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Alexandre Siegenthaler

Alexandre Siegenthaler

Client Advisor for "Financial Intermediaries"

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location of Alexandre SiegenthalerNeuchâtel, Switzerland

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  • Timeline

  • About me

    Client Advisor "Executives & Entrepreneurs" ; Executive Director chez UBS Wealth Management

  • Education

    • HEG Arc Neuchâtel

      -

    • Mendo

      2012 - 2013
      Conseiller Financier diplômé IAF Finance, général Réussi

      •Principes fondamentaux en conseil financier•Principes fondamentaux – régime matrimonial, droit des successions•Impôts et liquidité•Fortune •Prévoyance•Assurance•Immobilier •Conseil financier intégré et conditions cadres juridiques

    • CWMA

      2010 - 2012
      Certified Wealth Management Advisor Banking and Financial Support Services

    • Ecole supérieure de commerce à Neuchâtel Diplôme de commerce

      2002 - 2005
      Economiste HES Haute Ecole de Gestion ARC

    • Ecole obligatoire à Dombresson et Cernier

      1991 - 1996

    • Université de Neuchâtel

      2002 - 2005
      Economiste HES Economiste d'Entreprise HES

      Activities and Societies: http://www.net-arc.ch/net-arc/ http://www.ae-heg.com/website/

  • Experience

    • BCV

      Feb 2007 - Mar 2008
      Client Advisor for "Financial Intermediaries"

      Financiel Intermediaries department

    • UBS Wealth Management

      Mar 2007 - now

      Wealth Management Advisor with specialisation for "Executives & Entrepreneurs" (mainly CEO, CFO).Wealth management, tax optimisition, retirement & financial planning, mortgage. Develop client relationships, analyse their profiles and implement strategies taking taxation, retirement planning and succession into consideration Mortgage, investment funds, retirement & financial planning

      • Client Advisor for "Executives & Entrepreneurs" ; Executive Director

        Aug 2008 - now

      • Client Advisor "Private Clients"

        Mar 2007 - Aug 2008

  • Licenses & Certifications

    • Conseiller Financier diplômé IAF

      L'Autorité fédérale de surveillance des marchés financiers (FINMA)
      Jul 2013

    • Certified Wealth Management Advisor CWMA

      SAQ Swiss Association for Quality
      Feb 2013