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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Top UBS Group AG Employees
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CTO, Wealth Management Americas
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Eugène del Cioppo
CEO UBS Fund Management (Switzerland) AG
Sissach, BL, CH
Yeong-Wei Chua
Chief Operating Officer
Shenzhen, Guangdong Province, CN
Malek Ghorbel
COO for Equity Derivatives Americas
New York, NY, US
Edmund Koh
Chairman UBS Asia Pacific
Singapore
Vinit Nangia
CTO End User Services
Huntington Station, NY, US
Wiwi Gutmannsbauer
COO Asia Pacific
Zürich, ZH, CH
Tobias Vogel
CEO UBS Europe SE
Germany
David Wildermuth
President UBS Americas Holdings LLC
New York, NY, US
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