Jonathan Wilkinson
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Jonathan Wilkinson Email & Phone Number

Client Advisor (Zurich)- South Africa HNW and UHNW at UBS
Location: Winterthur, Zurich, Switzerland 11 work roles 8 schools
1 work email found @ubs.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

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Current company
UBS
Role
Client Advisor (Zurich)- South Africa HNW and UHNW
Location
Winterthur, Zurich, Switzerland
Company size

Who is Jonathan Wilkinson? Overview

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Quick answer

Jonathan Wilkinson is listed as Client Advisor (Zurich)- South Africa HNW and UHNW at UBS, a with 81377 employees, based in Winterthur, Zurich, Switzerland. AeroLeads shows a work email signal at ubs.com and a matched LinkedIn profile for Jonathan Wilkinson.

Jonathan Wilkinson previously worked as Client Advisor (Zurich)- South Africa HNW & UHNW at Ubs and Client Advisor (London)- South Africa HNW & UHNW at Ubs. Jonathan Wilkinson holds Private Client Investment Advice & Management - Level 6, Pass from The Chartered Institute For Securities & Investment (The Cisi).

Company email context

Email format at UBS

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{first}.{last}@ubs.com
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Profile bio

About Jonathan Wilkinson

Jonathan is a dynamic and efficient Project Manager who recently transitioned from a 7 year career in British Army with experience in construction engineering, project management and event management. Jonathan has strong mathematical, analytical, problem solving and communications skills, developed at university and enhanced through military experience and leadership training. He is now looking to work in investment banking, commodities or operations management.

Listed skills include Military, Command, Military Experience, Security Clearance, and 14 others.

Current workplace

Jonathan Wilkinson's current company

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UBS
Ubs
Client Advisor (Zurich)- South Africa HNW and UHNW
zurich, zurich, switzerland
Website
Employees
81377
AeroLeads page
11 roles

Jonathan Wilkinson work experience

A career timeline built from the work history available for this profile.

Client Advisor (Zurich)- South Africa Hnw And Uhnw

Ubs

Winterthur, Zh, Ch

Client Advisor (Zurich)- South Africa Hnw & Uhnw

Ubs

Zurich, Switzerland

Client Advisor (London)- South Africa Hnw & Uhnw

Ubs

London, United Kingdom

Financial advisor (Level 6 qualified) to HNW and UHNW clients resident in or with a source of wealth generated in South Africa. Managing a book of USD 300m of client assets in London and Jersey.SA authorised Financial Advisor - RE 5 qualificationUK RnD qualified Advisor managing client money and assets in a RnD suitable manner

Jan 2020 - Sep 2023

Interim Head Of Business Management Emerging Markets (London)

Ubs

London, United Kingdom

I am currently covering the position of Head of Business Management as well as conducting my PQS role for the MENA & Africa desk. This involves risk, business and operational management across a front office business segment, as well as solving complex problems with senior management.

Jul 2019 - Jan 2020

Pqs Emerging Markets London - Wealth Management

Ubs

London, Greater London, United Kingdom

Associate Director - in the Emerging Markets Segment supporting a variety of teams. From Jan 18 - Feb 18 I worked with the UK & Jersey Financial Intermediary (FIM) teams, as a risk, process and business manager, as well as ensuring alignment with Global FIM policy and processes and supporting divisional audits. In addition (from Mar 18 - Mar 19)I provide risk and business management support to the Client Advisors on the APAC, LatAm and Mortgage desks, ensuring compliance with the control framework and implementing MiFID II procedures.From Apr 19 - present I have continued with the same role, but now support the MENA & Africa teams exclusively.

Jan 2018 - Jan 2020

Divisional Support Analyst

Ubs

Liverpool St Station, London

Associate Director - working in the Data Management sector of Group Operations. I am responsible for implementing projects in change and data management across all divisional area's within UBS.

Aug 2016 - Jan 2018

Chief Administration Officer (Squadron Second In Command)

Senior organisational role delivering chief of staff style leadership and management to a training unit of up to 400 people including military, civilian permanent staff and trainees; providing efficient and quality training and training support to the School of Military Engineering.

Aug 2015 - Jul 2016

Project And Change Manager (Squadron Operations Officer)

Headed an 18-month change programme to change the corps capability of a 160 strong engineer unit (Squadron) to armoured engineering. I simultaneously provided trained and resourced teams for short notice deployments.Managed the training, resourcing and deployment of 2 short notice (10 day) deployments of 20 personnel to Afghanistan, to deliver urgent operational engineering requirements.

Mar 2014 - Aug 2015

Royal Engineer Manager (Troop Commander)

Responsible for the training, career and welfare management of 35 personnel. This included short notice operational deployments as part of a 6-month period on 48hrs notice to deploy. • Led a team and stakeholders to design, manage and achieve strategic results, constructing bulk fuels (diesel and aviation) pipelines in the Falkland Islands, within a severely restricted timeline.

Apr 2012 - Apr 2014

Officer Cadet, Trainee

Royal Military Academy Sandhurst - Military officer and leadership trainingAll Arms Commando Course Royal Engineers Troop Commanders Course - Military engineering, site safety, demolition and construction training.

May 2010 - Mar 2012

Project Engineer

Atomic And Nuclear Technologies

Wallingford

Internship as a project engineer and physicist, provided physics advice on nuclear radiation, designed testing software and implemented software as part of an automated barrel scanning system at the Ispra Nuclear facility in northern Italy.

Oct 2009 - Apr 2010
Team & coworkers

Colleagues at UBS

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8 education records

Jonathan Wilkinson education

South African Financial Regulation, Pass

Re5 Fsca Exam

Level 5 Certified In Leadership And Managerment, Military Science, Leadership And Operational Art, Pass

This theory based certificate built on the practical leadership and management training at RMAS and Military Officer training modules.

Master’S Degree, Physics With Study In New Zealand, First Class With Honours

Activities and Societies: Exeter University Canoe Club, Physics Society

Physics

Activities and Societies: Auckland University Canoe Club 1 year exchange from University of Exeter

Education record

Monmouth Comprehensive School

• A Levels: Maths (A) Chemistry (A) Physics (A) • AS Levels: Further Maths (B) Information Technology (B) • GCSEs: Six A* and Five.

FAQ

Frequently asked questions about Jonathan Wilkinson

Quick answers generated from the profile data available on this page.

What company does Jonathan Wilkinson work for?

Jonathan Wilkinson works for UBS.

What is Jonathan Wilkinson's role at UBS?

Jonathan Wilkinson is listed as Client Advisor (Zurich)- South Africa HNW and UHNW at UBS.

What is Jonathan Wilkinson's email address?

AeroLeads has found 1 work email signal at @ubs.com for Jonathan Wilkinson at UBS.

Where is Jonathan Wilkinson based?

Jonathan Wilkinson is based in Winterthur, Zurich, Switzerland while working with UBS.

What companies has Jonathan Wilkinson worked for?

Jonathan Wilkinson has worked for Ubs, British Army, and Atomic And Nuclear Technologies.

Who are Jonathan Wilkinson's colleagues at UBS?

Jonathan Wilkinson's colleagues at UBS include Chris Graham, Meera Bhinde, Harshitha Salian, David White, and Wioletta Banasik.

How can I contact Jonathan Wilkinson?

You can use AeroLeads to view verified contact signals for Jonathan Wilkinson at UBS, including work email, phone, and LinkedIn data when available.

What schools did Jonathan Wilkinson attend?

Jonathan Wilkinson holds Private Client Investment Advice & Management - Level 6, Pass from The Chartered Institute For Securities & Investment (The Cisi).

What skills is Jonathan Wilkinson known for?

Jonathan Wilkinson is listed with skills including Military, Command, Military Experience, Security Clearance, Military Operations, Training, Military Training, and Operational Planning.

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