SO

Simon O.

Client Advisor / Director

Simon O. is currently a Client Advisor and Director at UBS, where they apply their extensive experience in advising and supporting clients in investment consulting, credit operations, and financial planning. Previously, they served in various roles at Credit Suisse from 2014 to 2016, and they gained foundational banking skills as a Bankkaufmann and learning apprentice at Raiffeisen Schweiz in 2007. Simon also has military experience as a Schützenpanzerfahrer and Übermittlungspionier in the Schweizer Armee from 2006 to 2007. Simon is a certified professional trainer and has a commitment to mentoring in the banking sector.

Location

Münchwilen, Switzerland

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