Stefan Grgic

Stefan Grgic is an experienced financial professional currently serving as a Senior Private Client Advisor at PostFinance AG since July 2019, where responsibilities include managing mortgage markets and advising retail, individual, and affluent clients in areas such as savings, investments, and retirement planning. In January 2024, Grgic joined the Junior Advisory Board of Die Schweizerische Post, focusing on strategic initiatives for the younger generation. Previous experience includes roles as a Private Client Manager at Raiffeisen Gruppe and UBS, where client consulting and cash management were key responsibilities. Grgic also served in the Swiss Armed Forces as a Truppenbuchhalter, providing logistical support. Educational qualifications include a Diploma in Business Administration from AKAD and extensive banking training from CYP and KV Business School Zürich.