Betreuer Eams Bei Bank Vontobel
Bank Vontobel
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Daniel Mathis Email & Phone Number
Betreuer EAMs bei Bank Vontobel
at
Bank Vontobel
1 work email found
@pbihag.ch
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Betreuer EAMs bei Bank Vontobel
Location
Zurich, Switzerland, Switzerland
Who is Daniel Mathis? Overview
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Quick answer
Daniel Mathis is listed as Betreuer EAMs bei Bank Vontobel at Bank Vontobel, based in Zurich, Switzerland, Switzerland. AeroLeads shows a work email signal at pbihag.ch and a matched LinkedIn profile for Daniel Mathis.
Daniel Mathis previously worked as Betreuer EAMs at Privatbank Ihag Zürich Ag and Private Banker Team Schweiz at Privatbank Ihag Zürich Ag. Daniel Mathis studied at Enhanced Telephone Skills.
Company email context
Email format at Bank Vontobel
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{first}.{last}@pbihag.ch
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Profile bio
About Daniel Mathis
- langjährige Berufserfahrung im Bankwesen als Relationship Manager, Financial Planner, Akquisiteur, Portfoliomanger und Executor von Fixed Income Produkte und Convertible Bonds, Senior Sales Fixed Income und Convertible Spezialist- Fundierte Kenntnisse in allen Anlageklassen besonders Fixed Income, Convertible Bonds- Langjährige Erfahrung im Verkauf, in Financial Planning und Akquisition im Private Banking
Listed skills include Festverzinsliche Werte, Finanzberatung, Bankwesen, and Vertrieb.
Current workplace
Daniel Mathis's current company
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13 roles
Daniel Mathis work experience
A career timeline built from the work history available for this profile.
Betreuer Eams
Current
Oct 2020 - Present
Private Banker Team Schweiz
Apr 2019 - Oct 2020
Portfolio Manager / Executor Fixed Income Und Convertible Bonds
Emcore - House Of Asymmetry
EMCORE ist einer der führenden, unabhängigen Asset Manager für Wandelanleihen Produkte. Durch aktives Management wird die Asymmetrie in ihren Kapitalanlagen verstärkt. EMCORE offeriert Institutionellen Investoren massgeschneiderte und renditeorientierte Dienstleistungen im Bereich Risiko- und Asset Management.
Jan 2017 - Oct 2018
Vice President / Fixed Income Senior Sales & Advisory - Private Client/Dac
Investmentgrade und Convertible Spezialist- Betreuung und Beratung von Direct Access Clients (DAC) und interne RMs, ICs, Solution Manager- Professionelle Transaktionsberatung und Umsetzung des Investitionsprozesses- Anlagevorschläge und Portfoliokurzanalyse- Organisation und Vortragen von Fixed Income Präsentationen
Nov 1998 - Dec 2016
Financial Planning Consultant - Pilotprojekt In Cspb "Financial Check Up"
Doppelfunktion als Financial Planner, Akquisiteur und Ausbilder sowie Anlageberater
Dec 1995 - Dec 1998
Anlageberater (Rm) Und Akquisiteur, Cs Kloten + Flughafen
- Beratung und Betreuung von Private Banking Kunden- Akquisition von neuen Kundenbeziehungen- Doppelfunktion als RM und Akquisiteur in Region Zürich Nord- Anteil englischsprechende Kundschaft 10%
Aug 1993 - Oct 1998
Junior Portfolio Manager, Regionales Pm
- Portfolio- und Liquiditätsüberwachung- Anlage- und Umstellungsvorschläge und Abwicklung
Aug 1992 - Jul 1993
Junior Fundmanager
Schweizerische Volksbank
- Management internationaler Bondfunds (Polybond und Columna Obligation Ausland)- Definieren, Abfassen und Umsetzung der Anlagepolitik- Reportingwesen- Administration und Reportingwesen der luxenburgischen Funds- Mithilfe, Koordination, Ueberwachung bei Emission neuer Teilfunds der SVB Bond Funds
Apr 1991 - Jul 1992
Trainee
Swiss Volksbank London
Jan 1991 - Mar 1991
Assistent Anlageberatung
Schweizerische Volksbank
Jan 1990 - Sep 1990
Assistent Fondsabteilung Und Institutioneller Keyinvestoren
Schweizerische Volksbank, Gdka
Jul 1987 - Dec 1989
Lehrling
Ersparniskasse In Nidwalden (Ekn)
Kaufmännische Lehre Typ "R"
Sep 1983 - Aug 1986
7 education records
Daniel Mathis education
Education record
Enhanced Telephone Skills
Education record
Contius Training - Persönlichkeitstest
Lizenz
Ebs/Six - Six Swiss Exchange
Prüfung Nicht Absolviert, Da Todesfall In Familie Kurz Vor Prüfung, Finanz- Und Anlageexperte
Azek
Education record
Interne Ausbildung Im Rahmen Des Pilotprojekt In Cspb "Financial Check Up"
Fixed Income Diplom, Fixed Income
Icma
In- + Externe Schulungen / Selbststudium
Convertible Spezialist
FAQ
Frequently asked questions about Daniel Mathis
Quick answers generated from the profile data available on this page.
What company does Daniel Mathis work for?
Daniel Mathis works for Bank Vontobel.
What is Daniel Mathis's role at Bank Vontobel?
Daniel Mathis is listed as Betreuer EAMs bei Bank Vontobel at Bank Vontobel.
What is Daniel Mathis's email address?
AeroLeads has found 1 work email signal at @pbihag.ch for Daniel Mathis at Bank Vontobel.
Where is Daniel Mathis based?
Daniel Mathis is based in Zurich, Switzerland, Switzerland while working with Bank Vontobel.
What companies has Daniel Mathis worked for?
Daniel Mathis has worked for Bank Vontobel, Privatbank Ihag Zürich Ag, Emcore - House Of Asymmetry, Credit Suisse, and Schweizerische Volksbank.
How can I contact Daniel Mathis?
You can use AeroLeads to view verified contact signals for Daniel Mathis at Bank Vontobel, including work email, phone, and LinkedIn data when available.
What schools did Daniel Mathis attend?
Daniel Mathis studied at Enhanced Telephone Skills.
What skills is Daniel Mathis known for?
Daniel Mathis is listed with skills including Festverzinsliche Werte, Finanzberatung, Bankwesen, and Vertrieb.
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