Nancy Mehta
About Nancy Mehta
Nancy Mehta is a Client Advisor Assistant at UBS in Zurich, Switzerland, with over five years of experience in Wealth Management and Institutional Banking. She has a background in risk management and goal implementation, having previously worked at UBS and Westpac in various roles.
Work at UBS
Nancy Mehta currently holds the position of Client Advisor Assistant at UBS, where she has been employed since 2015. Her role involves supporting client advisors in managing client relationships and ensuring high levels of customer service. Prior to her current position, she worked as a KYC Analyst in the Wealth Management division at UBS from 2014 to 2015. During her time in Zurich, she focused on onboarding processes, contributing to the firm's compliance and risk management efforts.
Experience in Wealth Management and Banking
With over five years of experience in Wealth Management and Institutional Banking, Nancy Mehta has developed a strong foundation in the financial services sector. Her career includes significant roles at Westpac, where she served as a Business Banker from 2010 to 2012 and as a Client Enquiry Manager from 2012 to 2014, both in New York. In these positions, she specialized in managing risk and implementing profitable goals for the business, showcasing her ability to navigate complex financial environments.
Education and Expertise
Nancy Mehta has been pursuing a Master's degree in Teaching and Education at the University of Western Sydney since 2006. This educational background complements her professional experience in the financial sector, as it equips her with skills in communication and management. Her commitment to education reflects her dedication to personal and professional growth.
Background
Nancy Mehta has a diverse professional background that spans multiple roles in the banking and financial services industry. She began her career at Westpac, where she gained valuable experience in retail banking. Her transition to UBS allowed her to focus on wealth management and client advisory services. Throughout her career, she has demonstrated a strong ability to learn quickly and adapt to dynamic work environments.
Professional Skills
Nancy Mehta specializes in managing risk and implementing profitable business goals. She emphasizes the importance of thorough research, detailed record management, and solid communication skills to maintain high customer service levels. Her proven ability to learn rapidly and her focus on building a long-term career in a fast-paced workplace further enhance her professional profile.