Jonas Brachtel

„Connecting great people, building networks and unlocking opportunities.“ | Global Wealth Management | UHNWI | Founders & Executives Banker at UBS | Executive Director |

Frankfurt, Hesse, Germany

About

„Connecting great people, building networks and unlocking opportunities“ /*********/ This is an official LinkedIn profile of UBS Group AG and/or its subsidiaries or affiliates (UBS) that is maintained by the owner of this profile or the associated business management of the owner’s business unit. The content on this profile is for information purposes only and intended exclusively for persons domiciled in the country where the owner’s business unit is located and only as may be permitted by applicable law. Please find further information on UBS’s social media presence on our website (https://www.ubs.com/social-legal). UBS will never ask other users to disclose sensitive data (e.g., ID, account number, passwords, PIN codes or other security codes). For more information about how UBS processes your data and your respective rights please read our Privacy Statement (https://www.ubs.com/global/en/legal/privacy.html).

Experience

  • UBS ()
    • Client Advisor UHNWI - Executive Director - Global Wealth Management
      Sep 2025 - Present · 11 mos

      Hybrid role between Client Relationship Management and Investment Advisory amongst all traditional and non traditional (Alternatives e.g. Private Equity, Venture Capital, etc.) Asset classes. Serving Ultra High Net Worth Individuals & Families, Trusts, Family Offices as well as Companies. - Focus on Founders and Executives - - Focus on Alternative Assets - Financial markets specialist.

    • Client Advisor HNWI - Executive Director - Global Wealth Management
      Mar 2025 - Sep 2025 · 7 mos

    • Client Advisor HNWI - Director - Global Wealth Management
      Mar 2022 - Mar 2025 · 3 yrs 1 mo

  • Investment Counselor at Fisher Investments
    Jan 2016 - May 2018 · 2 yrs 5 mos

  • Kreissparkasse Groß-Gerau ()
    • Private Banking Berater
      Jan 2013 - Dec 2015 · 3 yrs

    • Dozent Inhouse
      Jan 2013 - Dec 2015 · 3 yrs

      Kapitalmärkte & Wertpapiergeschäft

    • Geschäftsstellenleiter/ Privatkundenberater
      Jan 2011 - Dec 2012 · 2 yrs