Benjamin A. Baumgartner

Senior Offering & Project Manager Private Clients at Vontobel

Benjamin A. Baumgartner currently serves as a Senior Offering & Project Manager for Private Clients at Vontobel, where responsibilities include optimizing sales management through advanced email automation and establishing strategic partnerships to drive growth. Previously held positions encompass roles at Agilis 1e Sammelstiftung and Notenstein La Roche Privatbank AG, focusing on private banking distribution and developing strategic partnerships. Experience also includes tenure as a Senior Strategy Consultant at Monitor Deloitte, where project management and business development initiatives were led within the Wealth Management and FinTech sectors. Early career roles included Junior Business Project Manager at Credit Suisse and research assistance at ZHAW School of Management and Law, complemented by a professional cycling stint with the Union Cycliste Internationale. Educational qualifications include a Master's Degree in Banking and Financial Management from Universität Liechtenstein and various awards in wine education.

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Vontobel

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Vontobel Holding AG is a leading Swiss private banking and investment management group headquartered in Zurich.


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1,001-5,000

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