Roland Moser

Roland Moser has extensive experience in financial planning, asset management, and private banking, spanning over two decades. Currently serving as an Expert for Financial Planning at Swiss Life AG since November 2015, Roland provides holistic advice for local Swiss residents and expats, addressing complex needs related to pensions, mortgage, and asset coordination. Previous roles include being a Financial Planner at SwAM Swiss Asset Management and a Relationship Manager at Credit Suisse and Deutsche Bank, focusing on private banking and financial planning. Roland has also held leadership positions, overseeing training and coaching for financial advisors. Educational qualifications include degrees in financial planning from AKAD and Kalaidos University, alongside certifications in insurance competency.