Saurabh Mehndiratta, Cfa
About Saurabh Mehndiratta, Cfa
Saurabh Mehndiratta is a Director of Private Banking at UBS in Dubai, with extensive experience in wealth management across various financial institutions. He has held senior roles at Barclays, Bank of Singapore, HSBC, and Citi, and he holds an MBA and CFA designation.
Current Role at UBS
Saurabh Mehndiratta serves as the Director of Private Banking at UBS, a position he has held since 2018. He operates from Dubai, United Arab Emirates, where he focuses on delivering tailored financial solutions to high-net-worth clients. His role involves managing client relationships and overseeing investment strategies to enhance portfolio performance.
Previous Experience in Wealth Management
Before joining UBS, Saurabh Mehndiratta held several significant positions in wealth management. He worked at Bank of Singapore as a Director and Senior Investment Advisor from 2014 to 2018. Prior to that, he was a Senior Product Manager at HSBC, where he led the wealth products division from 2010 to 2012, and served as a Senior Investments Advisor and Product Manager at Bank Muscat from 2012 to 2014.
Educational Background
Saurabh Mehndiratta has a robust educational foundation in finance and engineering. He earned his MBA in Finance and Marketing from the Faculty of Management Studies at the University of Delhi from 2003 to 2005. He also holds a Bachelor of Engineering in Production/Industrial from Punjab Engineering College, which he completed from 1998 to 2002. Additionally, he achieved the Chartered Financial Analyst designation from the CFA Institute, focusing on Investment Analysis and Portfolio Management from 2009 to 2011.
Early Career and Internships
Saurabh Mehndiratta began his career in the automobile sector, working as an Automobile Engineer at Tata Motors from 2002 to 2003. He also gained experience through internships, including a role at Maruti Suzuki India Limited in 2001 and a summer internship at ABN AMRO Bank N.V. in 2004. His early career included a position as a Visiting Faculty at IMS Learning Resources, where he taught quantitative aptitude from 2003 to 2005.
Work History Overview
Saurabh Mehndiratta has accumulated extensive experience in the financial services sector. He worked at Citi as a Senior Relationship Manager in Wealth Management from 2005 to 2008, where he developed client relationships. His diverse roles across various banks have equipped him with a comprehensive understanding of investment products and client advisory services.