Stefan Anklin
About Stefan Anklin
Stefan Anklin is a Teamleader in Institutional Client Advisory at UBS, where he has worked since 2016. He previously held various roles at Julius Baer and UBS, accumulating extensive experience in client advisory and relationship management.
Work at UBS
Stefan Anklin has held multiple roles at UBS since joining the firm. He currently serves as Teamleader for Institutional Client Advisory, a position he has held since 2018. In this role, he oversees a team dedicated to managing relationships with institutional clients. Prior to this, he worked as a Director and Relationship Manager for Institutional Clients starting in 2016. His responsibilities include developing and maintaining client relationships and providing tailored financial solutions.
Previous Experience at Julius Baer
Before his tenure at UBS, Stefan Anklin worked at Julius Baer for nine years, from 2002 to 2011. He held the position of Director - Client Advisor in Private Banking during this time. His role involved advising high-net-worth individuals and managing their investment portfolios. This experience contributed to his expertise in client advisory services within the financial sector.
Career Progression at UBS
Stefan Anklin's career at UBS reflects a steady progression in responsibilities. He began as a Director - Client Advisor for High Net Worth Individuals (HNWIs) from 2011 to 2016, where he focused on servicing affluent clients. His transition to the role of Relationship Manager for Institutional Clients marked a shift towards managing larger institutional accounts, culminating in his current leadership position in Institutional Client Advisory.
Location and Work Environment
Stefan Anklin has consistently worked in Zurich, Switzerland, throughout his career. His roles at both UBS and Julius Baer have been based in this financial hub, which is known for its robust banking sector and international clientele. The Zurich office environment has provided him with opportunities to engage with a diverse range of clients and financial products.