Priscilla Cavalcanti Martins
About Priscilla Cavalcanti Martins
Priscilla Cavalcanti Martins is a Client Account Manager at UBS in Zurich, Switzerland, with a background in finance and administration. She has held various roles in the financial sector across Brazil and Germany, including positions at UBS, creditshelf Aktiengesellschaft, and Itaú Unibanco.
Current Role as Client Account Manager
Priscilla Cavalcanti Martins has been serving as a Client Account Manager at UBS since 2019. In this role, she is responsible for managing client accounts and ensuring that client needs are met efficiently. Her expertise includes performing account maintenance tasks such as account opening and closing, Know Your Customer (KYC) processes, and due diligence. She operates in Zurich, Switzerland, where she continues to support client advisors with various administrative and compliance tasks.
Previous Experience at UBS
Prior to her current position, Priscilla worked at UBS as a Middle Office Analyst from 2012 to 2015 in the São Paulo Area, Brazil. In this capacity, she gained valuable experience in supporting client advisors and managing administrative, legal, compliance, and risk management tasks. This role laid the foundation for her subsequent career advancements within the financial services sector.
Professional Background in Financial Services
Priscilla has a diverse professional background in the financial services industry. She served as a Middle Office Manager at creditshelf Aktiengesellschaft from 2016 to 2019 in Frankfurt Am Main, Germany. Additionally, she worked as an Investment Analyst Senior at Itaú Unibanco from 2010 to 2012 in São Paulo, Brazil. Her early career included a role as an Administrative Assistant at Banco Nossa Caixa S.A. from 2006 to 2008, also in São Paulo.
Educational Qualifications
Priscilla holds a Bachelor of Business Administration (B.B.A.) from Universidade Mackenzie, where she studied from 2004 to 2008. Additionally, she pursued further education in Corporate Finance and Investment Banking at FIA - Fundação Instituto de Administração from 2011 to 2012. Her educational background provides her with a solid foundation in business principles and financial practices.
Skills and Expertise
Priscilla is skilled in various aspects of financial operations. She has expertise in executing client orders related to loans, stock trades, and foreign exchange products. Her proficiency extends to managing daily client transactions and troubleshooting inquiries, showcasing her ability to handle complex tasks in the financial sector. She is adept at supporting client advisors with administrative, legal, compliance, and risk management responsibilities.