Patrick Eberle

Vermögensberater at Raiffeisenbank Region linker Zürichsee
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Contact Information
us****@****om
(386) 825-5501
Location
CH

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Credentials

  • Certified Wealth Management Advisor CWMA
    SAQ Swiss Association for Quality
    Jan, 2020
    - Nov, 2024

Experience

  • Raiffeisenbank Region linker Zürichsee
    • Switzerland
    • Financial Services
    • 1 - 100 Employee
    • Vermögensberater
      • Nov 2019 - Present

      -Standortverantwortlicher Geschäftsstelle Pfäffikon SZ-Vermögensberatung -Hypothekarberatung-Vorsorgeplanung

    • Geschäftsstellenleiter/ Privatkundenberater
      • Oct 2012 - Nov 2019

  • UBS
    • Switzerland
    • Financial Services
    • 700 & Above Employee
    • Client Advisor
      • Nov 2007 - Jul 2012

      -Betreuung von wohlhabenden Privatkunden im Bereich Anlegen - Finanzierung und Vorsorge

    • Privatkundenberater Individualkunden
      • Jan 1995 - Oct 2007

      -Hypothekenberatung-Anlageberatung-Vorsorgeberatungen

  • Schweizerische Bankgesellschaft
    • Lachen, Schwyz, Schweiz
    • Basiskundenberater
      • Aug 1989 - Jan 1995

Education

  • BWZ Rapperswil-Jona
    Bankfachmann mit eidg. Fachausweis
    2002 - 2005

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