Stefan Picen
About Stefan Picen
Stefan Picen is an Executive Director and Client Investment Specialist at UBS, with extensive experience in financial markets and portfolio management. He has held various roles in prominent financial institutions, including Credit Suisse and Sparkasse Lörrach-Rheinfelden, and possesses strong negotiation skills and expertise in investment products.
Work at UBS
Stefan Picen has been employed at UBS as an Executive Director and Client Investment Specialist since 2023. His role involves providing strategic investment solutions and advice to clients. Based in Zug, Schweiz, he focuses on enhancing client relationships and acquiring new assets through effective communication and negotiation skills.
Previous Experience at Credit Suisse
Prior to his current position, Stefan Picen worked at Credit Suisse for several years in various roles. He served as a Product Specialist in Asset Management from 2008 to 2015, and later as a Director and Client Portfolio Manager from 2016 to 2023. His responsibilities included managing client portfolios and developing investment strategies tailored to client needs.
Experience at Sparkasse Lörrach-Rheinfelden
Stefan Picen began his career at Sparkasse Lörrach-Rheinfelden, where he worked as a Strategiefonds und Sales Spezialist from 2006 to 2008. During his tenure, he focused on sales strategies and fund management, contributing to the bank's client investment offerings.
Educational Background
Stefan Picen holds a Bachelor of Arts in Public Relations from Fachhochschule Hannover, which he completed from 2002 to 2005. He furthered his education at the Frankfurt School of Finance & Management, earning a Bankbetriebswirt from 2007 to 2008. Additionally, he studied Portfolio Management at Credit Suisse AG - Business School in 2009.
Skills and Specializations
Stefan Picen possesses a profound understanding of financial markets and portfolio management. He specializes in providing strategic and conceptual advice to premium clients, focusing on investment products within asset management and private banking. His excellent negotiation skills, combined with empathy and dynamism, enhance his ability to communicate effectively with clients.