heike klauser

heike klauser

authorized officer, assistant wealth management

About

Client Advisor bei UBS Wealth Management

Country

switzerland

City

basel

Industry

financial services

Skill

bankwesen, finanzdienstleistungen, depotverwaltung, portfolio management, kundendienst management, teamwork, finanzwesen

Experience

ubs

authorized officer, assistant wealth management

ubs

2017-8 - Present · 9 yrs 2 mos
sabbatical

weltreise

sabbatical

2015-9 - 2017-3 · 1 yr 7 mos
lcci international qualifications

student

lcci international qualifications

2017-4 - 2017-8 · 5 mos
sparkasse schopfheim-zell hauptstelle

bankkauffrau, allrounder

sparkasse schopfheim-zell hauptstelle

2003-7 - 2004-7 · 1 yr 1 mo

authorized officer, assistant wealth management

gaba corporation

mitarbeiterin vertriebsinnendienst

gaba corporation

2007-2 - 2007-6 · 5 mos
ubs

authorized officer, client advisor private client international

ubs

2012-11 - 2015-8 · 2 yrs 10 mos
ubs

private client advisor retail

ubs

2009-11 - 2012-10 · 3 yrs

Private Clients National and International

volksbank freiburg eg

customer service and advice manager

volksbank freiburg eg

2004-8 - 2005-8 · 1 yr 1 mo
ubs

private client advisor international

ubs

2007-6 - 2009-10 · 2 yrs 5 mos

Education

frankfurt school of finance & management

frankfurt school of finance & management

2013-1 - 2015-1 · 2 yrs 1 mo

heike klauser's Contact Information

Email

******@***.com

Phone

(**) *** ****

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