Adam Smith personal email
- Valid
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.
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Client AdvisorUbsZurich, Switzerland -
Client AdvisorUbs Sep 2022 - PresentZurich, Switzerland -
Reporting Specialist - Change The Bank ProjectUbs Jul 2021 - Aug 2022Zurich, Switzerland -
Financial Advisor And Wealth ManagerAlexander Peter Wealth Management Jul 2018 - May 2019Switzerland -
Project Manager, Consultant In Wealth ManagementPerpetual Limited 2013 - 2016Sydney, Australia -
Advisor Associate And Portfolio Manager In Wealth Management For High Net Worth Individuals (Hnwi)Perpetual Limited Dec 2009 - Dec 2013Sydney, Australia -
Private Client Administrator In Wealth ManagementPerpetual Limited Apr 2007 - Dec 2009Sydney. Australia -
AccountantAnning And Associates 2003 - 2006Hobart, Australia
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BaristaVarious Cafés 2000 - 2006Sydney, New South Wales, Australia
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ChefGondwana 2001 - 2003Hobart, Australia
Adam Smith Skills
Adam Smith Education Details
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Majoring In Finance And Accounting -
Financial Planning Association AustraliaFinancial Planning And Services -
KaplanFinancial Planning And Services -
KaplanFinancial 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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Adam Smith
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