Jonathan Wilkinson

Jonathan Wilkinson Email and Phone Number

Client Advisor - South Africa HNW & UHNW at UBS @ UBS
zurich, zurich, switzerland
Jonathan Wilkinson's Location
Winterthur, Zurich, Switzerland, Switzerland
Jonathan Wilkinson's Contact Details

Jonathan Wilkinson personal email

n/a
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.

Jonathan Wilkinson's Current Company Details
UBS

Ubs

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Client Advisor - South Africa HNW & UHNW at UBS
zurich, zurich, switzerland
Website:
ubs.com
Employees:
81377
Jonathan Wilkinson Work Experience Details
  • Ubs
    Client Advisor (Zurich)- South Africa Hnw & Uhnw
    Ubs Sep 2023 - Present
    Zurich, Switzerland
  • Ubs
    Client Advisor (London)- South Africa Hnw & Uhnw
    Ubs Jan 2020 - Sep 2023
    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
  • Ubs
    Interim Head Of Business Management Emerging Markets (London)
    Ubs Jul 2019 - Jan 2020
    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.
  • Ubs
    Pqs Emerging Markets London - Wealth Management
    Ubs Jan 2018 - Jan 2020
    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.
  • Ubs
    Divisional Support Analyst
    Ubs Aug 2016 - Jan 2018
    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.
  • British Army
    Chief Administration Officer (Squadron Second In Command)
    British Army Aug 2015 - Jul 2016
    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.
  • British Army
    Project And Change Manager (Squadron Operations Officer)
    British Army Mar 2014 - Aug 2015
    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.
  • British Army
    Royal Engineer Manager (Troop Commander)
    British Army Apr 2012 - Apr 2014
    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.
  • British Army
    Officer Cadet, Trainee
    British Army May 2010 - Mar 2012
    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.
  • Atomic And Nuclear Technologies
    Project Engineer
    Atomic And Nuclear Technologies Oct 2009 - Apr 2010
    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.

Jonathan Wilkinson Skills

Military Command Military Experience Security Clearance Military Operations Training Military Training Operational Planning Project Planning Team Leadership Mathematical Physics Afghanistan Weapons Ministry Of Defence Financial Services Mod Force Protection Leadership

Jonathan Wilkinson Education Details

Frequently Asked Questions about Jonathan Wilkinson

What company does Jonathan Wilkinson work for?

Jonathan Wilkinson works for Ubs

What is Jonathan Wilkinson's role at the current company?

Jonathan Wilkinson's current role is Client Advisor - South Africa HNW & UHNW at UBS.

What is Jonathan Wilkinson's email address?

Jonathan Wilkinson's email address is jonathan.wilkinson@mod.uk

What schools did Jonathan Wilkinson attend?

Jonathan Wilkinson attended The Chartered Institute For Securities & Investment (The Cisi), Re5 Fsca Exam, Chartered Institute For Securities & Investment, Chartered Management Institute, Royal Military Academy Sandhurst, University Of Exeter, University Of Auckland, Monmouth Comprehensive School.

What skills is Jonathan Wilkinson known for?

Jonathan Wilkinson has skills like Military, Command, Military Experience, Security Clearance, Military Operations, Training, Military Training, Operational Planning, Project Planning, Team Leadership, Mathematical Physics, Afghanistan.

Who are Jonathan Wilkinson's colleagues?

Jonathan Wilkinson's colleagues are Jhansi Rani Annapareddy, Dimitris Lymperopoulos, Petra Von Euw-Mahler, John Campbell, Charles Ludden, Sergio Fajardo, Michael Cope.

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