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 - Universität Zürich | University of Zurich
DAS Finance (Banking)
2011-2012 - IWB Luzern
Finanzplaner mit eidg. FA
2004-2006 - Certified Wealth Management Advisor CWMA
Zertifikat Wealth Management Advisor CWMA (Vermögensverwaltung / Wealth Management)
2019
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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