Deep Enrich
Jonas Vogt
Ausbildung Bankkaufmann
606 followers
Riehen, Basel, Switzerland
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About me
Private Client Advisor Affluent
Education
Theodor-Heuss-Gymnasium Schopfheim
2008 - 2016Abitur
IfFP - Institut für Finanzplanung
2023 - 2023Dipl. Finanzberater IAFIfFP - Institut für Finanzplanung
2023 - 2024Finanzplaner mit eidg. Fachausweis
Kaufmännische Schule Schopfheim
2016 - 2019Bankkaufmann (IHK)
Experience
VR-Bank eG Schopfheim-Maulburg
Sept 2016 - Jun 2019Ausbildung Bankkaufmann
Deutsche Bank
Sept 2019 - Sept 2021Selbstständiger Finanzberater für die Deutsche Bank
Volksbank Dreiländereck eG
Oct 2021 - Feb 2022Kundenberater
UBS
Mar 2022 - nowPrivate Client Advisor Affluent
Jul 2024 - nowPrivatkundenberater
Mar 2022 - Jul 2024
Licenses & Certifications
SAQ-zertifizierter Privatkundenberater
SAQ Swiss Association for QualityAug 2023
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