Roberto Reyes Email & Phone Number | I am an experienced and versatile Private Banker with more than 8 years of global wealth management background, serving ultra-high-net-worth families. Deep knowledge of the LATAM market. Proven track record in building and maintaining client connections, providing tailored financial solutions, and exceeding revenue goals. Specializes in delivering holistic wealth management services to affluent individuals and families. I am skilled in analyzing complex financial information, managing risks effectively, and executing impactful investment plans. roberto.reyes@ubs.com  Contributed to the growth and success of the wealth management division by consistently exceeding revenue targets and client satisfaction metrics.  Earned trust through personalized financial guidance and exceptional service by creating and maintained long-lasting relationships with high-net-worth individuals and families.  Enhanced client portfolios and financial outcomes by demonstrating expertise in wealth management strategies, including portfolio optimization, asset allocation, and risk management.  Made informed decision-making and created positive outcomes by using advanced financial analysis techniques to assess client financial profiles, identify investment opportunities, and mitigate risks.  Commended for maintaining a thorough understanding of regulatory requirements and compliance standards to confirm all client interactions and financial transactions adhered to industry regulations and ethical standards.  Influenced business decisions with effective verbal and written communication reducing unnecessary risk.  Excels in achieving productivity targets, eliminating errors and delivering exceptional customer service. Reach out to connect and explore ways to optimize your portfolios and achieve outstanding financial results. I'm enthusiastic about collaborating with you to turn financial objectives into concrete successes. Expertise in: Client Relationship Management Wealth Management Financial Analysis Asset Allocation Financial Planning Team Collaboration Integrity & Trustworthiness Portfolio Management Investment Strategies Financial Management Verbal & Written Communication Regulatory Compliance Tax Strategies Detail-Oriented Strategic Planning & Execution Sales & Negotiation Adaptability Risk Management Cross Functional Collaboration Documentation & Reporting Problem Evaluation & Resolution

Roberto Reyes

I am an experienced and versatile Private Banker with more than 8 years of global wealth management...
San Diego Metropolitan Area, San Diego Metropolitan Area, United States

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Roberto Reyes’s Email roberto.reyes@ubs.com

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Roberto Reyes’s Location San Diego Metropolitan Area, San Diego Metropolitan Area, United States

Roberto Reyes’s Current Industry Ubs

Roberto Reyes’s Prior Industry L And V Trading | Global Geophysical Services | Merrill Lynch

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Work Experience

Ubs

CSA - General Securities Registered Representative

2020-11-01 00:00:00 - Present

L And V Trading

Finance Manager

2014-11-01 00:00:00 - 2020-10-01 00:00:00

Global Geophysical Services

Pension and Insurance Specialist

2011-01-01 00:00:00 - 2013-01-01 00:00:00

Merrill Lynch

International Financial Advisor

2007-01-01 00:00:00 - 2009-12-01 00:00:00

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FAQ About Roberto Reyes

Roberto Reyes is located at
San Diego Metropolitan Area, San Diego Metropolitan Area, United States

Roberto Reyes is a I am an experienced and versatile Private Banker with more than 8 years of global wealth management background, serving ultra-high-net-worth families. Deep knowledge of the LATAM market. Proven track record in building and maintaining client connections, providing tailored financial solutions, and exceeding revenue goals. Specializes in delivering holistic wealth management services to affluent individuals and families. I am skilled in analyzing complex financial information, managing risks effectively, and executing impactful investment plans. roberto.reyes@ubs.com  Contributed to the growth and success of the wealth management division by consistently exceeding revenue targets and client satisfaction metrics.  Earned trust through personalized financial guidance and exceptional service by creating and maintained long-lasting relationships with high-net-worth individuals and families.  Enhanced client portfolios and financial outcomes by demonstrating expertise in wealth management strategies, including portfolio optimization, asset allocation, and risk management.  Made informed decision-making and created positive outcomes by using advanced financial analysis techniques to assess client financial profiles, identify investment opportunities, and mitigate risks.  Commended for maintaining a thorough understanding of regulatory requirements and compliance standards to confirm all client interactions and financial transactions adhered to industry regulations and ethical standards.  Influenced business decisions with effective verbal and written communication reducing unnecessary risk.  Excels in achieving productivity targets, eliminating errors and delivering exceptional customer service. Reach out to connect and explore ways to optimize your portfolios and achieve outstanding financial results. I'm enthusiastic about collaborating with you to turn financial objectives into concrete successes. Expertise in: Client Relationship Management Wealth Management Financial Analysis Asset Allocation Financial Planning Team Collaboration Integrity & Trustworthiness Portfolio Management Investment Strategies Financial Management Verbal & Written Communication Regulatory Compliance Tax Strategies Detail-Oriented Strategic Planning & Execution Sales & Negotiation Adaptability Risk Management Cross Functional Collaboration Documentation & Reporting Problem Evaluation & Resolution