Claudia Buchmann

Director

Claudia Buchmann joined Belvalor AG in 2010 and has been a shareholder since 2014.

Education and Qualifications

  • Certified Financial Planner
    2020
  • Continuing education degree, Master in Financial Consulting
    2019
  • Certificate of Advanced Studies in Swiss Legal Aspects of Financial Planning
    2019
  • Certificate of Advanced Studies in Swiss Social Security, Insurance and Financial Planning
    2018
  • Certificate of Advanced Studies in Wealth Management
    2018
  • Certificate of Advanced Studies in Finance
    2017
  • Continuing education degree, Bachelor of Science in Business Administration with specialization in Banking and Finance at University of Applied Sciences in Zurich
    2014
  • Professional baccalaureate degree from Commercial Zurich Business School
    2007

Professional

  • Belvalor AG

    seit 2010

  • 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
  • Apprenticeship at Bank Julius Bär in Zurich
    2004 – 2007

Nationality

Swiss

Languages

German and English

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