Patrick Nietzel

Researcher
DISC Type : Cs

Executive Director - Wealth Management Advisory at UBS

Zurich, Zurich, Switzerland

Overview

Patrick has no verified overview

Personality Overview

ROI Seeker

Process Focused

Perfectionist

They are heavily focused on quality and prefer doing things the right way, even if it takes time.  They do not like taking risks at all and go for proven options in the end. They tend to be clear about their needs and limitations and are unlikely to promise too much.

Topics They Care About

Patrick has no verified topics they care about

Media Appearances

Patrick has no verified media appearances

Work History

2019
Executive Director - Wealth Management Advisory at UBS
2010 - 2018
Director - Macro Distribution at Barclays Investment Bank
2009 - 2010
Trainee Trader - Commodities at Louis Dreyfus Company
2008 - 2009
FX/Precious Metals - Institutional Sales at BNP Paribas
2008 - 2008
Internship - Private Equity at Allianz Private Equity Partners

Education

2005 - 2008
Bachelor of Science (B.Sc.) from EBS Universität für Wirtschaft und Recht
2007 - 2007
Bachelor's degree from Bond University

More Information

Social Presence :

Prographics :

Exp : 24 Location : Zurich, Zurich, Switzerland Job Level : Senior Designation : Executive Director - Wealth Management Advisory at UBS

Interested in

Health & Outdoor

Private Aircraft Pilot, Skipper, Private Aircraft Pilot, Skipper, Private Aircraft Pilot, Skipper

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Insights For Selling To Patrick

During A Call Or A Meeting

DO's

  • Preferably use email to follow up with them instead of phone or Linkedin, engage by asking question or opinions
  • When following up with them, expect slowness; use questions to engage them, preferably over email.
  • Share whitepapers or case studies that showcase measurable results instead of just telling customer stories

DONT's

  • Give it some time before you try to build rapport and a relationship, it doesn't come to them naturally
  • Avoid emotional and informal language, stay objective and to the point instead
  • 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 Patrick is

  • For them, low risk and acceptance by others are very important, followed by proof of ROI.
  • Will you ever get a clear answer from Patrick

  • Often, they don't say no, or keep going about it in circles.

Insights For Deal Planning

    How fast (or slow) will Patrick move?

  • They do not like to take decisions in a hurry, so they could be slow in making their mind up.
  • Can Patrick take some risk or not?

  • They are low on risk-appetite and prefer to make informed decisions.

You And Patrick

Personality Compatibility


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