Marco Rohrbach

Vermögensverwalter / Partner at Invethos AG
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Contact Information
us****@****om
(386) 825-5501
Location
CH

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Experience

    • Switzerland
    • Financial Services
    • 1 - 100 Employee
    • Vermögensverwalter / Partner
      • Dec 2018 - Present

      Swiss Certified Banker / MAS Finance Kundenberater / Vermögensverwaltung / Financial Planning Swiss Certified Banker / MAS Finance Kundenberater / Vermögensverwaltung / Financial Planning

    • Switzerland
    • Banking
    • 700 & Above Employee
    • Executive Director
      • 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

    • Switzerland
    • Banking
    • 700 & Above Employee
    • Executive Director
      • 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

  • Bank Leu AG
    • 8001 Zürich
    • Director
      • Jan 1998 - Sep 1999

      Director, Teamhead und Kundenbetreuer Externe Vermögensverwalter, Zürich Director, Teamhead und Kundenbetreuer Externe Vermögensverwalter, Zürich

    • Switzerland
    • Banking
    • 400 - 500 Employee
    • Prokurist
      • Jan 1990 - Aug 1997

      Anlage- und Finanzberatung, Wertschriften-Backoffice Anlage- und Finanzberatung, Wertschriften-Backoffice

Education

  • ZHW Winterthur
    Nachdiplom-Studium / Master in Financial Consulting, Financial Consulting
    2004 - 2006
  • Kaufmännische Berufsschule Zürich
    Eidg. Dipl. Bankfachmann
    1993 - 1995

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