Key professional milestones
Establishment in the financial industry
Stefan worked at UBS AG in Zurich as a Client Manager, where he was responsible for supporting client advisors in wealth management for affluent to ultra-high-net-worth (UHNWI) clients in Switzerland and internationally.
Real Estate and Finance
In addition to his experience in the banking sector, Stefan gained experience in real estate and finance at Jones Lang LaSalle (JLL). There, he worked in Valuation & Transaction Advisory, where he performed tasks, such as creating discounted cash flow valuations. Furthermore, his responsibilities included research assignments and the development of client presentations for transaction mandates.
Compliance and Risk Management
He also worked at Deloitte in the Forensic Financial Advisory Team, where he supported the second line of defense. This included reviewing KYC (Know Your Customer) for high-risk clients in accordance with current legislation and internal bank AML (Anti-Money Laundering) guidelines. He also analyzed high-risk transactions in compliance with applicable Swiss AML/CTF (Anti-Money Laundering/Combating the Financing of Terrorism) standards.
Merchant Banking
Before assuming the position of Chief of Staff with us, Stefan worked for two years as an assistant on the front lines. During this time, he gained valuable experience in client service, opening complex client structures, and documenting international transactions.
Professional Athlete
Prior to his studies and professional career, Stefan was a professional swimmer for nearly 15 years. He became a multiple Swiss champion in relays and participated in international competitions such as the European Youth Olympic Festival (EYOF) 2013 in Utrecht (NLD), the North Sea Swim Meet in Stavanger (NOR), and more.
Qualifications
- Currently studying for a bachelor’s degree in business administration at the HWZ
- Cambridge Certificate in Advanced English
Stefan is fluent in German and English and has good skills in French and Italian.