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Head Intermediaries & Private Banking

Tobias Wehrli

Head Intermediaries & Private Banking
born 1977, citizen of Switzerland
Tobias Wehrli

Career

Today
2020
-
Today
Head Intermediaries & Private Banking VP Bank Ltd, Vaduz
Member of Group Executive Management
2015
-
2020
Head Intermediaries VP Bank Ltd Special responsibility VP Group:
Locations Zurich, Singapore, Luxembourg, Liechtenstein
2016–2019 additional team management "Commercial Banking Domestic"
2009
-
2015
St. Galler Kantonalbank AG, St. Gallen
Head of Desk for external asset managers
Member of the Management Board
2010
2007
-
2009
Financial Architects Schweiz, Wil
Investment advisor for Swiss doctors FMH
Deputy General Manager / Partner
2005
-
2007
Credit Suisse Private Banking, St. Gallen
Relationship Manager for foreign countries
Assistant Vice President
2004
-
2005
Swiss American Sec. Inc., New York City, USA
Broker, Trading and Sales
Assistant Vice President
2001
-
2004
Credit Suisse Private Banking Frauenfeld
Relationship Manager domestic
Assistant Vice President
2000
1997
-
1998
UBS Zurich
Financial Education Team

1996
-
1997
UBS Wil
Commercial employee in private customer business
1993
-
1996
UBS Wil
Commercial training incl. BMS (vocational maturity school)

Education

2012
-
2014
Executive MBA - Executive Master of Business Administration FH St. Gallen
deepening service management

2006
Fit for CAS Customers (Comprehensive Advice Seeking)
2005
Next PACE – Credit Suisse Advisory Process in Private Banking

2004
Series 7 / General Securities Registered Representative
(American NYSE Trader Exam)
2003
-
2004
Executive Master of Financial Planning CFP Postgraduate studies at the FHS Fachhochschule für Technik, Wirtschaft und Soziale Arbeit St. Gallen
(University of Applied Sciences)
1998
-
2001
FHS Fachhochschule für Technik, Wirtschaft und Soziale Arbeit St. Gallen
(University of Applied Sciences; Field of study: Economics with specialisation in financial services)