{"id":3648,"date":"2022-05-20T11:22:56","date_gmt":"2022-05-20T09:22:56","guid":{"rendered":"https:\/\/chartvalor.odin.toweb.swiss\/team\/erwin-holenstein\/"},"modified":"2022-11-15T11:02:45","modified_gmt":"2022-11-15T10:02:45","slug":"erwin-holenstein","status":"publish","type":"page","link":"https:\/\/chartvalor.ch\/en\/team\/erwin-holenstein\/","title":{"rendered":"Erwin Holenstein"},"content":{"rendered":"

\n
<\/span> +41 (0)44 209 60 74<\/a><\/div>\n
<\/span>erwin.holenstein@chartvalor.ch<\/a><\/div>\n<\/div>\n<\/div><\/div><\/div><\/div><\/div>

ERWIN HOLENSTEIN, 1955<\/h1><\/div>

Partner \/ Eidg. dipl. Bankfachmann<\/p>\n<\/div><\/div><\/div><\/div><\/div>

<\/span><\/div><\/div><\/div>

Berufliche Laufbahn<\/h2><\/div>

Seit Mai 2016<\/b>
\nSelbst\u00e4ndiger Verm\u00f6gensverwalter<\/p>\n

2008 – Mai 2016<\/b>
\nSenior Client Partner Wealth Management
\nUBS Z\u00fcrich<\/p>\n

2004 – 2008<\/strong>
\nMarktgebietsleiter Wealth Management
\nUBS Z\u00fcrich linkes Ufer<\/p>\n

1999 – 2004<\/strong>
\nCountry Desk Head Swiss Clients
\nUBS Bleicherweg & Z\u00fcrich-Wiedikon<\/p>\n

1992 – 1999<\/strong>
\nFinanzchef
\nSBG Z\u00fcrich-Wiedikon<\/p>\n

1988 – 1992<\/strong>
\nKundenberater & Stv. Finanzchef
\nSBG Z\u00fcrich-Wiedikon<\/p>\n

1982 – 1988<\/strong>
\nNiederlassungsleiter
\nSBG Zollikerberg<\/p>\n

1977 – 1982<\/strong>
\nDiverse Stationen
\nZ\u00fcrcher Kantonalbank Z\u00fcrich & Urdorf<\/p>\n<\/div><\/div><\/div>

Pers\u00f6nliches<\/h2><\/div>

In einer Zeit zunehmender Komplexit\u00e4t und Standardisierung will ich mir Zeit f\u00fcr meine Kunden nehmen und im Bereich Anlageberatung, Vorsorge, Nachfolge und Steuern ein hohes Mass an individueller Beratungs- und Servicequalit\u00e4t bieten.<\/p>\n<\/div><\/div><\/div><\/div><\/div><\/p>\n","protected":false},"excerpt":{"rendered":"","protected":false},"author":1,"featured_media":0,"parent":3619,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"100-width.php","meta":{"footnotes":"","_links_to":"","_links_to_target":""},"class_list":["post-3648","page","type-page","status-publish","hentry"],"yoast_head":"\nErwin Holenstein - Chartvalor AG<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/chartvalor.ch\/en\/team\/erwin-holenstein\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Erwin Holenstein - 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