Michaël Zaugg
Spécialiste en retraite et finances at Zurich AG Didier Widmer- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Reconvilier, Berne, Switzerland, CH
Languages
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Français Native or bilingual proficiency
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Allemand Professional working proficiency
Skills
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Experience
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Spécialiste en retraite et finances
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Jul 2020 - Present
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Conseiller clientèle placements
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Nov 2015 - Jul 2020
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Conseiller financier / Mandataire commercial
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Mar 2012 - Jul 2020
Conseil en gestion de fortune, placement et planification financière ainsi que de la retraite
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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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Relationship Manager Affluent Onshore
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Oct 2009 - Feb 2012
Mandataire commercial Mandataire commercial
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Education
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2017 - 2018
Mendo SA Suisse Romande
Conseiller financier avec brevet fédéral, Planification et services financiers -
2015 - 2015
IAF
Conseiller financier diplômé IAF, 4.9
Community
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