René Schneider, AWM, CCFE

Senior Relationship Manager - SSI Wealth Management AG - Executive Director Bridging traditional finance and crypto/blockchain

Zürich Metropolitan Area

About

Born and raised near the cosmopolitan city of Zurich, getting to know new things has always accompanied me. Even though I was probably not very aware of this as a child, even then I quickly made new contacts thanks to my openness and hunger for knowledge. This should definitely support me in my job in the future – and it does so far. I count myself as a passionate and experienced private banker (during my career I was also able to gain very good experience as an account manager in EAM / IAM/ INT). In addition, I was also able to acquire valuable know-how in banking during my 2-year period outside of Europe. Working and living in a new environment away from home was definitely a highlight and interesting challenge. My strengths lie in communication and acquisition - I look back on the successes I have achieved so far with pleasure, as they are an additional motivator and further incentive for continued top performance. Today, I maintain a strong and close network in the crypto community, consisting of diverse and very exciting entrepreneurs and UHNWI clients and prospects. Since 1.10.2024 I have a new role as Senior Relationship Manager with SSI Wealth Management AG. SSI is one of the top 50 external asset managers in Switzerland and enables me and the clients to work together on a much more personal level and to address their needs in a more targeted manner. In my last position I was also the main contact person for crypto currencies-/ client enquiries within Wealth Management. At the same time, I could contribute my know-how as a member of the Blockchain Solutions Expert Group. It gave me great pleasure to raise awareness among colleagues as well as to accompany and support it on its way in this emerging "industry". The topic of blockchain and crypto is incredibly fast-moving, super exciting and, in my view, we are only at the beginning of a major change in today's financial world. It fascinates me how interfaces and, above all, new possibilities arise - and how I can expand my knowledge. That's why I'm very involved with these topics. Skilled in Banking, Client Relationship Management, Financial Markets, Cryptocurrencies & Crypto Finance, Blockchain and Trading. Strong consulting professional graduated accompanied by a high entrepreneurial and customer-oriented approach. Accompanied by quality awareness, goal-orientation, motivation and efficiency.

Experience

  • Senior Relationship Manager at SSI Wealth Management AG
    Oct 2024 - Present · 1 yr 9 mos

  • Vontobel (Full-time · 5 yrs 1 mo)
    • Senior Relationship Manager Wealth Management Schweiz, Executive Director
      Apr 2022 - Sep 2024 · 2 yrs 6 mos

    • Member of the Blockchain Solutions Expert Group
      Mar 2022 - Sep 2024 · 2 yrs 7 mos

      Wealth Management Front Representative Internal cooperation in the group of experts regarding the development of the bank's future crypto offering

    • Relationship Manager Wealth Management Schweiz, Director
      Sep 2019 - Apr 2022 · 2 yrs 8 mos

  • Private Banker & Client Advisor EAM / INT at Helvetische Bank AG
    Oct 2015 - Jun 2019 · 3 yrs 9 mos

    Private Banker & Client Advisor/RM External Asset Managers / Intermediaries Authorised Signatory

  • VP Bank AG (4 yrs 7 mos)
    • Teamleader Private Banking & External Asset Managers / Intermediaries
      Jun 2014 - Aug 2015 · 1 yr 3 mos

      Responsible specialist External Asset Managers / Intermediaries and Private Banking International Authorised Signatory

    • Client Advisor Private Banking & External Asset Managers / Intermediaries
      Oct 2013 - Jun 2014 · 9 mos

      Client Advisor / specialist Private Banking and External Asset Managers / Intermediaries International Authorised Signatory

    • Client Advisor Intermediaries
      Feb 2011 - Oct 2013 · 2 yrs 9 mos

      Client Advisor for External Asset Managers Switzerland Authorised Signatory

  • Junior Client Advisor at Reichmuth & Co. Privatbankiers
    Jan 2010 - Feb 2011 · 1 yr 2 mos

    Client Advisor and Trader/Active advisory Private Banking, EAM and Inst. Clients