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Home Business News Appointments

UBS celebrates client advisor promotion

September 2, 2021
in Appointments, Business News, Financial Services, Jersey News
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UBS Wealth Management announce the internal promotion of Stephen Coelho within their Private Clients team from Client Account Manager to Client Advisor.

Stephen, who joined UBS in 2017, will concentrate on working with Jersey resident clients and help to consolidate UBS as the wealth manager of choice on the Island.

Stephen previously studied at Durham University, has a BA in modern languages and cultures and can speak Spanish, Italian and Portuguese.

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Stephen said: “UBS is a great company to work for and I am really delighted with this promotion. The senior advisors in the team have been really supportive and I am looking forward to taking on this exciting role and developing the relationships with my new clients.”

Michael Clarke, Head of Private Clients, added: “Stephen has become a really important member of our team and thoroughly deserves this recognition. I am looking forward to seeing Stephen’s career at UBS go from strength to strength.”

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Sonny Teeling

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