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Daniel Morley Email & Phone Number
Client Account Manager - Global Wealth Management
at
UBS
LinkedIn matched
✓ Verified August 2026
3 data sources
Profile completeness 86%
Current company
Role
Client Account Manager - Global Wealth Management
Location
Curl Curl, New South Wales, Australia
Company size
Who is Daniel Morley? Overview
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Quick answer
Daniel Morley is listed as Client Account Manager - Global Wealth Management at UBS, a with 118049 employees, based in Curl Curl, New South Wales, Australia. AeroLeads shows a matched LinkedIn profile for Daniel Morley.
Daniel Morley previously worked as Global Wealth Management at Ubs and Private Wealth - Client Services Executive at Stanford Brown. Daniel Morley studied at University Of Sydney.
Company email context
Email format at UBS
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UBS
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Profile bio
About Daniel Morley
I'm a self-motivated and enthusiastic individual on a journey to combine academic excellence with real-world experience. Currently pursuing my degree in Financial Economics with a sub-major in Marketing at Sydney University, I firmly believe that education lays the foundation, but experience shapes the future.ACADEMIC PURSUITS: Bachelor of Economics, Majoring in Financial Economics and Marketing: I'm currently pursuing a Bachelor of Economics with a dual major in Financial Economics and Marketing at Sydney University, maintaining a high credit average. This academic path not only provides me with a strong foundation in economic theory and financial analysis but also hones my skills in strategic marketing. I believe this combination equips me with a versatile skill set, well-prepared to tackle real-world challenges in the business landscape.EXTRA-CURRICULAR PURSUITS: Sydney University High Performance Basketball Program: As a committed member of this program, I actively participate in the UBL, a semi-professional basketball league in Australia. This experience has fostered essential attributes like teamwork, leadership, effective communication, adaptability, and a strong sense of motivation – qualities I'm enthusiastic about applying to my future career pursuits.
Current workplace
Daniel Morley's current company
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Ubs
6 roles
Daniel Morley work experience
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Global Wealth Management
Private Wealth - Client Services Executive
To provide accurate and timely advice implementation for Private Wealth Clients. Responsibilities: - Placing trades into investment, superannuation, trusts, and pension accounts as per the request of the advisor via SOA's, ADHOCS, or Review Documents. - Liaise with the Advisor for SOA and complex Review implementations. - Peer review investment trades and cash transactions placed by colleagues. - Quality review DBA's SOA forms/paperwork.- Maintain the upkeep of accurate client data contained within Fin365, and ensure tasks are up-to-date and notes are succinct. - Upkeep of CommLog for upfront invoices, fees, and new FUM. - Invest in a broad array of platforms such as NetWealth, BT Panorama, Macquarie and AMP North. - Assist Head of Client Services with adhoc client service tasks and projects where required.
Real Estate Copywriter
Collaborating with agents and clients to transform property features into compelling advertisements for various platforms. Additionally, I handle invoicing and foster client relationships.
Event And Planning Coordinator
Contributing to company marketing campaign design, event planning, floorplan management, EDM, and database updating.
Jan 2023 - Nov 2023
Basketball Coach
Serving as an age-group coordinator, I conducted weekly training sessions, and coaching students during Saturday games. I emphasize teamwork, provide practical advice, and offer constructive feedback while understanding each player's motivations.
Jan 2021 - Dec 2022
Team & coworkers
Colleagues at UBS
Other employees you can reach at ubs.com. View company contacts for 118049 employees →
CR
Christoph Römer
Colleague at UbsZurich, Switzerland
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DJ
David Jobin
Colleague at UbsBellmund, Berne, Switzerland
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RD
Richard Davis
Colleague at UbsDetroit Metropolitan Area, United States
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SM
Santi Miller
Colleague at UbsNew York City Metropolitan Area, United States
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SA
Serge Affognon
Colleague at UbsCourbevoie, Île-De-France, France
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AV
Amy Veitch
Colleague at UbsGreater London, England, United Kingdom
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UU
User Undefined
Colleague at UbsBaku, Baku Ekonomic Zone, Azerbaijan
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HB
Heinrich Baer
Colleague at UbsZurich, Switzerland
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DC
Damian Cronin
Colleague at UbsDartford, England, United Kingdom
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IH
Ira Haschenburger
Colleague at UbsZurich, Switzerland
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Christoph Römer
Colleague at UbsZurich, Switzerland
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DJ
David Jobin
Colleague at UbsBellmund, Berne, Switzerland
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RD
Richard Davis
Colleague at UbsDetroit Metropolitan Area, United States
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SM
Santi Miller
Colleague at UbsNew York City Metropolitan Area, United States
View →
SA
Serge Affognon
Colleague at UbsCourbevoie, Île-De-France, France
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AV
Amy Veitch
Colleague at UbsGreater London, England, United Kingdom
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UU
User Undefined
Colleague at UbsBaku, Baku Ekonomic Zone, Azerbaijan
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HB
Heinrich Baer
Colleague at UbsZurich, Switzerland
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DC
Damian Cronin
Colleague at UbsDartford, England, United Kingdom
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IH
Ira Haschenburger
Colleague at UbsZurich, Switzerland
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2 education records
Daniel Morley education
Education record
Atar - 93.7
FAQ
Frequently asked questions about Daniel Morley
Quick answers generated from the profile data available on this page.
What company does Daniel Morley work for?
Daniel Morley works for UBS.
What is Daniel Morley's role at UBS?
Daniel Morley is listed as Client Account Manager - Global Wealth Management at UBS.
Where is Daniel Morley based?
Daniel Morley is based in Curl Curl, New South Wales, Australia while working with UBS.
What companies has Daniel Morley worked for?
Daniel Morley has worked for Ubs, Stanford Brown, Doyle Spillane Real Estate, The Arc Agency, and Shore.
Who are Daniel Morley's colleagues at UBS?
Daniel Morley's colleagues at UBS include Christoph Römer, David Jobin, Richard Davis, Santi Miller, and Serge Affognon.
How can I contact Daniel Morley?
You can use AeroLeads to view verified contact signals for Daniel Morley at UBS, including work email, phone, and LinkedIn data when available.
What schools did Daniel Morley attend?
Daniel Morley studied at University Of Sydney.
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