Ramona Caviezel

Ramona Caviezel is an experienced professional in private banking, currently serving as an Account-Managerin and Associate Director at Julius Baer since December 2019, where Ramona provides comprehensive support to relationship managers and engages with demanding private banking clients. Prior to this, Ramona held the position of Client Advisor Assistant at UBS Switzerland AG from July 2015 to November 2019, specializing in Wealth Management for clients in Israel, Greece, and Cyprus, managing client onboarding, investment setups, and communications in both English and German. Additionally, Ramona has experience as a Client Advisor for private clients in Rapperswil, with expertise in investments, banking products, and cash management. Ramona holds a Bachelor of Arts in Betriebswirtschaft und Digitalisierung from SRH Fernhochschule, completed in May 2022, and attended HSO Business School Switzerland from 2017 to 2020.