Marco Bieri, CFA
Relationship Manager Private Banking@ J. Safra Sarasin
Switzerland
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Marco Bieri, CFA is a highly experienced private banking professional with over 20 years of work experience. He is currently working as a Clientberater Private Banking at Bank J. Safra Sarasin Ltd in Switzerland. Marco has a strong background in customer service and has worked with renowned companies such as UBS, Banque Hottinger & Cie SA, Credit Suisse, and Bank J. Safra Sarasin Ltd. His expertise lies in providing excellent financial services and portfolio management. Marco's extensive experience and skills make him a valuable asset in the field of private banking.
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Emails and Phone Numbers

@hottinger.com
@jsafrasarasin.com
@jsafrasarasin.com
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About

Kundenberater Private Banking at Bank J. Safra Sarasin Ltd

Work Experience

Basel
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Marco Bieri, CFA's Professional Milestones

  • Assistant Relationsship Manager | Private Banking (2003-08-01~2007-09-01): Enhanced strong relationships with clients, resulting in increased customer satisfaction and loyalty.
  • Client Advisor (2011-10-01~2014-09-01): Delivered exceptional client experiences, resulting in increased client satisfaction and loyalty.
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