Gallery speaks to recent graduates about their move to the working world, what motivates them and what advice they’d give to those who are new to Jersey’s top companies.
Position: Client Advisor Assistant
Uni Attended: University of Buckingham (via The Jersey International Business School)
Course Taken: BSc (Hons) International Financial Services
What’s your favourite possession? My watch. It was a gift from my family on my 21st birthday.
What sort of professional training do you take?
Since joining UBS I have taken the CISI Level 6 Certificate in Private Client Investment Advice & Management. Next, I hope to study the Chartered Financial Analyst qualification.
What do you do on an average day?
The majority of my day is spent assisting the UBS Client Advisors with managing client relationships. I’m also heavily involved in assisting the team to grow business in Jersey, working on client events such as investment seminars, presentations from specialists, plus social events such as opera, golf and rugby. I really enjoy getting to know our clients and helping to provide an unrivalled wealth management experience.
UBS has had a continuous presence in Jersey since 1979 and now delivers a complete wealth management service to private clients and trustees.
This local, bespoke service is backed by the global network of resources and know-how of one of the world’s leading financial institutions. UBS also offers non-advisory business for Trusts, Funds and External Asset Managers via its Financial Intermediaries team.
In Jersey, the locally based team of specially trained Client Advisors have extensive experience in working with private clients, trustees and financial intermediaries.
For more information visit: www.ubs.com/jersey