Yannick Ulmann Location
Möhlin, AG, CH
Yannick Ulmann Work
- 2024 - now Central Sales Manager Wealth Management CH @ UBS Group AG
- 2021 - 2024 Regional Sales Manager ZH @ UBS Group AG
- 2016 - 2021 Senior Wealth Management Client Advisor @ UBS Group AG
- 2012 - 2016 Privatkundenberater @ UBS Group AG
- 2008 - 2012 Assistent Wealth Management @ UBS Group AG
- 2006 - 2007 UBS Allrund Praktikum @ UBS Group AG
Yannick Ulmann Education
- Universität Bern
MAS in Banking (Finance, General)
2020 - 2021 - Universität Bern
DAS in Banking (Banking and Financial Support Services)
2019 - 2020 - Universität Bern
CAS Asset Management (Banking and Financial Support Services)
2018 - 2018
- Wirtschaftsschule KV Baden
Finanzplaner mit eidg. Fachausweis (Finanzplanung und -dienste)
2011 - 2013 - UBS Allroundpraktikum
Berufsmaturität (Wirtschaft)
2006 - 2008 - Wirtschaftsmittelschule Basel-Stadt
Handelsdiplom und Berufsmaturität (Wirtschaft)
2003 - 2006
Yannick Ulmann Skills
- Kundenberatung
- Kundenbindung
- Kundenzufriedenheit
- Kundenerfahrung
- Kundengewinnung
- Langfristige Kundenbeziehungen
- Anlageberatung
- Hypothekenbankgeschäfte
- Vorsorgeplanung
- Finanzplanung
Yannick Ulmann Summary
Yannick Ulmann, based in Möhlin, AG, CH, is currently a Central Sales Manager Wealth Management CH at UBS. Yannick Ulmann brings experience from previous roles at UBS and UBS AG. Yannick Ulmann holds a 2020 - 2021 MAS in Banking in Finance, General @ Universität Bern. With a robust skill set that includes Kundenberatung, Kundenbindung, Kundenzufriedenheit, Kundenerfahrung, Kundengewinnung and more. Yannick Ulmann has 2 emails on RocketReach.
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