Moritz Wild Email & Phone Number

Zürich

Senior Banker, responsible for handling the needs of entrepreneurs, their businesses and their families. We offer corporate and private accounts, treasury and transaction banking, investment advisory, asset management, custody, loans and individual consulting services for entrepreneurs, companies and individuals. Broad network of entrepreneurs and specialist to help each other and find solutions.Joined the bank during the start-up period after its foundation. Involved in the operational launch and on-boarding of the first clients. Member of the Investment Committee. Engaged in various activities to further develop the bank.

Zürich

Head Financial Consulting. Conception, introduction and development of a advisory unit for the acquisition of new clients through financial planning. Provided advice for Swiss clients in the areas of retirement planning, investment advice, real estate and mortgages, taxes and estate.Started and managed a team of twelve employees and further developed products and services in cooperation with the other sales units.

Zürich

Relationship Manager Private Banking Expert. Overall management of a client book for Swiss clients in the areas of investment advice, asset management, loans and mortgages and pension services. Training of staff in different areas of expertise and participation in various strategic and cross-functional projects for the further development of the bank's services.

Sales coach and course instructor according to the SPIN principle.

Zürich

Retirement, investment, insurance and mortgage advice for private individuals. Comprehensive complex financial planning including tax and estate issues for Swiss clients. Building a client base with a focus on investment mandates and loans for key clients.Managed a team of consultants and associate consultants and passionated in developing juniors. Member of the committees for retirement, client development and special mandates. Training officer for retirement planning and sales communications. External and internal speaker on various financial topics.

Zürich

Advice to private individuals in the field of retirement planning and advice to companies in the field of business insurance. Specialist in advising self-employed persons and start-ups on setting up a company. Launch and development of a broker platform for private insurance management with 6 employees.

Zürich & St. Moritz

Independent processing and settlement of insurance claims in the areas of liability, property and motor vehicle insurance. Specialist in travel insurance claims.Establishment of a new claims office in St. Moritz and coordination of claims experts. Occasional claims inspections.

Zürich

Basic commercial training in the areas of business, law, accounting and economics in the Swiss dual training system (company and vocational school) with specialization in the area of insurance.Support of the sales units and customer care.

Master Of Business Administration, Mba

Executive Program (Former Swiss Banking School), Finance

Bachelor Of Business Administration (Bba), Betriebsökonom Fh

Commercial Apprenticeship, Insurance