Stephanie Bos
About Stephanie Bos
Stephanie Bos serves as the Deputy Team Leader of Real Estate Partner WM CH at UBS, a position she has held since 2020. With a background in finance and customer advisory roles at various banks, she has accumulated extensive experience in the financial sector.
Current Position at UBS
Stephanie Bos currently holds the position of Stv. Teamleiterin Real Estate Partner WM CH at UBS. She has been in this role since 2020, contributing to the team for four years. Her responsibilities include overseeing real estate partnerships and managing client relationships within the wealth management sector in Basel und Umgebung, Schweiz.
Previous Experience at UBS
Before her current role, Stephanie Bos worked at UBS as Kundenberaterin Privatkunden from 2013 to 2018. During her five years in this position, she focused on providing financial advice and services to private clients in Basel und Umgebung, Schweiz.
Experience at Other Financial Institutions
Stephanie Bos has held various positions in the banking sector. She worked at Basler Kantonalbank as Privatkundenberaterin PKI ehem. Affluent from 2018 to 2020 for two years. Prior to that, she was employed at Basellandschaftliche Kantonalbank as Kundenberaterin Schalter from 2011 to 2013 for two years.
Education and Qualifications
Stephanie Bos has a strong educational background in finance. She studied at KV Liestal and achieved Bankkauffrau M-Profil from 2008 to 2011. She furthered her education at FMS Münchenstein, obtaining Fachmatur Pädagogik from 2004 to 2008. Additionally, she studied at Iffp, where she earned dipl. Finanzberaterin IAF in 2018 and Finanzplanerin mit eidg. Fachausweis in 2019.
Current Role at CYP
Since 2021, Stephanie Bos has been working at CYP as Prüfungsexpertin for three years. In this role, she is involved in examination processes, contributing her expertise in finance and client advisory services.