Adam Smith

Adam Smith Email and Phone Number

Client Advisor @ UBS
Zurich, Switzerland
Adam Smith's Location
Zurich, Zurich, Switzerland, Switzerland
Adam Smith's Contact Details

Adam Smith personal email

About Adam Smith

As a seasoned Client Advisor at UBS in Switzerland, I've dedicated over 15 years to the Wealth Management and Banking industry, with a specialized focus on High Net Worth Individuals (HNWI) from South Africa. I offer a holistic spectrum of financial services, from portfolio strategy to wealth creation and liquidity management. Collaborating closely with Relationship Managers, I'm adept at delivering intricate financial solutions tailored to the unique needs of South African HNWIs. If you're based in South Africa and are exploring the unparalleled benefits of Swiss banking, I invite you to reach out and discuss how we can elevate your financial journey.

Adam Smith's Current Company Details
UBS

Ubs

View
Client Advisor
Zurich, Switzerland
Website:
nyftyfitness.com
Employees:
28
Adam Smith Work Experience Details
  • Ubs
    Client Advisor
    Ubs
    Zurich, Switzerland
    View
  • Ubs
    Client Advisor
    Ubs Sep 2022 - Present
    Zurich, Switzerland
    View
  • Ubs
    Reporting Specialist - Change The Bank Project
    Ubs Jul 2021 - Aug 2022
    Zurich, Switzerland
    View
  • Alexander Peter Wealth Management
    Financial Advisor And Wealth Manager
    Alexander Peter Wealth Management Jul 2018 - May 2019
    Switzerland
    View
  • Perpetual Limited
    Project Manager, Consultant In Wealth Management
    Perpetual Limited 2013 - 2016
    Sydney, Australia
    View
  • Perpetual Limited
    Advisor Associate And Portfolio Manager In Wealth Management For High Net Worth Individuals (Hnwi)
    Perpetual Limited Dec 2009 - Dec 2013
    Sydney, Australia
    View
  • Perpetual Limited
    Private Client Administrator In Wealth Management
    Perpetual Limited Apr 2007 - Dec 2009
    Sydney. Australia
    View
  • Anning And Associates
    Accountant
    Anning And Associates 2003 - 2006
    Hobart, Australia
  • Various Cafés
    Barista
    Various Cafés 2000 - 2006
    Sydney, New South Wales, Australia
  • Gondwana
    Chef
    Gondwana 2001 - 2003
    Hobart, Australia

Adam Smith Skills

Project Management Financial Planning Accounting Tax Portfolio Management Wealth Management Wealth Preservation Estate Planning Risk Management Microsoft Excel Salesforce.com Business Process Improvement Leadership Time Management Investments Superannuation Financial Advisory Equities Financial Services Investment Strategies Investment Advisory Strategy

Adam Smith Education Details

  • University Of Tasmania
    University Of Tasmania
    Majoring In Finance And Accounting
    View
  • Financial Planning Association Australia
    Financial Planning Association Australia
    Financial Planning And Services
  • Kaplan
    Kaplan
    Financial Planning And Services
  • Kaplan
    Kaplan
    Financial Planning And Services

Frequently Asked Questions about Adam Smith

What company does Adam Smith work for?

Adam Smith works for Ubs

What is Adam Smith's role at the current company?

Adam Smith's current role is Client Advisor.

What is Adam Smith's email address?

Adam Smith's email address is ad****@****ail.com

What schools did Adam Smith attend?

Adam Smith attended University Of Tasmania, Financial Planning Association Australia, Kaplan, Kaplan.

What skills is Adam Smith known for?

Adam Smith has skills like Project Management, Financial Planning, Accounting, Tax, Portfolio Management, Wealth Management, Wealth Preservation, Estate Planning, Risk Management, Microsoft Excel, Salesforce.com, Business Process Improvement.

Who are Adam Smith's colleagues?

Adam Smith's colleagues are Ethan Harro, Flloyd Rewa.

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