Marie Garcia
About Marie Garcia
Marie Garcia serves as the Desk Head of Wealth Management for Affluent La Côte & Nord Vaudois at UBS, where she has worked since 2017. With a strong educational background in banking and finance, she specializes in serving high-net-worth individuals and entrepreneurs across multiple locations in Switzerland.
Work at UBS
Marie Garcia has held various positions at UBS since 1998, demonstrating a long-standing commitment to the firm. She currently serves as Desk Head Wealth Management for Affluent La Côte & Nord Vaudois, a role she has occupied since 2019. In addition to this position, she has been an Executive Director in Wealth Management since 2017 and a Director since 2015. Her career at UBS includes roles as a Client Advisor for High Net Worth Individuals (HNWI) and as an Assistant for High Net Worth Individuals and Private Wealth Management. Garcia operates across multiple locations, including Nyon, Morges, and Yverdon, showcasing her regional influence in wealth management.
Education and Expertise
Marie Garcia has an extensive educational background in banking and finance. She studied at IFBF, where she achieved the Swiss-certified banking specialist and later the Swiss-certified banking expert. Additionally, she obtained a Master of Science in Wealth Management from the University of Rochester. Garcia also completed a Master of Advanced Studies in Finance at Universität Bern and attended Business School Lausanne. Her studies at The London School of English further enhanced her language skills. Her expertise includes managing hedge funds and equities, which contributes to her comprehensive skill set in financial markets.
Background
Marie Garcia began her career at UBS as a trainee in Wealth Management from 1998 to 2000. She then progressed to roles that included Client Advisor for UK-based clients and Assistant for High Net Worth Individuals and Private Wealth Management. Her professional journey reflects a consistent focus on serving clients in wealth management, particularly executives and entrepreneurs. This background has equipped her with the necessary skills and experience to excel in her current leadership role.
Achievements
Throughout her career at UBS, Marie Garcia has achieved significant milestones in wealth management. She has been instrumental in managing client relationships and delivering tailored financial solutions. Her long tenure in various roles at UBS highlights her dedication to the firm and her clients. Garcia's educational qualifications, combined with her extensive experience, position her as a knowledgeable leader in the field of wealth management.