Josie Shaul
About Josie Shaul
Josie Shaul is a Director and Client Advisor at UBS, where she has worked since 2018. She has a strong background in financial services, having previously held roles at Merrill Lynch and World Jewish Relief, and possesses expertise in various areas including portfolio management and investment banking.
Current Role at UBS
Josie Shaul serves as the Director, Client Advisor at UBS, a position she has held since 2018. In this role, she focuses on providing tailored financial advice and solutions to clients, leveraging her extensive experience in the financial services sector. Her responsibilities include managing client relationships and developing investment strategies that align with clients' financial goals.
Previous Experience at UBS
Before her current role, Josie Shaul worked at UBS as an Associate Director, Client Advisor from 2014 to 2018. During this four-year tenure, she gained valuable experience in client advisory services, enhancing her skills in portfolio management and client relationship management.
Background in Financial Services
Josie Shaul has a strong background in financial services, with a focus on client advisory roles. She has worked in various capacities within the industry, including her position as a Wealth Management Analyst at Merrill Lynch from 2011 to 2014. This experience has contributed to her expertise in areas such as asset management, hedge funds, and investment banking.
Educational Qualifications
Josie Shaul studied at the University of Nottingham, where she earned a degree in French and Hispanic Studies from 2007 to 2011. Prior to that, she attended Channing School, achieving impressive academic results, including 9 A* and 1 A in GCSEs and 4 A grades at A Level. This educational background has equipped her with strong analytical and communication skills.
Volunteer Experience
Josie Shaul volunteered with World Jewish Relief from 2009 to 2010 in Buenos Aires, Argentina. This role allowed her to engage with the community and contribute to various initiatives, further enhancing her understanding of diverse cultural perspectives.