Myles Lowe
About Myles Lowe
Myles Lowe is a Client Account Manager at UBS in London, United Kingdom, where he has worked since 2018. He holds an Investment Advice Diploma and an Investment Operations Certificate from The Chartered Institute for Securities & Investment.
Work at UBS
Myles Lowe has been serving as a Client Account Manager at UBS since 2018. In this role, he is responsible for managing client accounts and providing tailored financial solutions. His tenure at UBS spans six years, during which he has gained significant experience in wealth management. Prior to his current position, he completed a two-year apprenticeship with UBS Wealth Management, which provided him with foundational knowledge and skills in the financial services sector.
Education and Expertise
Myles Lowe studied at The Chartered Institute for Securities & Investment (The CISI) from 2020 to 2021, where he earned the Investment Advice Diploma. This qualification enhances his expertise in providing investment advice. Additionally, he completed the Investment Operations Certificate at the same institution from 2016 to 2017, further solidifying his knowledge in investments and securities. His educational background equips him with the necessary skills to navigate complex financial landscapes.
Background
Myles Lowe attended Borden Grammar School from 2009 to 2016, completing seven years of education. His early education laid the groundwork for his subsequent studies in finance and investments. In 2015, he gained practical experience as a Work Experience Intern at HoMedics for one month, which provided him with initial exposure to the professional environment.
Career Progression
Myles Lowe's career in finance began with his apprenticeship at UBS Wealth Management, where he worked from 2016 to 2018. This two-year program allowed him to develop essential skills in client management and financial advisory services. His progression from an apprentice to a Client Account Manager at UBS reflects his commitment to professional growth within the financial services industry.