Nico Schmid

Editor
DISC Type : CS

Product Manager for Global Wealth Management, Authorized Officer at UBS

Zürich Metropolitan Area, Switzerland

Overview

Nico is a Product Manager for Global Wealth Management at UBS, where he has built his career since starting as an apprentice. He holds a Bachelor of Science in Business Technology and is skilled in business analytics, agile methodologies, and cross-functional team leadership.

Outside of his corporate career, Nico served as an infantry soldier in the Swiss Army, developing strong teamwork and problem-solving skills. He also holds advanced C1 level English certifications, showcasing his commitment to effective communication.

Nico received a prestigious award for excellence in 2019 after completing his apprenticeship at UBS with an outstanding grade of 5. 5.

Personality Overview

Late Adopter

Sometimes Friendly

Skeptic

The only way to convince them is by showing them examples and ample proof.  They tend to have clarity about their needs and constraints, and are unlikely to over-promise. Being observant comes to them naturally.

Topics They Care About

Wealth Management Tech
As a Product Manager in Global Wealth Management with a degree in Business Technology, he operates at the intersection of finance and digital innovation.
Internal Career Growth
He has progressed entirely within UBS, from an apprentice to an Authorized Officer and Product Manager, participating in the Juna Talent Program along the way.
Agile Product Management
He is certified in ISPMA product management and has repeatedly applied agile methodologies and cross-functional leadership in his roles at UBS.

Media Appearances

Nico has no verified media appearances

Work History

4-2023
Product Manager for Global Wealth Management, Authorized Officer at UBS
12-2021 - 4-2023
Business Manager for CDIO Wealth Management & Personal and Corporate Banking at UBS
1-2021 - 5-2021
Infanterist Soldat at Schweizer Armee
8-2019 - 12-2021
Juna Talent Program for CDIO Wealth Management & Personal and Corporate Banking at UBS
8-2015 - 7-2019
Application Developer Apprentice for CDIO Wealth Management & Personal and Corporate Banking at UBS

Education

2021 - 2025
Bachelor's degree from HWZ University of Applied Sciences in Business Administration Zurich
11-2022 - 11-2022
Productmanagement ISPMA - The Foundation from InnoTivum

More Information

Social Presence :

Prographics :

Exp : 9 Location : Zürich Metropolitan Area, Switzerland Job Level : Middle Designation : Product Manager for Global Wealth Management, Authorized Officer at UBS
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Insights For Selling To Nico

During A Call Or A Meeting

DO's

  • Share a one-off customer success story but keeps the focus on highlighting objective, numerical results
  • Preferably use email to follow up with them instead of phone or Linkedin, engage by asking question or opinions
  • Share whitepapers or case studies that showcase measurable results instead of just telling customer stories

DONT's

  • Don't ask them to move fast, let them take their time and digest all the information
  • Avoid phrases like ‘trust me’, ‘you will just love it’ etc.
  • Don’t overhype the product/pitch, keep it measured

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Nico is

  • Adoption by others is very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Nico

  • They don’t say no often, they push out the decisions or keep going around in circles.

Insights For Deal Planning

    How fast (or slow) will Nico move?

  • They don't like to hasten, so their speed of decision-making may be slow.
  • Can Nico take some risk or not?

  • They have little willingness to take risks, and prefer making calculated decisions.

You And Nico

Personality Compatibility


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