Fraser Abbott

Experience

• 

  UBS

  Sept 2019 - now

  First point of contact for client inquiries across the UK and APAC regions, ensuring smooth service delivery and efficient query resolution. Supporting the delivery of comprehensive financial solutions, including portfolio management, financial planning, and private credit. Delivering exceptional client support through strong administrative and organisational skills, maintaining a seamless service experience. Front office administrative support to Client Advisors and Client Account Managers across Latin American & APAC markets.Processing administrative updates across client portfolios, including; processing of foreign and domestic payments, asset transfers, document processing, conducting enhanced due diligence and maintaining updated client data.

  • Client Account Manager - Global Wealth Management

    Jul 2021 - now

  • Wealth Management Apprentice

    Sept 2019 - Jul 2021