Maximilian Wolf Email & Phone Number
Project Manager - Global Wealth Management - Global Financial Intermediaries @ UBS Group AG
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Maximilian Wolf Location
- Zurich, Switzerland
Maximilian Wolf Work
- 2025 -now Project Manager - Global Wealth Management - Global Financial Intermediaries @
- 2022 -2025 Business Developer - Global Wealth Management - WM Germany International - HNWI @
- 2018 -2022 Client Advisor - Associate Director - Wealth Management Germany International @
- 2010 -2018 Financial Advisor and Private Banker @
- 2009 -2010 Senior Finanzberater @
- 2007 -2009 Finanzberater @
Maximilian Wolf Education
- SAQ Swiss Association for Quality
Certified Wealth Management Advisor CWMA
2019-2020 - Universität Hagen
Bachelor of Science (B.S.) (Wirtschaftswissenschaften / Economics)
2009-2016 - Frankfurt School of Finance & Management
Experte Immobilienfinanzierung (Baufinanzierung)
2013-2014 - Frankfurt School of Finance & Management
Experte Investment (Investments)
2011-2012
Maximilian Wolf Skills
- Kapitalmärkte
- Unternehmensfinanzierung
- Assetmanagement
- Investitionen
- Derivate
- Depotverwaltung
- Vorsorgeplanung
- Baufinanzierung
- Immobilienfinanzierung
- Festverzinsliche Werte
- Finanzmärkte
- Bankwesen
- Financial Markets
- Leveraged Finance
- Banking
- Finance
- EMEA
Maximilian Wolf Summary
- Maximilian Wolf, based in Zurich, Switzerland, is currently a Project Manager - Global Wealth Management - Global Financial Intermediaries at UBS. Maximilian Wolf brings experience from previous roles at UBS, Deutsche Bank and Commerzbank AG. Maximilian Wolf holds a 2019 - 2020 Certified Wealth Management Advisor CWMA @ SAQ Swiss Association for Quality. With a robust skill set that includes Kapitalmärkte, Unternehmensfinanzierung, Assetmanagement, Investitionen, Derivate and more. Maximilian Wolf has 2 emails and 1 mobile phone numbers on RocketReach.
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