Deep Enrich
Jan Schmid
584 followers
Crans-Montana, Valais, Switzerland
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About me
Client Advisor Private Clients International | financial planner with a federal diploma
Education
Mendo AG
2021 - 2022Finanzberater IAFOMS St. Ursula
2015 - 2018CO des Collines
2014 - 2015
Mendo SA Suisse Romande
2023 - 2024Finanzplaner mit eidg. Fachausweis
CYP
2018 - 2019
Experience
UBS
Sept 2018 - nowClient Advisor Affluent International
Jun 2022 - nowClient Advisor Personal Banking
Jan 2020 - Jun 2022Trainee
Sept 2018 - Jan 2020
Schweizer Armee
Jun 2020 - Oct 2020AdA
Licenses & Certifications
Finanzberater IAF
IAF - Interessengemeinschaft Ausbildung im FinanzbereichJul 2022Finanzplaner mit eidg. Fachausweis
IAF - Interessengemeinschaft Ausbildung im FinanzbereichJul 2024
Zertifizierter Privatkundenberater
SAQ Swiss Association for QualityPrivatkundenberater Individual
SAQ Swiss Association for QualityApr 2024Vermögensberater IAF
IAF - Interessengemeinschaft Ausbildung im FinanzbereichJul 2022
Languages
- deDeutsch
- enEnglisch
- frFranzösisch
- itItalienisch
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