Simone Rettich is a Senior Client Advisor and Relationship Manager in Private Banking with extensive experience in wealth management, finance, compliance, and risk. They have held various leadership roles at prestigious institutions, including Julius Baer Group and PricewaterhouseCoopers. With a Master’s degree in Economics from the University of Zurich and a Swiss Certified Public Accountant designation, Simone brings a robust educational foundation to their role. Currently, they lead client reviews at Julius Baer, focusing on building long-term relationships with high-net-worth and ultra-high-net-worth clients while managing regulatory and risk challenges in the financial industry.
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