Stéphanie Polini
About Stéphanie Polini
Stéphanie Polini is an Assistante en Gestion de Fortune with a specialization in compliance and cross-border financial regulations. She has over a decade of experience in wealth management, primarily at UBS Wealth Management, where she has developed expertise in client retention strategies and knowledge of financial products.
Work at UBS
Stéphanie Polini has extensive experience at UBS Wealth Management, having worked in various locations and roles. She began her career at UBS in Montreux, where she served as Assistante en gestion de fortune from 2004 to 2008. Following this, she worked in Vevey for six years, from 2008 to 2014, in the same role. Since 2014, she has been based in Yverdon-les-Bains, continuing her work as Assistante en gestion de fortune. Her tenure at UBS spans over a decade, demonstrating her commitment to the firm and the wealth management industry.
Education and Expertise
Stéphanie Polini possesses specialized knowledge in compliance and cross-border financial regulations, which are critical in the wealth management sector. Her expertise extends to financial products and market trends, enabling her to navigate complex financial landscapes effectively. Additionally, she has developed strategies focused on client retention, which is essential for maintaining long-term relationships in wealth management.
Background
Stéphanie Polini has built her career in the wealth management sector, with a focus on client services and compliance. Her professional journey at UBS Wealth Management reflects her dedication to the field. She has worked in various capacities across different locations, gaining valuable insights into the industry and enhancing her skill set over the years.
Achievements
Throughout her career at UBS Wealth Management, Stéphanie Polini has contributed to the firm's client retention strategies and compliance efforts. Her role as Assistante en gestion de fortune has allowed her to support clients effectively while adhering to financial regulations. Her long-standing service in the industry highlights her ability to adapt and thrive in a dynamic financial environment.