Sergio Zanelli

Leiter Vermögensberatungskunden Region Romandie / Fachführung Vermögensberatungskunden at Valiant

Sergio Zanelli is a seasoned finance professional with extensive experience in wealth management and client advisory roles. Currently serving as Leiter Vermögensberatungskunden Region Romandie at Valiant Bank since April 2017, Sergio has held multiple leadership positions within the bank, including Fachverantwortlicher Anlage- & Vorsorgegeschäft and Leiter Verkaufsförderung Anlage- und Vorsorgegeschäft. Previously, Sergio spent over three decades at UBS, culminating in the role of Executive Director, where responsibilities included leading affluent client services and wealth management operations in Bern. Sergio's educational credentials include a Certificate of Advanced Studies in Entrepreneurship from the University of Bern and various advanced programs from the SFI Swiss Finance Institute and New York University, focusing on banking and financial markets.

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