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OUR PARTNERS

Bettina Meier
Sales & Distribution

Career

Since January 2024    

Responsible for the fund distribution in the Swiss market for Valeria Capital AG

 

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

2009 - 2016

Customer advisor for private clients in Switzerland at Credit Suisse AG in Zurich 

2002 - 2009

Roles in fund publications and reporting, marketing and communication, as well as portfolio management at Clariden Leu AG Zurich 

2000 - 2001

Marketing and office manager at FundStreet AG in Zurich

1998 - 2000

Administrator, Management of Legal Services, Compaq AG in Zürich

1993 - 1997

Marketing and customer care assistant at Lombard Odier & Cie. in Zurich

Education

2001 - 2003

Management leadership school KFS, KV Business School

1986 - 1989

Commercial apprenticeship at Schweiz. Bankgesellschaft in Zurich

Languages

German, French and English

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