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Igor Tacchella

Igor Tacchella

IC Berater

Followers of Igor Tacchella1000 followers
location of Igor TacchellaLocarno, Ticino, Switzerland

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  • Timeline

  • About me

    Executive Director - UBS Wealth Management Switzerland

  • Education

    • Divisione Formazione Professionale - Breganzona

      -
      Attestato Federale di Capacità Impiegato di commercio - Media generale AFC 5,2

    • SAQ Swiss Association for Quality

      2022 - 2022
      CWMA Oral Exam Expert

    • SAQ Swiss Association for Quality

      2013 - 2013
      Certified Wealth Management Advisor CWMA

    • UBS Business University

      2007 - 2009
      UBS Wealth Management Diploma Client Experience Curricula with a total grade of 79%

  • Experience

    • UBS

      Mar 1998 - May 2001
      IC Berater

    • Credit Suisse

      Jun 2001 - Aug 2007

      Advisor Private Clients

      • Procuratore

        Jan 2004 - Aug 2007

      • Consulente Clientela Individuale

        Jan 2003 - Dec 2003

      • Organizzatore Aziendale

        Jun 2001 - Dec 2002

    • UBS

      Sept 2007 - now

      Senior Client Advisor Private Wealth Sopraceneri - Dedicated to customers domicilied in Switerland and Germany - Wealth Management SwitzerlandDeputy Desk Head Private Wealth SopraceneriCWMA Oral Exam Expert - SAQ Swiss Association for Quality Client Advisor High Net Worth Individuals (HNWI) - Wealth Management SwitzerlandDeputy Desk Head Wealth Management Sopraceneri Affluent Client Advisor - Wealth Management Switzerland Consulente Finanziario - Wealth Management Switzerland

      • Executive Director

        Mar 2022 - now

      • Director

        Jan 2019 - Feb 2022

      • Director

        Mar 2012 - Dec 2018

      • Associate Director

        Sept 2007 - Feb 2012

  • Licenses & Certifications

    • Attestato Federale di Capacità - Impiegato di Commercio - Media generale AFC 5,2

      Divisione Formazione Professionale, Breganzona
      Jun 1996

    • Certified Wealth Management Advisor CWMA

      SAQ Swiss Association for Quality
      Feb 2013

    • Wealth Management Diploma - Client Experience Curricula with a total grade of 79%

      UBS
      Oct 2009

    • CWMA Oral Exam Expert

      SAQ Swiss Association for Quality
      Sept 2022