Benjamin Ingold

City Basel

Raiffeisen Basel

(0 with 0 ratings)

I will clear the way for you too!

I would be happy to put my more than 20 years of banking experience at your disposal!

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

  • TestedCAS 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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