Anastasia Valestany

Anastasia Valestany

Client Account Manager, Global Family & Institunional Wealth, Northern Europe @ UBS

About Anastasia Valestany

Anastasia Valestany serves as a Client Account Manager for Global Family & Institutional Wealth in Northern Europe at UBS, a position she has held since 2021. She has previous experience at UBS, Swedbank, and Börsgruppen, contributing to her expertise in client management and financial services.

Current Role at UBS

Anastasia Valestany serves as a Client Account Manager in the Global Family & Institutional Wealth division for Northern Europe at UBS. She has held this position since 2021 and operates out of Zurich, Switzerland. In her role, she is responsible for managing client accounts and providing tailored financial solutions to meet the needs of high-net-worth individuals and institutional clients.

Previous Experience at UBS

Prior to her current position, Anastasia Valestany completed a nine-month internship at UBS from 2020 to 2021. During her internship, she worked in the Global Family Office (GFO) sector for the UK and Nordics regions while based in Zurich, Switzerland. This experience provided her with foundational knowledge in wealth management and client services.

Experience at Swedbank

Anastasia Valestany worked as a Client Advisor at Swedbank from 2019 to 2020. Based in Stockholm, Sweden, she provided financial advice and services to clients, helping them manage their investments and banking needs. This role contributed to her expertise in client relations and financial advisory.

Role at Börsgruppen

From 2017 to 2019, Anastasia Valestany held the position of Styrelseledamot - Marknadsföring at Börsgruppen in Linköping, Sweden. In this role, she was involved in marketing strategies and initiatives aimed at promoting the organization. This experience enhanced her skills in marketing and stakeholder engagement.

Educational Background

The educational background of Anastasia Valestany is not specified in the provided information. However, her professional roles indicate a strong foundation in finance and client management, which may suggest relevant academic qualifications in these fields.

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