Patrick Siegrist Email
Senior Client Advisor and Wealth Management and UBS Schweiz @ UBS Group AG
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Patrick Siegrist Location
- Lucerne, Switzerland
Patrick Siegrist Work
- 2025 - now Senior Client Advisor and Wealth Management and UBS Schweiz @
- 2008 - 2025 Senior Client Relationship Manager HNWI @
- 2008 - 2011 Senior Client Relationship Manager und Vorsorgespezialist @
- 2005 - 2007 Team Leader @
- 2002 - 2004 Sales Consultant @
- 2000 - 2001 Assistent Konzernberstung Pensionskassenlösungen @
Patrick Siegrist Education
- Universität Zürich
MAS in Finance (Bank- und Finanzdienstleistungen)
2012 - 2014 - University of Zurich
DAS Finance (Banking)
2012 - 2013 - University of Zurich
CAS Investments & Derivatives (Banking)
2011 - 2012 - IWB Luzern
Finanzplaner mit eidg. FA
2004 - 2006 - Certified Wealth Management Advisor CWMA
Zertifikat Wealth Management Advisor CWMA (Vermögensverwaltung / Wealth Management)
2019null
Patrick Siegrist Skills
- Bankwesen
- Teamführung
- Vertrieb
- Finanzanalyse
- Beziehungsmanagement
- Credit
- Kredite
- Banking
- Investmentbank
- Private Banking
- Project Management
- Risikomanagement
- Risk Management
- Anlageberatung
- Projektmanagement
- Depotverwaltung
- Relationship Management
- Strategic Planning
- Sales Management
Patrick Siegrist Summary
- Patrick Siegrist, based in Lucerne, Switzerland, is currently a Senior Client Advisor and Wealth Management and UBS Schweiz at UBS. Patrick Siegrist brings experience from previous roles at Credit Suisse and OVB Vermögensberatung AG. Patrick Siegrist holds a 2012 - 2014 MAS in Finance in Bank- und Finanzdienstleistungen @ Universität Zürich. With a robust skill set that includes Bankwesen, Teamführung, Vertrieb, Finanzanalyse, Beziehungsmanagement and more. Patrick Siegrist has 2 emails on RocketReach.
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