Kundenberater
Current
May 2024 - Present
AeroLeads people directory · profile
Stephan Sauer Email & Phone Number
Kundenberater Privatkunden
at
Bank Cler
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
Kundenberater Privatkunden
Location
Zurich, Zurich, Switzerland
Company size
Who is Stephan Sauer? Overview
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Quick answer
Stephan Sauer is listed as Kundenberater Privatkunden at Bank Cler, a company with 248 employees, based in Zurich, Zurich, Switzerland. AeroLeads shows a matched LinkedIn profile for Stephan Sauer.
Stephan Sauer previously worked as Kundenberater at Bank Cler and Owner at Le Chauffeur. Stephan Sauer holds Berufsmatura, Banking And Financial Support Services from Berufsmatura Kv.
Company email context
Email format at Bank Cler
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Bank Cler
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Profile bio
About Stephan Sauer
Vermögensverwaltung und Vermögensaufbau PensionsplanungFinanzplanungHypothekenVorsorgeberatung Gesamtberatung von Privat - und UnternehmenskundenSprachen:Portugiesisch, Spanisch, Englisch und Deutsch
Current workplace
Stephan Sauer's current company
Company context helps verify the profile and gives searchers a useful next step.
Bank Cler
10 roles
Stephan Sauer work experience
A career timeline built from the work history available for this profile.
Owner
Current
Jan 2019 - Present
Partner
Aura Family Office Ag
https://www.aura-fo.com
Oct 2019 - May 2024
Privat - & Geschäftskundenberater
Aug 2022 - Mar 2024
Property Management / Foundation Employee
Unternehmerfamilie
Feb 2021 - May 2022
Client Advisor Wealth Management Austria
- Betreuung von Kunden mit Domizil Österreich / Schweiz / Deutschland
- Erarbeitung individueller Lösungen
- Weiterentwicklung des Kundenbuchs
- Schwerpunkte: Next Generation / Unternehmer / Multiplikatoren
- Zusammenarbeit mit Anwälten / Sachwaltern / Steuerberatern
- Zusammenarbeit mit der UBS in Wien
May 2016 - Oct 2018
Partner
- Betreuung eines eigenen Kundenportfolios ( Schwerpunkt Brasilien, Mexiko und Argentinien )
- Kundenakquisition über Multiplikatoren
- Reisetätigkeiten in Brasilien, Argentinien, Mexiko und Deutschland
- Ausarbeitung komplexer Anlagestrategien zugeschnitten auf die individuellen Bedürfnisse der Kunden.
- Akquisition und Zusammenarbeit mit externen Vermittlern
- Zusammenarbeit mit verschiedenen Depotbanken
Jul 2011 - May 2016
Portfoliomanagement
- Leitung Herr Dr. Stefan Jäggi
- Erstellung von massgeschneiderten Anlagevorschlägen, zugeschnitten auf die verschiedenen Kundenbedürfnisse
- Betreuung und Bewirtschaftung der Vermögensverwaltungsmandate innerhalb der Gruppe.
- Zusammenarbeit und Austausch mit den Partnern
- Selektion und Einladung von potentiellen Fondsanbietern zwecks Vertrieb innerhalb der Gruppe
Jul 2013 - Jul 2015
Junior Relationship Manager
Adler Privatbank Ag
- Betreuung eines eigenen Kundenportfolios
- Erledigung sämtlicher administrativer Aufgaben
- Unterstützung der Senior Relationship Manager
- Enge Zusammenarbeit mit dem Teamleiter
Jul 2009 - Jul 2011
Assistant + Junior Relationship Manager
Hyposwiss Privatbank Ag
- Erledigung sämtlicher administrativer Aufgaben
- Unterstützung der Senior Relationship Manager
- Enge Zusammenarbeit mit dem Teamleiter
Jul 2002 - Jul 2009
Team & coworkers
Colleagues at Bank Cler
Other employees you can reach at cler.ch. View company contacts for 248 employees →
LF
Leonardo Fisic
Colleague at Bank ClerLucerne, Lucerne, Switzerland, Switzerland
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WW
Willy Wirth
Colleague at Bank ClerHöri, Zurich, Switzerland, Switzerland
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LR
Lucas Rinaldi
Colleague at Bank ClerBasel, Basel, Switzerland, Switzerland
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RT
Raakavi Thayaparan
Colleague at Bank ClerSwitzerland, Switzerland
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DW
Daniela Wüthrich
Colleague at Bank ClerZurich, Switzerland, Switzerland
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SV
Stephan Vogt
Colleague at Bank ClerThierachern, Berne, Switzerland, Switzerland
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TW
Toni Wiezorek
Colleague at Bank ClerSchaffhausen, Schaffhausen, Switzerland, Switzerland
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DW
Dayan Woldu
Colleague at Bank ClerBerne, Switzerland, Switzerland
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CR
Céline Rouiller
Colleague at Bank ClerSwitzerland, Switzerland
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AG
Andrea Grogg
Colleague at Bank ClerBiel, Berne, Switzerland, Switzerland
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Leonardo Fisic
Colleague at Bank ClerLucerne, Lucerne, Switzerland, Switzerland
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WW
Willy Wirth
Colleague at Bank ClerHöri, Zurich, Switzerland, Switzerland
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LR
Lucas Rinaldi
Colleague at Bank ClerBasel, Basel, Switzerland, Switzerland
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RT
Raakavi Thayaparan
Colleague at Bank ClerSwitzerland, Switzerland
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DW
Daniela Wüthrich
Colleague at Bank ClerZurich, Switzerland, Switzerland
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SV
Stephan Vogt
Colleague at Bank ClerThierachern, Berne, Switzerland, Switzerland
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TW
Toni Wiezorek
Colleague at Bank ClerSchaffhausen, Schaffhausen, Switzerland, Switzerland
View →
DW
Dayan Woldu
Colleague at Bank ClerBerne, Switzerland, Switzerland
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CR
Céline Rouiller
Colleague at Bank ClerSwitzerland, Switzerland
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AG
Andrea Grogg
Colleague at Bank ClerBiel, Berne, Switzerland, Switzerland
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2 education records
Stephan Sauer education
Berufsmatura, Banking And Financial Support Services
Berufsmatura Kv
Versicherungsvermittler Vbv, Insurance, 5
Berufsbildungsverband Der Versicherungswirtschaft
FAQ
Frequently asked questions about Stephan Sauer
Quick answers generated from the profile data available on this page.
What company does Stephan Sauer work for?
Stephan Sauer works for Bank Cler.
What is Stephan Sauer's role at Bank Cler?
Stephan Sauer is listed as Kundenberater Privatkunden at Bank Cler.
Where is Stephan Sauer based?
Stephan Sauer is based in Zurich, Zurich, Switzerland while working with Bank Cler.
What companies has Stephan Sauer worked for?
Stephan Sauer has worked for Bank Cler, Le Chauffeur, Aura Family Office Ag, Allianz, and Unternehmerfamilie.
Who are Stephan Sauer's colleagues at Bank Cler?
Stephan Sauer's colleagues at Bank Cler include Leonardo Fisic, Willy Wirth, Lucas Rinaldi, Raakavi Thayaparan, and Daniela Wüthrich.
How can I contact Stephan Sauer?
You can use AeroLeads to view verified contact signals for Stephan Sauer at Bank Cler, including work email, phone, and LinkedIn data when available.
What schools did Stephan Sauer attend?
Stephan Sauer holds Berufsmatura, Banking And Financial Support Services from Berufsmatura Kv.
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