Rico Tanner
About Rico Tanner
Rico Tanner serves as the Leiter Wealth Management Rayon Biel-Seeland at UBS in Zurich, Switzerland, a position he has held since 2012. He has extensive experience in the financial sector, having previously worked at Swiss Life in various roles for over two decades.
Work at UBS
Rico Tanner has been employed at UBS since 2012, holding the position of Leiter Wealth Management Rayon Biel-Seeland. In this role, he has been responsible for overseeing wealth management operations in the Biel-Seeland region for over 12 years. Additionally, he has served as Leiter UBS Biel-Seeland since 2015, managing local operations for the past 9 years. His experience at UBS is characterized by a focus on client relationship management and financial advisory services.
Previous Experience at Swiss Life
Prior to his tenure at UBS, Rico Tanner worked at Swiss Life for a total of 19 years. He began his career there in 1990 as an Aussendienst, where he operated for 13 years until 2003. Following this role, he served as Leiter Beratungszentrum Finanzplanung for 2 years, from 2003 to 2005. Tanner then transitioned to the role of Generalagent for the Generalagentur Biel-Seeland from 2005 to 2011, where he managed a team and focused on client services.
Education and Expertise
Rico Tanner studied at the Swiss Finance Institute in 2014. His educational background complements his extensive experience in the financial services industry, particularly in wealth management and financial planning. His expertise includes client relationship management, financial advisory, and team leadership within the financial sector.
Career Timeline
Rico Tanner's career spans over three decades, beginning in 1990 at Swiss Life. His roles evolved from an Aussendienst position to leadership roles, culminating in his current positions at UBS. His career trajectory reflects a consistent focus on wealth management and client services, with significant experience in both advisory and management capacities.