Senior Investment Advisor
Current
Jan 2022 - Present
AeroLeads people directory · profile
Roger Eberle Email & Phone Number
Senior Relationship Manager | Private Banking | Entrepreneurial | International | Acquisition | Networking | Holistic Advice | Investments | Credits | Financial Planning | Leader | Projects
at
Raiffeisenbank St.Gallen
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Role
Senior Relationship Manager | Private Banking | Entrepreneurial | International | Acquisition | Networking | Holistic Advice | Investments | Credits | Financial Planning | Leader | Projects
Location
Oberuzwil, St Gallen, Switzerland
Who is Roger Eberle? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Roger Eberle is listed as Senior Relationship Manager | Private Banking | Entrepreneurial | International | Acquisition | Networking | Holistic Advice | Investments | Credits | Financial Planning | Leader | Projects at Raiffeisenbank St.Gallen, based in Oberuzwil, St Gallen, Switzerland. AeroLeads shows a matched LinkedIn profile for Roger Eberle.
Roger Eberle previously worked as Senior Investment Advisor at Raiffeisenbank St.Gallen and Director Relationship Management at Julius Baer. Roger Eberle holds Certified Wealth Management Advisor (Cwma) from Sfi Swiss Finance Institute.
Company email context
Email format at Raiffeisenbank St.Gallen
This section adds company-level context without repeating Roger Eberle's masked contact details.
Raiffeisenbank St.Gallen
Review company-level records connected to Roger Eberle before choosing the right outreach path.
Profile bio
About Roger Eberle
🟢 ABOUT MESenior Relationship Manager with more than 20 years of working experience in the financial industry with focused skills in Private Banking, Investment Advisory, Portfolio Management, Acquisition, Credits (Lombard, Mortgage), Financial Planning (holistic view).🔵 HOW CAN I SUPPORT YOU◾ Do you want a trustworthy partner?◾ Are you looking for an experienced Senior Relationship Manager?◾ Are you looking for a lifetime finance partner for all your needs?◾ Do you need support for your investment decisions?◾ Do you want to profit from a wide network?🟡 GET IN CONTACTRoger Eberle☎ +41 79 673 19 31📬 roger_eberle@bluewin.ch
Current workplace
Roger Eberle's current company
Company context helps verify the profile and gives searchers a useful next step.
8 roles
Roger Eberle work experience
A career timeline built from the work history available for this profile.
Director Relationship Management
◾ Holistic advice and support for high net worth clients / own client book◾ Acquisition of new clients and expanding own network◾ Preparation und presentation of investment proposals and portfolio analysis◾ Trading◾ Positioning Bank at events with clients◾ Active travelling
May 2018 - Jun 2021
Relationship Manager Experte
◾ Holistic advice and support for wealthy clients / own client book◾ Acquisition of new clients and expanding own network◾ Preparation und presentation of investment proposals and portolio analysis◾ Financial Planning◾ Deputy Teamhead◾ Internal Projects (group member)◾ Training and support for university graduates
Apr 2017 - Apr 2018
Senior Relationship Manager
◾ Holistic advice and support for wealthy clients / own client book◾ Acquisition of new clients◾ Networking◾ Financial Planning (Mortgages, Succession, Pension)◾ Positioning Bank at events with clients◾ Co-working in internal projects
Feb 2015 - Mar 2017
Senior Relationship Manager
◾ Holistic advice and support for wealthy clients / own client book◾ Acquisition of new clients◾ Networking◾ Financial Planning (Mortgages, Succession, Pension)◾ Positioning Bank at events with clients◾ Deputy Teamhead◾ Co-working in internal projects
Dec 2006 - Jan 2015
Relationship Manager Investments
◾ Holistic advice and support for wealthy clients / own client book◾ Preparation und presentation of investment proposals and portolio analysis◾ Mortgages◾ Training and support for apprentices
Jan 2004 - Nov 2006
Relationship Manager Basis
◾ Holistic advice in saving- and private accounts, payments, cards◾ Cash-Desk◾ Cross-Selling, identify and transfer client needs to specialists◾ Support in sales promotions and events
Nov 2001 - Dec 2003
Generalist Payments
◾ Investigations in payment transactions◾ Clarification of payment transactions with direct client contact
Oct 1999 - Oct 2001
5 education records
Roger Eberle education
Certified Wealth Management Advisor (Cwma)
Master Of Advanced Studies Fhnw Banking & Finance (Cfa Track), Banking & Finance
Dipl. Bankwirtschafter Hf, Banking & Finance
Betriebswirtschafter Hf, General Management
Business English Certificate Vantage, English
FAQ
Frequently asked questions about Roger Eberle
Quick answers generated from the profile data available on this page.
What company does Roger Eberle work for?
Roger Eberle works for Raiffeisenbank St.Gallen.
What is Roger Eberle's role at Raiffeisenbank St.Gallen?
Roger Eberle is listed as Senior Relationship Manager | Private Banking | Entrepreneurial | International | Acquisition | Networking | Holistic Advice | Investments | Credits | Financial Planning | Leader | Projects at Raiffeisenbank St.Gallen.
Where is Roger Eberle based?
Roger Eberle is based in Oberuzwil, St Gallen, Switzerland while working with Raiffeisenbank St.Gallen.
What companies has Roger Eberle worked for?
Roger Eberle has worked for Raiffeisenbank St.Gallen, Julius Baer, and Zürcher Kantonalbank.
How can I contact Roger Eberle?
You can use AeroLeads to view verified contact signals for Roger Eberle at Raiffeisenbank St.Gallen, including work email, phone, and LinkedIn data when available.
What schools did Roger Eberle attend?
Roger Eberle holds Certified Wealth Management Advisor (Cwma) from Sfi Swiss Finance Institute.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialPeople with similar names
Check these profiles if this is not the Roger Eberle you were looking for.
View similar profiles
