Roger Eberle Email and Phone Number
🟢 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
Raiffeisenbank St.Gallen
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Senior Investment AdvisorRaiffeisenbank St.Gallen Jan 2022 - PresentSt Gallen, Switzerland
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Director Relationship ManagementJulius Baer May 2018 - Jun 2021Zürich◾ 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 -
Relationship Manager ExperteZürcher Kantonalbank Apr 2017 - Apr 2018Richterswil◾ 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 -
Senior Relationship ManagerZürcher Kantonalbank Feb 2015 - Mar 2017Richterswil◾ 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
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Senior Relationship ManagerZürcher Kantonalbank Dec 2006 - Jan 2015Horgen, Zurich, Switzerland◾ 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
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Relationship Manager InvestmentsZürcher Kantonalbank Jan 2004 - Nov 2006Winterthur◾ 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
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Relationship Manager BasisZürcher Kantonalbank Nov 2001 - Dec 2003Winterthur, Zurich, Switzerland◾ 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
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Generalist PaymentsZürcher Kantonalbank Oct 1999 - Oct 2001Zurich, Switzerland◾ Investigations in payment transactions◾ Clarification of payment transactions with direct client contact
Roger Eberle Education Details
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Certified Wealth Management Advisor (Cwma) -
Banking & Finance -
General Management -
English
Frequently Asked Questions about Roger Eberle
What company does Roger Eberle work for?
Roger Eberle works for Raiffeisenbank St.gallen
What is Roger Eberle's role at the current company?
Roger Eberle's current role is Senior Relationship Manager | Private Banking | Entrepreneurial | International | Acquisition | Networking | Holistic Advice | Investments | Credits | Financial Planning | Leader | Projects.
What schools did Roger Eberle attend?
Roger Eberle attended Sfi Swiss Finance Institute, Fachhochschule Nordwestschweiz Fhnw, Akad, Sib Swiss Institute For Business Administration, University Of Cambridge.
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Roger Eberle
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