Mirjam Meili

Head Client Data Management & On-boarding at Rothschild & Co

Mirjam Meili began their work experience in 1991 as an Assistant at Banque Pallas, where they worked until 1992. Mirjam then joined Rothschild & Co in 1992 as an Assistant to the Customer Advisor. Mirjam then progressed through various roles, including Portfolio Manager from 1997 to 2003, Project Consultant from 2003 to 2007, Senior Project Manager from 2007 to 2012, and finally as the Head of Client Data Management & On-boarding from 2012 to the present.

Mirjam Meili has a diverse education history. In 1999, they completed a program in Finanzanalytiker & Vermögensverwallter AZEK at ASAG + SVFV. Later, in 2010, they attended SGO Business School to earn a CAS in Project Management: Elemente & Methoden. Mirjam then pursued various coaching certifications, including a Cert. Integral Coach from Coaching Instite Living Sense in 2020, a Business & Leadership Coach CIS from Coaching Institut Living Sense in 2021, and a Dipl. Coach SCA from SCA Swiss Coaching Association. Recently, in 2024, they completed a CAS Compliance in der Finanzindustrie at Lucerne University of Applied Sciences and Arts.

Links

Timeline

  • Head Client Data Management & On-boarding

    August, 2012 - present

  • Senior Project Manager

    May, 2007

  • Project Consultant

    April, 2003

  • Portfoliomanager

    June, 1997

  • Assistent Des Kundenbetreuers

    July, 1992