Philip Francis
Client Advisor @UBS
London, GB
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Dec 2022 — Present
Client Advisor @UBS
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London, GB
EDUCATION
2020 — 2021
The Chartered Institute for Securities & Investment (The CISI)
PCIAM
2013 — 2014
CFA Society UK
Investment Management Certificate (IMC)
2009 — 2010
St Mary’s University, Twickenham
Post Graduate Certificate
2005 — 2009
Northumbria University
LLB (Hons) and LPC
SKILLS
Due DiligenceHedge FundsRelationship ManagementDocument DraftingManagementInvestmentsMarket ResearchCustomer Relationship Management (Crm)Account ReconciliationExcelMicrosoft ExcelAdvocacyInvestor RelationsWorking with StudentsSap BusinessobjectsFinancial ServicesCrmEvent PlanningDerivativesSales ManagementPrivate EquityFixed IncomeFinancial ReportingOperations ManagementEquity DerivativesShareholder CommunicationsFinanceBankingRisk ManagementLegal ResearchEquitiesWealth ManagementConfirmationSalesforceDiversity StrategyTradingInvestment BankingDeferred Compensation
ABOUT PHILIP FRANCIS
Chartered Wealth Manager at UBS with over 16 years experience in client and product…
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