Fabio Marzo is an experienced professional in the banking and finance sector with a background in client management and advisory roles. At UBS Switzerland AG, Fabio held the position of Leiter Geschäftsstelle and Teamleiter Privatkunden from December 2018 to July 2021, focusing on managing a personal client portfolio and fostering long-term customer relationships. Previous roles include Limitenbewirtschaftung at UBS Card Center, Reconciliation Specialist at UBS Global Asset Management, and Team Head Outbound ZH Remote Sales & Advice at UBS, where responsibilities included client acquisition and consultations on investments, mortgages, and retirement planning. Fabio's educational qualifications include a kaufm. Angestellter degree from KV Zürich Business School, a Certificate of Advanced Study in Digital Banking from HSLU Hochschule Luzern, a Dipl. Finanzberater IAF certification, and SAQ certification as an Individualkundenberater.
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