Yannick Ulmann Email
Central Sales Manager Wealth Management CH @ UBS Group AG
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Yannick Ulmann Location
- Möhlin, AG, CH
Yannick Ulmann Work
- 2024 -now Central Sales Manager Wealth Management CH @
- 2021 -2024 Regional Sales Manager ZH @
- 2016 -2021 Senior Wealth Management Client Advisor @
- 2012 -2016 Privatkundenberater @
- 2008 -2012 Assistent Wealth Management @
- 2006 -2007 UBS Allrund Praktikum @
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
- Finanzmärkte
- Vermögensverwaltung
- Vermögende Privatpersonen
- Englisch
- Deutsch
- Private Banking
- Bankwesen
- Kundenanalyse
- Risikomanagement
- Investitionen
- Langfristige
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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