Claudia Buchmann
Partner
Claudia Buchmann joined Belvalor AG in 2010 and has been a shareholder since 2014.
Education and Qualifications
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Certified Financial Planner2020
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Continuing education degree, Master in Financial Consulting2019
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Certificate of Advanced Studies in Swiss Legal Aspects of Financial Planning2019
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Certificate of Advanced Studies in Swiss Social Security, Insurance and Financial Planning2018
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Certificate of Advanced Studies in Wealth Management2018
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Certificate of Advanced Studies in Finance2017
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Continuing education degree, Bachelor of Science in Business Administration with specialization in Banking and Finance at University of Applied Sciences in Zurich2014
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Professional baccalaureate degree from Commercial Zurich Business School2007
Professional
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Belvalor AG
seit 2010
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She came to Belvalor from Bank Julius Bär, where she worked on a relationship management team. During this time she worked both in London and Zurich and perfected her English with a stay in Australia.2007 – 2010
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Apprenticeship at Bank Julius Bär in Zurich2004 – 2007
Nationality
Swiss
Languages
German and English