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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

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