Daniel Beller Email & Phone Number
Client Advisor Affluent @ UBS Group AG
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Daniel Beller Location
- Richterswil, ZH, CH
Daniel Beller Work
- 2024 -now Client Advisor Affluent @
- 2024 -2024 Relationship Manager Private Banking @
- 2023 -2023 Financial Planner @
- 2022 -2023 Finanzplaner mit eidg. Fachausweis @
- 2021 -2022 Finanzberater IAF @
- 2019 -2021 Finanzberater i.A. @
- 2018 -2019 Berufsunteroffizier eidg. FA @
- 2016 -2017 Berufsunteroffizier i.A. @
- 2015 -2015 Berufsunferoffizier Anwärter @
- 2013 -2014 Rekruten- and Unteroffiziersschule @
- 2013 -2013 Praktikum Immobilienverwaltung @ Beller Immobilien, Zürich
- 2011 -2012 Praktikum Front Office @ Hotel Bristol, Zürich
Daniel Beller Education
- IfFP - Institut für Finanzplanung
Finanzplaner mit eidg. FA
2021-2022 - IfFP - Institut für Finanzplanung
Dipl. Finanzberater IAF
2020-2021 - Berufsunteroffiziersschule der Armee BUSA
Eidg. dipl. Berufsunteroffizier (Andragogik / Erwachsenenbildner)
2015-2017 - Hotel- und Tourismus-Handelsschule Minerva Zürich
Hotelkaufmann EFZ
2010-2012 - Kantonsschule Hottingen, Zürich
(Wirtschaft und Recht)
2006-2010 - IfFP - Institut für Finanzplanung
Zert. Vermögensberater IAF (Kapitalanlagen inkl. FIDLEG)
Daniel Beller Summary
- Daniel Beller, based in Richterswil, ZH, CH, is currently a Client Advisor Affluent at UBS. Daniel Beller brings experience from previous roles at Credit Suisse, Strike and Swiss Life Select. Daniel Beller holds a 2021 - 2022 Finanzplaner mit eidg. FA @ IfFP - Institut für Finanzplanung. Daniel Beller has 2 emails and 1 mobile phone numbers on RocketReach.
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