Key professional milestones
Senior assistant in Wealth Management
After several years in private banking, Alessia made the switch to wealth management. Alessia moved to a renowned Zurich-based wealth manager where she was able to further deepen and specialize her banking and wealth management know-how.
As a senior assistant, she supported the client advisors and partners in their daily work and took on additional tasks in the family office for wealthy families.
Career start in private banking
At Bank Julius Baer & Co. AG, Alessia learned the banking business and private banking in particular from scratch. After completing her banking apprenticeship, Alessia worked as an assistant in Private Banking Zurich, where she was responsible for various internal projects. The constant support of the demanding clientele and the assurance of a high customer standard were part of her main tasks.
In addition, she was responsible for the assistant pool and actively participated in audit-related projects. After three years Alessia decided to move internally to the Special Client Services UHNWI team and supported the relationship managers and the team leader in servicing high net worth key clients, mainly in the Swiss market.
Qualifications
- Bachelor of Science in Business Psychology at Kalaidos University of Applied Sciences
- Bankkauffrau EFZ with vocational baccalaureate at Bank Julius Bär & Co AG.
Alessia is fluent in German, English and Italian.