Klemens Zeller's Location
Geneva, Switzerland
Klemens Zeller's Work
- Executive Director, Wealth Advisor @ J.P. Morgan
- Director, International Solutions @ RBC Wealth Management
- Executive Director, Head HNWI Mexico @ UBS
- Wealth Planner, TEP, CFP® @ UBS
Klemens Zeller's Education
- College for Financial Planning
CFP® (Financial Planning)
1999 - 2003 - Higher School of Business Studies, Zurich
Bachelors (Business Administration)
1994 - 1997
Klemens Zeller's Skills
- Wealth Management
- Private Banking
- Investment Advisory
- Wealth Management Services
- Wealth
- Estate Planning
- High Net Worth Individuals
- Investments
- Financial Services
- Strategic Financial Planning
Klemens Zeller's Summary
Klemens Zeller, based in Geneva, Switzerland, is currently a Executive Director, Wealth Advisor at J.P. Morgan, bringing experience from previous roles at RBC Wealth Managment and UBS Wealth Management. Klemens Zeller holds a 1999 - 2003 CFP® in Financial Planning @ College for Financial Planning. With a robust skill set that includes Wealth Management, Private Banking, Investment Advisory, Wealth Management Services, Wealth and more, Klemens Zeller contributes valuable insights to the industry. Klemens Zeller has 2 emails and 3 mobile phone numbers on RocketReach.
5 free lookups per month.
No credit card required.
If you need more lookups,
subscriptions start at $48 USD/month.
Not the Klemens Zeller you were looking for?
Find contact details for 700 million professionals.
People Like Klemens Zeller
-
35+
Top J.P. Morgan Employees
-
23
-
View
Richard Chambers
Chief Marketing Officer Asset and Wealth Management at J.P. Morgan
New York, NY, US25 -
35+
-
24
-
43
-
42
-
22
-
55
-
ViewPhil DiIorio
Chief Executive Officer JPM Wealth Management at J.P. Morgan
Mendham, New Jersey, United States2 -
2
-
44
-
54
-
2
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5
free lookups / month.
Search
Search over 700
million verified professionals across 35 million companies.
Get Contact Info
Get contact details including emails and phone numbers
(business & personal).
G2Crowd Trusted
300K+
Plugin Users
