Information Session on Wealth Management at UBS

Information Session on Wealth Management at UBS

840 View

Publish Date:
20 September, 2022
Category:
Wealth Management
Video License
Standard License
Imported From:
Youtube

Imagine all of the opportunities available when half of the world’s billionaires are your clients. In this session learn about the various careers available at UBS, the world’s largest wealth manager. You could become our next Financial Advisor or specialize in client segments like Athletes and Entertainers.

We were joined by Wealth Management professionals mentors from UBS on Mentor Spaces.

Sydney Levy, Deputy Chief of Staff at UBS
Sydney is a quick thinker, enthusiastic, hard working. Skilled in Leadership, Team Building, Business and Stakeholder Management, Data Analytics and Community Outreach. I am a dedicated professional and creative problem solver with a passion for helping others achieve their full potential.

Taylor Thompson, Financial Advisor at UBS
Taylor manages a team of 8 and work directly with clients creating and implementing financial plans and investment strategies, both of which we manage in-house.

Sara Barrett, Branch Manager at UBS
Sara is a branch manager of UBS Wealth Management in both Memphis, TN and Little Rock, AR.

Edgar Marita, Branch Manager at UBS
Edgar is a partner with financial advisors to deliver the full resources and capabilities of the firm to our clients.

Lucy Qiu, Asset Allocation Strategist at UBS
Lucy is an investment strategist advising wealth management clients.

Share with others and look around for our next sessions by joining the largest mentoring community for underrepresented professionals here: http://mentorspace.app.link​.


Did you miss our previous article...
https://wealthvideos.club/Wealth-Management/why-not-all-investors-become-rich-why-people-make-loss-in-stock-market-tamil-video-sathish-kumar