Bene Montana

Bene Montana Email and Phone Number

Relationship Manager PB HNW /CIWM @ UBS
zurich, zurich, switzerland
Bene Montana's Location
Zurich, Switzerland, Switzerland
Bene Montana's Contact Details

Bene Montana personal email

About Bene Montana

Langjährige Erfahrung in der Beratung von Schweizer Privatpersonen in sämtlichen finanziellen Belangen

Bene Montana's Current Company Details
UBS

Ubs

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Relationship Manager PB HNW /CIWM
zurich, zurich, switzerland
Website:
ubs.com
Employees:
81377
Bene Montana Work Experience Details
  • Ubs
    Client Advisor
    Ubs Jul 2024 - Present
    Uster, Zürich, Schweiz
    View
  • Credit Suisse
    Relationsip Manager Private Banking Hnw
    Credit Suisse Jan 2023 - Jul 2024
    Uster, Zürich, Schweiz
    Beratung und Betreuung von Vermögenden Privatpersonen
    View
  • Zürcher Kantonalbank
    Relationship Manager Experte
    Zürcher Kantonalbank Oct 2010 - Jan 2023
    Zürich Und Umgebung, Schweiz
    Private Banking, VD (Vizedirektor)Beratung und Betreuung von Schweizer Private Banking Kunden, KüsnachtCIWM (AZEK)
    View
  • Bank Linth
    Kundenberater / Anlage- & Finanzierungsberatung
    Bank Linth Mar 2006 - Sep 2010
    Zürich Und Umgebung, Schweiz
    Betreuung Schweizer Privatkunden
  • Bastei Privatfinanz Ag
    Beratung, Betreuung Von Privatpersonen - Unterstützung Geschäftsleitung Projekte
    Bastei Privatfinanz Ag Oct 2003 - Feb 2006
    Zürich Und Umgebung, Schweiz
    Betreuung und Beratung von PrivatkundenErstellung von Offerten für AnlagenPortfolioausrichtungUnterstützung Geschäftsleitung bei Projekten
  • Bank Leu
    Relationship Manager (Avp)
    Bank Leu Jul 1991 - Sep 2001
    Zürich Und Umgebung, Schweiz
    Private Banking, Relationship Manager für Schweizer Kunden
    View

Bene Montana Skills

Banking Private Banking Financial Markets Portfolio Management Credit Derivatives Wealth Management Structured Products Fixed Income Equities Investments Bankwesen

Bene Montana Education Details

  • Azek - The Swiss Training Centre For Investment Professionals
    Azek - The Swiss Training Centre For Investment Professionals
    Ciwm (Certified Int. Wealth Manager), Finanz Und Anlageexperte
  • Sib
    Sib
    Betriebswirtschafter Hf
  • Kaufmännische Schule, Stäfa
    Kaufmännische Schule, Stäfa
    Kaufmännischer Angestellter

Frequently Asked Questions about Bene Montana

What company does Bene Montana work for?

Bene Montana works for Ubs

What is Bene Montana's role at the current company?

Bene Montana's current role is Relationship Manager PB HNW /CIWM.

What is Bene Montana's email address?

Bene Montana's email address is be****@****hoo.com

What schools did Bene Montana attend?

Bene Montana attended Azek - The Swiss Training Centre For Investment Professionals, Sib, Kaufmännische Schule, Stäfa.

What are some of Bene Montana's interests?

Bene Montana has interest in Fussball.

What skills is Bene Montana known for?

Bene Montana has skills like Banking, Private Banking, Financial Markets, Portfolio Management, Credit, Derivatives, Wealth Management, Structured Products, Fixed Income, Equities, Investments, Bankwesen.

Who are Bene Montana's colleagues?

Bene Montana's colleagues are Romain Widmer, Ricardo Mendes, Thomas Schaniel, Msc, Cfa, Amar Praveen Motamarri, Hadrien Bullot, Charlie Dukes Jacobsen, Dheeraj Talluru.

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