Thomas Willi Email
Expert Client Relationship Manager for Multi Family Offices and Institutional Clients @ Credit Suisse
Thomas Willi Location
Herrliberg, ZH, CH
Thomas Willi Work
- 2017 - now Expert Client Relationship Manager for Multi Family Offices and Institutional Clients @ Credit Suisse
- 2017 - 2017 Head of Multi Family Office Zurich @ Credit Suisse
- 2007 - 2017 Senior Client Relationship Manager @ Credit Suisse
Thomas Willi Education
- HSLU Hochschule Luzern - Wirtschaft Institut für Finanzdienstleistung Zug IFZ
Master of Advanced Studies (Private Banking & Wealth Management)
2019 - 2022 - HSLU Hochschule Luzern - Wirtschaft Institut für Finanzdienstleistungen Zug IFZ
Certificate of Advanced Studies (Asset Management)
2020 - 2020 - HSLU Hochschule Luzern - Wirtschaft Institut für Finanzdienstleistungen Zug IFZ
Certificate of Advance Studies (Anlageberatung)
2019 - 2020
- HSLU Hochschule Luzern - Wirtschaft Institut für Finanzdienstleistung Zug IFZ
Certificate of Advance Studies (Digital Banking)
2019 - 2019 - Swiss Association for Quality
Certified Wealth Management Advisor (CWMA) (Betriebsökonomie mit Vertiefung Banking, Finance)
2001 - 2018 - ZHAW School of Management and Law2001 - 2005
Thomas Willi Skills
- Strategic Planning
- Research
- Bankwesen
- Derivate
- Project Management
- Change Management
- Private Banking
- Customer Service
- Investitionen
Thomas Willi Summary
Thomas Willi, based in Herrliberg, ZH, CH, is currently a Expert Client Relationship Manager for Multi Family Offices and Institutional Clients at Credit Suisse. Thomas Willi brings experience from previous roles at Credit Suisse. Thomas Willi holds a 2019 - 2022 Master of Advanced Studies in Private Banking & Wealth Management @ HSLU Hochschule Luzern - Wirtschaft Institut für Finanzdienstleistung Zug IFZ. With a robust skill set that includes Strategic Planning, Research, Bankwesen, Derivate, Project Management and more. Thomas Willi has 2 emails on RocketReach.
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