Sandra Schenk
About Sandra Schenk
Sandra Schenk is a Product Specialist in Financial Advisory at UBS Wealth Management, where she has worked since 2015. She has a background in wealth management and financial planning, with previous roles at UBS and a strong educational foundation in business and law.
Current Role as Product Specialist Financial Advisory
Sandra Schenk currently holds the position of Product Specialist Financial Advisory at UBS Wealth Management. She has been in this role since 2015, contributing for nine years in the Zürich und Umgebung region of Switzerland. In her current capacity, she provides support to Client Advisors on various tools, including Wealth Way and Client Mode Retirement. She also offers expertise in retirement planning, taxes, and succession, ensuring that clients receive comprehensive financial advice tailored to their needs.
Previous Experience at UBS Wealth Management
Before her current role, Sandra Schenk worked at UBS Wealth Management in several capacities. She served as an Allround Praktikant from 2008 to 2010 for two years, gaining foundational experience in the financial sector. Following this, she worked as an Assistentin Wealth Management from 2010 to 2015 for five years, where she further developed her skills in client support and financial advisory services.
Educational Background in Business and Law
Sandra Schenk completed her secondary education at Kantonsschule Wettingen, where she studied Wirtschaft und Recht and achieved Matura from 2004 to 2008. She then pursued higher education at Fachhochschule Nordwestschweiz, studying Betriebsökonomie mit Vertiefung Finanzmanagement. She obtained a Bachelor of Applied Science (BASc) from 2011 to 2015, equipping her with strong knowledge in business and financial management.
Involvement in Global Financial Planning Platform Projects
In her role at UBS Wealth Management, Sandra Schenk participates in projects related to the Global Financial Planning Platform (GFPP) from a business perspective. This involvement allows her to contribute to the development and enhancement of financial planning tools and services, ensuring they meet the evolving needs of clients and advisors.
Training and Subject Matter Expertise
Sandra Schenk plans and conducts training sessions for Client Advisors and Wealth Planners, focusing on tools and specialized knowledge in financial advisory. She serves as a Subject Matter Expert for client events in the area of retirement planning, sharing her expertise to enhance the capabilities of her colleagues and improve client outcomes.