Alessandra Congedi
About Alessandra Congedi
Alessandra Congedi is a Senior Relationship Manager for High Net Worth Individuals (HNWI) and Ultra High Net Worth (UHNW) clients at UBS SFA in Zurich, Switzerland. With over two decades of experience in wealth management, she has held various leadership roles at UBS and is currently completing a Master's in Sustainable Finance.
Current Role at UBS
Alessandra Congedi currently serves as a Senior Relationship Manager for High Net Worth Individuals (HNWI) and Ultra High Net Worth (UHNW) clients at UBS SFA. She has held this position since 2020, working in Zurich, Switzerland. In this role, she focuses on delivering tailored financial solutions and managing relationships with a diverse clientele, leveraging her extensive experience in wealth management.
Previous Experience at UBS
Alessandra Congedi has a long tenure at UBS, where she has held various positions since 1994. Her roles have included Business Management Team Leader, Head of WM Associate Program, and Desk Head for WM Affluent Brazil, Argentina, and Uruguay. She also served as a Client Advisor for HNWI and worked in Human Resources and Marketing. Her diverse experience spans over two decades, contributing to her expertise in wealth management.
Educational Background
Alessandra Congedi has a comprehensive educational background in finance and management. She studied at the University of Zurich, where she earned a Master of Advanced Studies in Sustainable Finance from 2021 to 2023. Additionally, she completed a Certificate of Advanced Studies in Sustainable Finance from the same institution in 2019. Her earlier education includes a Bachelor in Economics and Business Administration from the University of Applied Sciences and Arts of Southern Switzerland.
Skills and Languages
Alessandra Congedi is fluent in six languages, which enhances her ability to communicate effectively with a diverse range of clients. Her skills include coaching and talent development, particularly within the wealth management sector. She is known for her structured approach to delivering client solutions and her commitment to driving change in the industry.
Commitment to Sustainable Finance
Alessandra Congedi is currently completing a Master's degree in Sustainable Finance, reflecting her commitment to sustainable business practices. Her focus on sustainability aligns with her professional goals and the evolving landscape of wealth management, where she aims to implement strategies that benefit both clients and the environment.