Philipp Baumann

Mitglied der Geschäftsleitung

Inhaber, Partner, Bankenberatungszentrum
St. Gallen, Switzerland

Fähigkeiten und Kenntnisse

Projektmanagement
BWL
Marketing
Ausbildung
Anlageberatung
Zertifizierung
Bankfach

Werdegang

Berufserfahrung von Philipp Baumann

  • Current 11 months, since Jul 2025

    Partner

    Bankenberatungszentrum

    SAQ Zertifizierungsverantwortlicher

  • 3 years and 7 months, Mar 2019 - Sep 2022

    Business Manager

    UBS AG

  • 3 years and 7 months, Aug 2014 - Feb 2018

    Sales Manager

    UBS Wealth Management

    Affluent Segment Sales Manager for UBS Global Emerging Markets

  • 5 years and 6 months, Sep 2012 - Feb 2018

    Director, Project & Sales Manager

    UBS AG

    Lead Segment Offering and Service Model for Affluent Wealth Management Europe

  • 11 months, Oct 2011 - Aug 2012

    Director, Project Manager

    UBS AG

    Senior PMO; responsible for planning (project plan, milestones, tollgates), RAID- & Dependency/ Deliverables-Log as well as Technology Transformation within HR Transformation Switzerland, key-role in global Training-Approach and global planning

  • 5 months, May 2011 - Sep 2011

    Director, Project Manager

    UBS AG

    Developing, implementing and educating of Tool for Global UHNW. Involved in Project Top1500 Clients in CH, APAC and Europe: Analysis and Client Development for Global UHNW

  • 1 year and 3 months, Feb 2010 - Apr 2011

    Director; Head Performance Reporting

    UBS AG

    Head Performance Reporting Performance Analyst and Project Manager; Development of tools und processes for Investment Management

  • 2 years and 7 months, Aug 2007 - Feb 2010

    Director

    UBS AG Zürich

    Performance Analyst and Project Manager; Development of tools und processes for Investment Solutions

  • 2 years, Aug 2005 - Jul 2007

    Associate Director

    UBS AG New York

    Responsible for building up marketing, tools and platforms such as the intranet-webplatform and marketing tools for UBS Investment Solutions in Manhattan, New York.

  • 3 years and 10 months, Oct 2001 - Jul 2005

    JKP & Business Manager

    UBS AG Zürich & Luzern

    Worked in various areas of UBS in Lucerne and Zurich: as Client Advisor Assistent, Active Advisor, Client Advisor, within Wealth Management Research, Business Management for Corporate Clients and Investement Solutions - developing tools and processes

  • 3 years and 1 month, Oct 1995 - Oct 1998

    Trainee

    Zürcher Kantonalbank, Zürich

    High-School-Trainee: cashier's desk, Real Estate Loans, Derivative Trading, education for trainees and apprentice. Afterwards working in Derivative Trading

Ausbildung von Philipp Baumann

  • 2 years and 6 months, Sep 2022 - Feb 2025

    Betriebswirtschaftslehre

    Universität Freiburg (Schweiz)

  • 3 years, Oct 1998 - Sep 2001

    HSW Olten

    Finance & Controlling

Sprachen

  • German

    C2 (Verhandlungssicher / Muttersprachlich)

  • English

    C1 (Fließend)

  • French

    B1-B2 (Gute Kenntnisse)

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