Jan Peter Hartmann

MBA, CFA, FRM

Senior Relationship Manager für HNWI & UHNWI Kunden

(The company name is only visible to registered members)

8070 Zürich
Switzerland

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Personal information

Haves

Individuelle Beratung und Betreuung in Deutschland lebender, sehr vermögender Privatkunden durch eine führende Bank in Zürich.
Interests

Kunst, Segeln, Skifahren, Biken
Organizations

Rotary Club Zürich-Bellerive, CFA Institute, Global Association of Risk Managers, Wharton Alumni Switzerland, Swiss Association of MBAs, Clausewitz Gesellschaft
Groups

Professional experience

Jun 2008 - present
(4 years)

Senior Relationship Manager für HNWI & UHNWI Kunden

(The company name is only visible to registered members)

Industry: Banking, (Private Banking, Vermögensverwaltung)
Jan 2007 - May 2008
(1 year, 5 months)

Leiter Deutschland Desk

Berenberg Bank (Schweiz) AG, http://www.berenberg.ch

Industry: Banking
Sep 2002 - Jan 2007
(4 years, 5 months)

Mitglied der Geschäfsleitung

GEBB mbH

Industry: Management Consulting
Relationship Manager

Goldman, Sachs & Co., http://www.gs.com

Industry: Banking
Relationship Manager

Deutsche Bank AG, http://www.deutsche-bank.com

Industry: Banking

Employment status

Executive

Educational background

Aug 2002 - Feb 2003

GARP, Global Association of Risk Professionals
FRM, Financial Risk Manager
Feb 1999 - Sep 2003

CFA Institute
CFA, Chartered Financial Analyst
May 1996 - May 1998

Wharton, University of Pennsylvania
Executive MBA Programm, MBA with Distinction
Nov 1990 - May 1994

Fachhochschule Rendsburg
Controlling, Rechnungswesen, Steuern, Dipl. Betriebswirt

Languages

German (First language), English (Fluent), French (Good knowledge)