Tobias Wehrli
Bis 2017, Head Wealth Planning Europe & Emerging Markets (EEM), UBS Switzerland AG
Zürich, Schweiz
Werdegang
Berufserfahrung von Tobias Wehrli
Bis heute 6 Jahre und 10 Monate, seit Sep. 2017
Head Global UHNW Greece & Cyprus
UBS Switzerland AG
Leading a team of 12 people (Relationship Managers, Investments Advisors, CA Assistants and a Risk Specialist) who service Greek and Cypriot Ultra High Net Worth individuals.
1 Jahr und 2 Monate, Juli 2016 - Aug. 2017
Head Wealth Planning Europe & Emerging Markets (EEM)
UBS Switzerland AG
Management/supervision of solid-line direct reports and their subordinates. Leading & managing WP Europe & Emerging Markets, an organization of experts across Europe and Emerging markets (attorneys-at-law, lawyers, tax experts, certified financial planners, etc.) advising mainly Ultra High Net Worth and High Net Worth clients in legal & tax matters, predominantly in the area of tax / structuring, succession & estate planning, financial planning and relocation planning.
4 Jahre und 1 Monat, Juni 2012 - Juni 2016
Head Wealth Planning Europe
UBS AG
2 Jahre und 5 Monate, Jan. 2010 - Mai 2012
Head Wealth Planning International
UBS AG
8 Monate, Mai 2009 - Dez. 2009
Head Wealth Planning Swiss Clients
UBS AG
11 Monate, Juni 2008 - Apr. 2009
Head P&S Consulting Swiss Clients
UBS AG
6 Monate, Dez. 2007 - Mai 2008
Head Wealth Planning Swiss Clients
UBS AG
11 Monate, Jan. 2007 - Nov. 2007
Teamleiter
UBS AG
8 Jahre und 3 Monate, Okt. 1998 - Dez. 2006
Wealth Planner
UBS AG
Ausbildung von Tobias Wehrli
2005 - 2007
LL.M. (International Tax)
Universität Wien
2000 - 2002
Financial Consultant CFP / Executive Master of Finance
Hochschule Winterthur
1993 - 1998
Jurisprudenz
Universität Bern
Sprachen
Deutsch
Muttersprache
Englisch
Fließend
Französisch
Gut
Spanisch
Grundlagen