Verified recordFinancial Services

Alexis Smith

Relationship Manager at Ubs

Based in United States

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Seniority

Manager

Department

Sales & Business Development

Location

United States

Industry

Financial Services

Company size

118K

Contact information

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a•••••••@ubs.com

Phone

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Background

About Alexis Smith

I am a Relationship Manager who assists in developing and maintaining strong customer relationships. I work directly with the investments team to assist FA's in preparing proposals, recommendations, and reviews for clients and prospects. I maintain clients of my own while seeking opportunities for new relationships and growth. I also manage all our team marketing to include creating marketing material, maintaining relevant social media, team events, and seminars. I am an AAMS™ Professional. I am a CRPC™ Professional.*Accredited Asset Management Specialist™, AAMS™, and the AAMS™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.*Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.

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