Vijit Sawhney

About Vijit Sawhney

Career Profile • Thoughtful decision-maker who brings over 20 years of risk management and strategic decision-making experience with UBS Wealth Management (WM). Deep knowledge of the Wealth Management business and, a strong track record of developing teams and processes to support clients. Expertise spans capital planning, securities distribution and trading, and program management. • Member of the Core Leadership Team and Lead Program Executive for a new digital-first, Advisor-supported venture. Responsible for stakeholder management, oversight, and coordination across pods employing Agile ways of working. • Head of Comprehensive Capital Analysis & Review (CCAR) Implementation for WM at UBS. Fulfilled mandate to stand up all aspects of this capital planning and stress testing program to put us on a path to success. • Head of Equity and Fixed Income Syndicate for WM. Responsible for overall securities distribution strategies, partnership development, and strengthening of policies and procedures with a specific focus on regulatory and compliance initiatives. • Short-Term Fixed Income Desk Head and Senior Trader with years of trading and product management experience with UBS and PaineWebber. Played a pivotal role during the 2008-09 Financial Crisis, providing liquidity solutions for over clients in the Auction Rate Securities market. • Chartered Financial Analyst (CFA) designation holder since Completed each of the 3 examination levels on the first attempt. Registered with Series 7, 24, 63, and 65 certifications. Skills & Expertise • Collaborative problem solver who uses process improvement, business, and market knowledge to consistently meet commitments. Work with a flexible and pragmatic approach to ensure deadlines are met and achieve success in a fast-paced environment while remaining calm under pressure. • Intimate understanding of key dynamics and best practices of the GWM business. Developed through a strong network of partnerships across the breadth of product and service offerings.

Experience

1. Core Leadership Team, Lead Program Manager

   瑞银集团

   Sep 2021 — Present · Weehawken, NJ, US

   Influencing the design and build of a key US strategic initiative aimed at accelerating revenue and profitability growth in an under-represented segment• Develop new WM ecosystem. Focused on the needs of a younger, affluent, growing demographic segment through a unique, direct, advise-centric offering anchored on digital-first capabilities

Education

• Ohio Wesleyan University

  BA