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Alberto Costa, Ciwm Email & Phone Number

Director - Client Relationship Manager Wealth Management bei Vontobel at Vontobel
Location: Lugano, Ticino, Switzerland 8 work roles 3 schools
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Current company
Role
Director - Client Relationship Manager Wealth Management bei Vontobel
Location
Lugano, Ticino, Switzerland
Company size

Who is Alberto Costa, Ciwm? Overview

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Quick answer

Alberto Costa, Ciwm is listed as Director - Client Relationship Manager Wealth Management bei Vontobel at Vontobel, a company with 1815 employees, based in Lugano, Ticino, Switzerland. AeroLeads shows a matched LinkedIn profile for Alberto Costa, Ciwm.

Alberto Costa, Ciwm previously worked as Sales Director at Swiss Life Global Solutions and Senior Relationship Manager at Independent External Asset Manager. Alberto Costa, Ciwm holds Certified International Wealth Manager Ciwm® from Azek - The Swiss Training Centre For Investment Professionals.

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Email format at Vontobel

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Vontobel

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Profile bio

About Alberto Costa, Ciwm

Financial professional passionate about customer success and liquid strategies. I manage business relationships to deliver a superior service to clients, improving their risk / reward profile.I leverage my experience in wealth management - covering international markets - to originate new business, additional growth and a successful journey for all parties involved.Specialisms:• Robust analytical methods and technical expertise• Basic common sense (rare ingredient these days)• Interpersonal and presentation skills• Stamina and resilience under pressure• Proactive, solution driven team player• “Lifelong student”, constant personal development• Cross-cultural awareness and broad view• Active listenerBlockchain technology and cryptocurrencies; Shipping industry; Mindfulness; Foreign languages and cultures. Expert navigating turbulent waters. Hartnäckig - Never quit mentality. Trust the process and fall in love with it.Alberto will make it happen.Time in the market is more relevant than timing the market.Striving to become the better version of myself, as a professional, as a father and as a simple human being. https://www.vontobel.com/socialmediaterms

Current workplace

Alberto Costa, Ciwm's current company

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Vontobel
Vontobel
Director - Client Relationship Manager Wealth Management bei Vontobel
Lugano, TI, CH
Website
Employees
1815
AeroLeads page
8 roles

Alberto Costa, Ciwm work experience

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Director - Client Relationship Manager Wealth Management Bei Vontobel

Lugano, TI, CH

Director - Client Relationship Manager Wealth Management Bei Vontobel

Current
Sep 2021 - Present

Senior Relationship Manager

Independent External Asset Manager

Lugano - Wollerau

Nov 2016 - Dec 2017

Vice President - Client Relationship Manager

Zürich Area, Switzerland

Oct 2014 - Dec 2015

Junior Relationship Manager

Milano - Italy

Apr 2005 - Oct 2008
Team & coworkers

Colleagues at Vontobel

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3 education records

Alberto Costa, Ciwm education

FAQ

Frequently asked questions about Alberto Costa, Ciwm

Quick answers generated from the profile data available on this page.

What company does Alberto Costa, Ciwm work for?

Alberto Costa, Ciwm works for Vontobel.

What is Alberto Costa, Ciwm's role at Vontobel?

Alberto Costa, Ciwm is listed as Director - Client Relationship Manager Wealth Management bei Vontobel at Vontobel.

Where is Alberto Costa, Ciwm based?

Alberto Costa, Ciwm is based in Lugano, Ticino, Switzerland while working with Vontobel.

What companies has Alberto Costa, Ciwm worked for?

Alberto Costa, Ciwm has worked for Vontobel, Swiss Life Global Solutions, Independent External Asset Manager, Intesa Sanpaolo Private Banking, and Cornèr Banca Sa.

Who are Alberto Costa, Ciwm's colleagues at Vontobel?

Alberto Costa, Ciwm's colleagues at Vontobel include Sandy Ko, Daniel Schüpbach, Georg Von Wattenwyl, Katja Adami, and Henry Schlegel.

How can I contact Alberto Costa, Ciwm?

You can use AeroLeads to view verified contact signals for Alberto Costa, Ciwm at Vontobel, including work email, phone, and LinkedIn data when available.

What schools did Alberto Costa, Ciwm attend?

Alberto Costa, Ciwm holds Certified International Wealth Manager Ciwm® from Azek - The Swiss Training Centre For Investment Professionals.

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