OUR TEAM
Bettina Meier
Sales & Distribution
Career
Since January 2024
Responsible for the fund distribution in the Swiss market for Valeria Capital AG. She also supports the team with administrative and operational tasks as well as in marketing
2016 - 2023
Customer advisor at Eniso Partners AG in Zurich
Customer acquisition and customer care. Comprehensive consulting with a focus on wealth structuring and family office services
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2009 - 2016
Customer advisor for private clients in Switzerland at Credit Suisse AG in Zurich
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2002 - 2009
Roles in fund publications and reporting, marketing and communication, as well as portfolio management at Clariden Leu AG Zurich
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2000 - 2001
Marketing and office manager at FundStreet AG in Zurich
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1998 - 2000
Administrator, Management of Legal Services, Compaq AG in Zürich
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1993 - 1997
Marketing and customer care assistant at Lombard Odier & Cie. in Zurich
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Education
2001 - 2003
Management leadership school KFS, KV Business School
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1986 - 1989
Commercial apprenticeship at Schweiz. Bankgesellschaft in Zurich
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Languages
German, French and English
