Philipp Holenstein Email
Investment Advisor Wealth Management @ UBS Group AG
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Philipp Holenstein Location
- Switzerland
Philipp Holenstein Work
- 2024 -now Investment Advisor Wealth Management @
- 2023 -2024 Account Manager - UHNW Switzerland @
- 2022 -2023 Client Advisor UHNW Germany @
- 2020 -2022 Senior Private Client Advisor @
- 2019 -2020 Relationship Manager @
- 2017 -2018 Career Start Relationship Management @
- 2016 -2017 Kundenberater Zentrales Entwicklungsteam @
- 2014 -2016 Cash Service Advisor @
- 2011 -2014 Young Talent (KV) @
Philipp Holenstein Education
- Hochschule Luzern
Master of Science (Banking and Finance)
2020-2022 - Naveen Jindal School of Management, UT Dallas
(Master of Business Administration)
2021-2021 - Fachhochschule Nordwestschweiz FHNW
Bachelor of Science (Betriebsökonomie mit Vertiefung Banking & Finance)
2016-2020 - Kalaidos Fachhochschule Schweiz
Certified Wealth Management Advisor CWMA
2018-2019 - Handelsschule KV Aarau
Kaufmann (M-Profil)
2011-2014
Philipp Holenstein Summary
- Philipp Holenstein, based in Switzerland, is currently a Investment Advisor Wealth Management at UBS. Philipp Holenstein brings experience from previous roles at Credit Suisse and Neue Aargauer Bank. Philipp Holenstein holds a 2020 - 2022 Master of Science in Banking and Finance @ Hochschule Luzern. Philipp Holenstein has 2 emails on RocketReach.
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