Markus Kunz Email
Financial and Pension Planning Specialist @ UBS Group AG
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Markus Kunz Location
- Zürich, ZH, CH
Markus Kunz Work
- 2024 -now Financial and Pension Planning Specialist @
- 2015 -now Dozent Lehrgang Dipl. Finanzplanungsexperte NDS HF @
- 2013 -2024 Expert Segment and Sales Manager Wealth Planning, Financial Planning Expert @
- 2012 -2012 Head of Pension Products and Services @
- 2009 -2012 Regional Sales Manager Vorsorge @
- 2005 -2009 Senior Relationship Manager Private Clients @
- 2001 -2005 Finanzplaner @ AWD Allg. Wirtschaftsdienst AG
Markus Kunz Education
- IfFP Institut für Finanzplanung
Finanzplaner mit eidg. Fachausweis (Finanzplanung und -dienste)
2004-2005 - AWD Allg. Wirtschaftsdienst AG
lizenzierter Finanzberater
2001-2001 - Kantonsschule Zürcher Oberland Wetzikon
Matura (Wirtschaftswissenschaften)
1992-1999
Markus Kunz Skills
- Finanzplanung
- Private Finanzplanung
- Lebensversicherung
- Vorsorgeplanung
- Marketingkommunikation
- Verkaufsunterstützung
- Verkaufsförderung
- Bankwesen
- Depotverwaltung
- Investitionen
- Vermögensverwaltung
- Finanzanalyse
- Risikomanagement
- Private Banking
- Marketing
- Unternehmensführung
- Unternehmensanalyse
- Veränderungsmanagement
- Banking
- Projektmanagement
Markus Kunz Summary
- Markus Kunz, based in Zürich, ZH, CH, is currently a Financial and Pension Planning Specialist at UBS. Markus Kunz brings experience from previous roles at IfFP - Institut für Finanzplanung and Credit Suisse. Markus Kunz holds a 2004 - 2005 Finanzplaner mit eidg. Fachausweis in Finanzplanung und -dienste @ IfFP Institut für Finanzplanung. With a robust skill set that includes Finanzplanung, Private Finanzplanung, Lebensversicherung, Vorsorgeplanung, Marketingkommunikation and more. Markus Kunz has 2 emails on RocketReach.
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