Marc Hafner Email
Relationship Manager for UHNWI and Single Family Offices at Bank Julius Baer @ Julius Baer
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Marc Hafner Location
- Switzerland
Marc Hafner Work
- 2025 -now Relationship Manager for UHNWI and Single Family Offices at Bank Julius Baer @
- 2024 -2025 Client Advisor for UHNWI and Single Family Offices @
- 2012 -2024 Relationship Manager for Family Offices and Strategic Investors @
- 2006 -2012 Relationship Manager HNWI Switzerland @
- 2005 -2006 Relationship Manager @
- 2001 -2005 Junior Relationship Manager and Assistant to Senior Relationship Manager @
- 1999 -2001 Relationship Manager - Retail Clients @
- 1998 -1999 Callcenter Agent @
Marc Hafner Education
- IFZ ZUG
MAS (Private Banking & Wealth Managment)
2009-2011 - Swiss Certified Financialplanner 2001-2003
Marc Hafner Skills
- Private Banking
- Portfolio Management
- Private Equity
- Hedge Funds
- Derivatives
- Equities
- Fixed Income
- Capital Markets
- Banking
- Financial Markets
- Wealth Management
- Asset Management
- Investments
- Management
- Structured Products
- Alternative Investments
- Investment Banking
- Wealth Planning
- Leadership
- Wealth Planning
- Project Management
- Research
Marc Hafner Summary
- Marc Hafner, based in Switzerland, is currently a Relationship Manager for UHNWI and Single Family Offices at Bank Julius Baer at Julius Baer. Marc Hafner brings experience from previous roles at UBS and Credit Suisse. Marc Hafner holds a 2009 - 2011 MAS in Private Banking & Wealth Managment @ IFZ ZUG. With a robust skill set that includes Private Banking, Portfolio Management, Private Equity, Hedge Funds, Derivatives and more. Marc Hafner has 1 emails on RocketReach.
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