Tobias Wolf Email & Phone Number
Partner, Investments and Retirement Business Leader @ Mercer
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Tobias Wolf Location
- Risch-Rotkreuz, ZG, CH
Tobias Wolf Work
- 2018 -now Partner, Investments and Retirement Business Leader @
- 2014 -2018 Head of Banking Switzerland @
- 2010 -2013 Strategy and Business Development (Senior Project Manager); Swiss UHNWI business (Acquisition Manager) @
- 2006 -2010 Strategy Consultant @
- 2005 -2005 Investment Banking Intern @
Tobias Wolf Education
- CFA Institute
CFA Charterholder
- London Business School
Masters in Finance
- ESB Business School, Reutlingen University
- Northeastern University
B.Sc., Finance & Insurance
- Lucerne University of Applied Sciences and Arts
Tobias Wolf Skills
- Strategy development
- New ideas and industry expertise in Asset Management
- Wealth Management
- Retail & Corporate Banking
- Excellent investment management knowledge
- Entrepreneurial drive
- Financial Services
- Strategic Planning
- Corporate development
- Business Development
- Private Banking Front Office (UHNWI)
- Strategic Client Acquisition in Private Banking
- Post Merger Integration (PMI)
- Project Lead / Projektleitung
- Führungsverantwortung
- Deep understanding of investment products
- Strategy Consulting
- Restructuring experience
- Customer Analytics
- Development of Retail & Private Banking Product & Service Offering
- Corporate finance
- Investment Funds & ETFs
- Alternative Investments
- Discretionary Mandates
- CFA charterholder
- Recruiting Lead for Financial Servcies Consultants
- Development of strategic recruiting approach
- Segment Management and Development
- Investment Strategy
- Financial Modelling
- M&A Advisory
- Corporate Valuation
- Leadership
- PowerPoint
- Banking
- Segment Management
- Private Banking Front Office Uhnwi
- Post Merger Integration
- Sales
- Development Of Retail And Private Banking Product And Service Offering
- Capital Markets
- Project Lead
- Strategic Client
- Projektleitung
- Strategy
- Excellent Investment
- Private Banking Front
- Retail And Corporate Banking
- New Ideas And Industry
- Retail And Corporate
- Development Of Retail
- Credit
- Change Management
- Business Strategy
- Assurance
- Post Merger Integration Pmi
- Investment Funds And Etfs
- Finanzmodelle
- Management
- Mergers and Acquisitions
- Private Banking Front Office
Tobias Wolf Summary
- Tobias Wolf, based in Risch-Rotkreuz, ZG, CH, is currently a Partner, Investments and Retirement Business Leader at Mercer. Tobias Wolf brings experience from previous roles at Capgemini Invent, Credit Suisse and The Boston Consulting Group. Tobias Wolf holds a CFA Charterholder @ CFA Institute. With a robust skill set that includes Strategy development, New ideas and industry expertise in Asset Management, Wealth Management, Retail & Corporate Banking, Excellent investment management knowledge and more. Tobias Wolf has 3 emails and 1 mobile phone numbers on RocketReach.
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