Manuel Aeberli

Project Manager

Manuel shapes responsible banking with a clear focus on client needs. He develops growth strategies and works with relationship managers to embed concepts in daily business.

He holds a master’s degree in Financial Consulting from ZHAW and is a Certified Financial Planner CFP®. He draws on 30+ years of experience in client relationship management, sales processes and segment management. Alongside savvy, he runs a financial planning firm advising private clients on all financial matters.

He was responsible for client book planning and advanced the digitalization of holistic advisory for private and regional banks and a fintech.