ingénieurs généraliste

More Information

Social Presence :

Prographics :

Exp : 20 Location : London, England, United Kingdom Job Level : Mid-senior Designation : Project Director - Digital Transformation at Amundi
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Insights For Selling To Julien

During A Call Or A Meeting

DO's

  • Ask them how their day is going or exchange some other pleasantries
  • Refer to interesting customer testimonials and stress on great customer experience
  • Give them the opportunity to lead the conversation where possible

DONT's

  • Don’t push them for a direct ‘no’, take lack of ‘yes’ as ‘no’ after some time
  • Don’t ask too many questions in one go, weave them into the flow
  • Don’t be excessively objective, be like a storyteller with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Julien is

  • Relationships and rapport matter to them, but so does the value of the product.
  • Will you ever get a clear answer from Julien

  • They probably won't say no directly.


Insights For Deal Planning

    How fast (or slow) will Julien move?

  • They are not the ones to make fast decisions, even while they stay committed.
  • Can Julien take some risk or not?

  • If it seems really necessary, they can take small risks.

You And Julien

Personality Compatibility


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