Patrick Clifford

Patrick Clifford

Client Account Manager @ UBS

About Patrick Clifford

Patrick Clifford is a Client Account Manager at UBS in London, England, where he has worked since 2020. He has been involved in wealth management since 2019 and previously served as an IFA Administrator at Bradbury Hamilton Ltd from 2017 to 2019.

Work at UBS

Patrick Clifford has been employed at UBS since 2019, initially serving as a Client Advisor Assistant for five years. In 2020, he transitioned to the role of Client Account Manager, where he has worked for four years in London, England. His responsibilities include managing client accounts and providing tailored financial solutions, contributing to the firm's wealth management services.

Education and Expertise

Patrick Clifford studied at Beths Grammar School from 2007 to 2014, completing his secondary education. He then attended Swansea University, where he earned a Bachelor of Science degree in Economics from 2014 to 2016. His academic background in economics supports his expertise in financial services and wealth management.

Background

Patrick Clifford began his career in the financial services industry shortly after completing his degree in Economics. He worked as an IFA Administrator at Bradbury Hamilton Ltd from 2017 to 2019, gaining foundational experience in financial administration before joining UBS.

Professional Experience

Patrick Clifford has accumulated significant experience in wealth management since at least 2019. His roles at UBS have allowed him to develop skills in client account management and advisory services. His previous position at Bradbury Hamilton Ltd provided him with essential insights into financial advisory processes.

People similar to Patrick Clifford