Maximilian Merz is a wealth management professional based in Munich with 12 years of finance experience and a growing track record at UBS, where he progressed from internships to a Client Advisor role. He combines international academic exposure in Italy and China with practical hands-on experience across trading surveillance, listings, and regulatory affairs from his time at Börse Stuttgart. Known for blending client-focused advisory skills with operational and compliance awareness, he helps high-net-worth clients navigate complex investment landscapes. His background in International Financial Management gives him a structured, cross-border perspective on portfolio construction and risk. Comfortable in multilingual, multicultural environments, he brings both institutional rigor and a curious, global mindset to client relationships.
12 years of coding experience
Bachelor of Science - BS, Internationales Finanzmanagement (B.Sc.), Bachelor of Science - BS, Internationales Finanzmanagement (B.Sc.) at Hochschule für Wirtschaft und Umwelt Nürtingen-Geislingen (HfWU)
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