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Yuka Ogawa

Yuka Ogawa

Analyst

Followers of Yuka Ogawa91 followers
location of Yuka OgawaTokyo, Japan

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  • Timeline

  • About me

    UBS - Director (Client Advisor)

  • Education

    • UBS Wealth Management Diploma

      2015 - 2016
      Certified Wealth Management Advisor, CWMA

    • 上智大学 Sophia University

      2006 - 2008
      Bachelor's degree Language

  • Experience

    • Goldman Sachs

      Jan 2008 - Jan 2013
      Analyst

    • Visa

      Jan 2014 - Jan 2015
      Manager

      Responsibilities:- Build, develop, and maintain long-term relationship with clients which are mainly credit card companies.- Advise clients how they can develop their clients' affiliation with their companies.- Design reward/incentive program to increase sales.

    • UBS

      Oct 2015 - now
      Client Advisor

      Responsibilities:- Advise high net worth clients on wealth management and any related topics of their interest.- Build, develop, and maintain long-term relationship with clients.- Actively acquire new clients.- Perform as a member of various internal activities (UBS Salon, Campus recruiting).

  • Licenses & Certifications

    • 宅地建物取引士

      一般財団法人不動産適正取引推進機構

    • 証券アナリスト

      日本証券アナリスト協会

    • TOEIC: 990pts

      ETS

  • Honors & Awards

    • Awarded to Yuka Ogawa
      Client Advisor of The Year 2021 UBS Jan 2022 Awarded top client advisor (private banker) 2021 in Associate Director category.
    • Awarded to Yuka Ogawa
      Client Advisor of the Year 2020 UBS Jan 2021 Awarded top client advisor (private banker) 2020 in Associate Director category.
    • Awarded to Yuka Ogawa
      Funded New Relations Award 2020 UBS Jan 2021 New client acquisition.