Alistair Gomes
Client Account Manager @UBS
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WORK HISTORY
Client Account Manager @UBS
London, GB
Supported Relationship Managers in growing client relationships through tailored investment proposals, business development initiatives, and client pitches- Conducted portfolio reviews, KYC updates, compliance checks, and resolved client queries in line with regulatory standards- Collaborated with internal teams to deliver client solutions while ensuring adherence to policies and procedures- Utilized banking systems (Globus, PCRM, RM+) to manage client onboarding, asset transfers, and trade execution efficiently.
SKILLS
ABOUT ALISTAIR GOMES
With proven expertise in regulatory guidelines and due diligence, my role at Citi…
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