Marco Rohrbach
Vermögensverwalter / Partner at Invethos AG- Claim this Profile
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Bio
Experience
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Invethos AG
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Switzerland
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Financial Services
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1 - 100 Employee
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Vermögensverwalter / Partner
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Dec 2018 - Present
Swiss Certified Banker / MAS Finance Kundenberater / Vermögensverwaltung / Financial Planning Swiss Certified Banker / MAS Finance Kundenberater / Vermögensverwaltung / Financial Planning
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Julius Baer
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Switzerland
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Banking
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700 & Above Employee
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Executive Director
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Nov 2008 - Dec 2018
Kundenberater, Relationship Manager Bank Julius Bär & Co. AG, Bern Teamhead & Relationship Manager (ab 2012 bis 30.06.2015), Bern ab 01.07.2015 bis 31.12.2018 Senior Relationship Manager, Bern Kundenberater, Relationship Manager Bank Julius Bär & Co. AG, Bern Teamhead & Relationship Manager (ab 2012 bis 30.06.2015), Bern ab 01.07.2015 bis 31.12.2018 Senior Relationship Manager, Bern
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Credit Suisse
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Switzerland
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Banking
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700 & Above Employee
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Executive Director
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Oct 1999 - Oct 2008
Kundenberater, Relationship Manager Credit Suisse Private Banking, Bern Teamhead & Relationship Manager, Bern Kundenberater, Relationship Manager Credit Suisse Private Banking, Bern Teamhead & Relationship Manager, Bern
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Bank Leu AG
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8001 Zürich
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Director
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Jan 1998 - Sep 1999
Director, Teamhead und Kundenbetreuer Externe Vermögensverwalter, Zürich Director, Teamhead und Kundenbetreuer Externe Vermögensverwalter, Zürich
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Aargauische Kantonalbank
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Switzerland
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Banking
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400 - 500 Employee
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Prokurist
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Jan 1990 - Aug 1997
Anlage- und Finanzberatung, Wertschriften-Backoffice Anlage- und Finanzberatung, Wertschriften-Backoffice
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Education
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ZHW Winterthur
Nachdiplom-Studium / Master in Financial Consulting, Financial Consulting -
Kaufmännische Berufsschule Zürich
Eidg. Dipl. Bankfachmann