Rodrigo Dos Santos
About Rodrigo Dos Santos
Rodrigo Dos Santos is a Wealth Management Client Advisor specializing in the Swiss market at UBS, with over 14 years of experience in wealth management, particularly in the Brazilian market.
Current Role at UBS
Rodrigo Dos Santos serves as a Wealth Management Client Advisor for the Swiss Market at UBS. He has held this position since 2017, contributing to the firm's wealth management services in the Geneva area. In this role, he focuses on identifying new business opportunities and delivering tailored products and services to clients.
Previous Experience at UBS
Prior to his current role, Rodrigo Dos Santos worked at UBS Wealth Management in various capacities. He was a Wealth Management Assistant for the Brazilian Market from 2004 to 2008 and later served as a Wealth Management Client Advisor for the Brazilian Market from 2008 to 2015 in Zurich. He also completed a Wealth Management Trainee program from 2001 to 2004 in Geneva.
Experience at PLEION SA
In 2015, Rodrigo Dos Santos worked as an External Asset Manager at PLEION SA for a duration of five months in Geneva. This role further expanded his expertise in wealth management and client advisory services.
Education and Qualifications
Rodrigo Dos Santos studied at Ecole Supérieur de Commerce Nicolas Bouvier, where he achieved a CFC Business qualification from 2001 to 2004. This educational background provided him with foundational knowledge and skills relevant to his career in wealth management.
Language Proficiency and Skills
Rodrigo Dos Santos is multilingual, fluent in English, French, and Portuguese, with conversational knowledge in Spanish and German. He is proficient in industry-specific software applications, including Bloomberg and Microsoft Access, which supports his work in wealth management.