Daniel Beller is a Client Advisor Affluent at UBS, where they support wealthy private clients in the Zurich and Schwyz regions. With over six years of experience in the financial sector, they focus on tailored advice and strategic wealth planning to foster sustainable asset growth. Previously, Daniel gained experience as a Financial Planner at Strike and held various roles within Swiss Life Select and Credit Suisse, emphasizing client relationship management and cross-selling financial services. They are currently pursuing further qualifications at the IfFP - Institut für Finanzplanung.
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