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Leandro Cavalieri Email & Phone Number
Client Account Manager – Global Family and Institutional Wealth, Global Wealth Management
at
UBS
LinkedIn matched
✓ Verified Jul 2026
3 data sources
Profile completeness 86%
Current company
Role
Client Account Manager – Global Family and Institutional Wealth, Global Wealth Management
Location
Zurich, Switzerland
Company size
Who is Leandro Cavalieri? Overview
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Quick answer
Leandro Cavalieri is listed as Client Account Manager – Global Family and Institutional Wealth, Global Wealth Management at UBS, a with 28 employees, based in Zurich, Switzerland. AeroLeads shows a matched LinkedIn profile for Leandro Cavalieri.
Leandro Cavalieri previously worked as Client Account Manager – Global Family & Institutional Wealth, Global Wealth Management at Ubs and JUNA Talent Program – Global Markets Structured & Derivatives Solutions Sales, Investment Bank at Ubs. Leandro Cavalieri holds Bachelor'S Degree, Semester Abroad from Universidad Carlos Iii De Madrid.
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Email format at UBS
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UBS
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Profile bio
About Leandro Cavalieri
Leandro Cavalieri is a Client Account Manager – Global Family and Institutional Wealth, Global Wealth Management at UBS.
Current workplace
Leandro Cavalieri's current company
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Ubs
6 roles
Leandro Cavalieri work experience
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Client Account Manager – Global Family & Institutional Wealth, Global Wealth Management
CurrentGlobal Family & Institutional Wealth is a cross-divisional service offering and leverages capabilities from the UBS Investment Bank and client coverage from UBS Global Wealth Management.
Aug 2021 - Present
Juna Talent Program – Global Markets Structured & Derivatives Solutions Sales, Investment Bank
• Structuring and pricing structured solutions/over-the-counter transactions on equities and commodities for family office and institutional clients• Collaborating with structuring and trading desks in Zurich, London, New York and Tokyo• Preparing product-related presentations and pitches for internal sales and client meetings• Working with complex Microsoft Excel sheets (incl. VBA) and Bloomberg terminal on a daily basis
Dec 2020 - Aug 2021
Juna Talent Program – Active Portfolio Advisory, Global Wealth Management
• Building tailor-made investment portfolios in line with the house view and research• Capturing and originating client orders, compromising stocks/bonds, foreign exchange, funds, structured products and derivatives• Providing clients with relevant market information and sourcing investment opportunities• Conducting regular portfolio reviews and monitoring customers' holdings, ensuring adherence to investment strategy and risk tolerance
Jul 2020 - Nov 2020
Juna Talent Program – Global Family Office Group, Global Wealth Management
• Offering support to relationship managers and client advisors, assisting in daily coverage of family office/institutional clients by cooperating with specialists from Global Wealth Management, Investment Bank and Asset Management• Performing account maintenance activities, encompassing account openings and closures, suitability reviews, initial and recurring know-your-customer and due-diligence• Assuring compliance with regulations, policies and standards
Aug 2019 - Jul 2020
Apprenticeship
Introducing new joiners to Retail Banking, Corporate/Institutional and Wealth Management business with different rotations and internal education sessions.
Aug 2016 - Jul 2019
4 education records
Leandro Cavalieri education
Bachelor'S Degree, Semester Abroad
Bachelor'S Degree, Business Administration – Banking & Finance
3 Months Language Stay
Commercial Vocational Baccalaureate (Bilingual), Banking Apprenticeship
FAQ
Frequently asked questions about Leandro Cavalieri
Quick answers generated from the profile data available on this page.
What company does Leandro Cavalieri work for?
Leandro Cavalieri works for UBS.
What is Leandro Cavalieri's role at UBS?
Leandro Cavalieri is listed as Client Account Manager – Global Family and Institutional Wealth, Global Wealth Management at UBS.
Where is Leandro Cavalieri based?
Leandro Cavalieri is based in Zurich, Switzerland while working with UBS.
What companies has Leandro Cavalieri worked for?
Leandro Cavalieri has worked for Ubs.
Who are Leandro Cavalieri's colleagues at UBS?
Leandro Cavalieri's colleagues at UBS include Flloyd Rewa and Ethan Harro.
How can I contact Leandro Cavalieri?
You can use AeroLeads to view verified contact signals for Leandro Cavalieri at UBS, including work email, phone, and LinkedIn data when available.
What schools did Leandro Cavalieri attend?
Leandro Cavalieri holds Bachelor'S Degree, Semester Abroad from Universidad Carlos Iii De Madrid.
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