
Benjamin Ingold
Basel
Raiffeisen Basel
(0 with 0 ratings)
I will clear the way for you too!
Accompanying and supporting people in their different life situations motivates me every day. The partnership-based collaboration with our customers is my priority.
I live in the upper Basel area. I like to spend my free time in nature, e.g. while picking mushrooms in the forest. Another passion of mine is "outdoor cooking" for and with friends. In the early morning, I also start the day with exercise several times a week.
After a commercial apprenticeship at the Swiss Bank Corporation, I accompanied private customers at UBS AG and the VZ Asset Center. After a detour into the business customer area and various management positions, I have been working at Raiffeisenbank Basel as Head of Asset Management since August 1, 2021 and am part of a competent and great team.
Qualifications
Relevant Diplomas
CAS Hochschule Luzern/FHZ in Anlageberatung, 2022
Language(s) in counseling
Französisch
Englisch
Deutsch
Topics:
Assess the overall financial situation
Financial Planning
Invest money
Receive a pension or capital
Buy a home
Early retirement, is it possible?
Pillar 3a
Create a budget plan
Partner protection
Pension fund buy-in, is it worthwhile?
Homeownership in retirement age
Budget plan after retirement
Save taxes in retirement
Budget plan after divorce
Who inherits how much?
Settle an inheritance
Tax optimization
Donate an inheritance
Self-employment
Second opinion
Second opinion on retirement plan
Optimize tax burden after retirement
Advance on inheritance
Living situation
Real estate as a pension
Affordability as a widow
Sell a property
Finance a holiday home
Real estate as an investment object
Invest vested benefits funds
Pension situation
Advance directive and living will
Insure against disability and death

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