director - senior client advisor private wealth - wealth management swiss clients presso ubs switzerland ag sda bocconi school of management executive mba msc supsi ba cwma@ UBS
Daniele Cerri
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Frankfurt School of Finance & Management
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FlashIntel GPTDaniele Cerri is a highly experienced Director - Senior Client Advisor Private Wealth - Wealth Management with 20 years of sales and advisory experience. Based in Lugano, Switzerland, she has a strong track record of providing tailored solutions to banking customers. Daniele is known for her ability to build long-term relationships with 200 clients and is highly reliable and indipendent. She is highly reliable, indipendent, and has excellent communication and presentation skills. Daniele is passionate about training and mentoring junior and senior client advisors.
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Director - Senior Client Advisor Private Wealth - Wealth Management with 20 years of experience in Sales and Advisory acquired within market-leading bank. Experienced in offering tailored made solutions to banking customers. Focused in building long term relationship based on common trust with 200+ clients. Highly reliable and indipendent with a strong analytical thinking. Effective communication style, positive negotiating attitude, good presentation skills, energetic, with an open-minded and innovative attitude, showing a continue willing in improving skills. Passionate about training, mentor for junior and senior client advisors.
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director - senior client advisor private wealth - wealth management swiss clients presso ubs switzerland ag sda bocconi school of management executive mba msc supsi ba cwma
Client Advisor | Private Clients Basis
Financial Services
Daniele Cerri's Professional Milestones
- Client Advisor | Private Clients Basis (2004-03-01~2005-05-01): Supporting clients in achieving their financial goals through expert advice and cultivated strong relationships.
- director - senior client advisor private wealth - wealth management swiss clients presso ubs switzerland ag sda bocconi school of management executive mba msc supsi ba cwma (2002-09-01~2004-02-01): Provided strategic counsel to clients, ensuring exceptional investment and wealth management services for Singapore clients.
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Daniele Cerri works for UBS
Daniele Cerri's role in UBS is director - senior client advisor private wealth - wealth management swiss clients presso ubs switzerland ag sda bocconi school of management executive mba msc supsi ba cwma
Daniele Cerri works in the industry of Financial Services
Daniele Cerri's colleagues are Philipp Schmutz,Riley Barrington,Fiona Henry
Daniele Cerri's latest job experience is director - senior client advisor private wealth - wealth management swiss clients presso ubs switzerland ag sda bocconi school of management executive mba msc supsi ba cwma at UBS
Daniele Cerri's latest education in Frankfurt School of Finance & Management
