Leonardo Penaloza, MBA
About Leonardo Penaloza, MBA
Leonardo Penaloza, MBA, serves as the Director and Desk Head Deputy in Wealth Management at UBS in Zurich, Switzerland, where he has worked since 2017. He has a strong background in banking, with previous roles at TempEmp, Credit Suisse, and UBS, and holds multiple degrees in business and finance.
Work at UBS
Leonardo Penaloza has been serving as Director - Client Advisor Wealth Management - Desk Head Deputy at UBS since October 2017. In this role, he oversees wealth management operations and manages a team in the Zürich area, Switzerland. His tenure at UBS spans multiple positions, including Client Support at the Customer Service Center from 2005 to 2008 and an apprenticeship from 2002 to 2005. His extensive experience within the organization has contributed to his expertise in the banking sector.
Education and Expertise
Leonardo Penaloza holds multiple degrees in business and finance. He earned a Master of Business Administration (MBA) from European University between 2014 and 2016. Additionally, he completed a Bachelor of Applied Science in Banking and Finance at ZHAW Zürcher Hochschule für Angewandte Wissenschaften from 2007 to 2010. He also studied at National Taiwan University, focusing on Banking, Corporate, Finance, and Securities Law during an exchange semester in 2009. Furthermore, he achieved the Certified Wealth Management Advisor designation from the Swiss Association for Quality from 2018 to 2019.
Background
Leonardo Penaloza has a strong background in the Swiss banking industry, which has shaped his career in wealth management. Before joining UBS, he co-founded TempEmp, where he worked from 2015 to 2017. He also held a position as Junior Sales at Credit Suisse from 2010 to 2013. His early career included various roles at UBS, starting with an apprenticeship and progressing to client support, which provided him with foundational knowledge in banking operations.
Language Proficiency
Leonardo Penaloza is fluent in German, Spanish, and English. This multilingual capability enhances his ability to communicate effectively with a diverse client base in wealth management. His language skills contribute to building strong relationships with clients from various backgrounds, facilitating better service and understanding of client needs.
Professional Skills
Leonardo Penaloza is known for thriving under intensive and complex workloads within the banking sector. He focuses on achieving targets and delivering results in wealth management. His extensive experience and educational background equip him with the skills necessary to navigate the challenges of the financial industry effectively.