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SM

Stephan Marti

Senior Client Advisor Private Banking, Entrepreneur & Executive Clients, UBS Zug

Stephan Marti is a seasoned financial professional currently serving as a Senior Client Advisor in Private Banking at UBS Zug, where they focus on acquiring and advising entrepreneurial and executive clients. Previously, between 2008 and 2024, they held the role of Senior Relationship Manager for Private Banking at Credit Suisse, managing a high-net-worth individual portfolio and serving as deputy market area manager. Stephan began their career with an internship at Schweizerische Bankgesellschaft and further advanced their expertise with a diploma in finance and investment from AZEK in 2001. They initially worked at UBS from 1998 to 2008 as a Client Advisor in Private Banking.

Location

Zurich, Switzerland

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