Yash Vardhan Singh
Dubai,UAE
Summary
With over 16 years expertise in intricate realm of wealth management within India , Asian sub continent and the Middle East. Spent over 11 years navigating through the ranks at Citibank , an illustrious US institution celebrated as a training ground for bankers globally.
I am an Individual fueled by unwavering commitment to progressive professional endeavours. My education foundation blends an MBA and executive Management development program and certifications form Wharton University , crafting a unique tapestry of expertise. Currently managing clientele in current role with UBS and managing clients across Bahrain, Qatar and UAE.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Director, Client Advisor
UBS AG
Dubai, United Arab Emirates
10.2019 - Current
- Onboarding and building up of key clientele across Bahrain, Qatar and UAE.
- Strong AUM/Fee focus in line with organizational direction and executing them with strict deadlines.
- Belief that interests must be aligned, operating under personal and professional set of ethics.
Assistant Vice President
Citibank
, Bahrain
12.2011 - 10.2019
- Citibank NRI-IPB business is niche arm of Citibank N.A., dealing with HNIs NRI's and other nationals based in Kingdom of Bahrain & Qatar.
- Responsible for acquisition and management of key client relationships in Qatar and Bahrain.
- Advise clients on asset allocation while working towards maximizing returns to clients in diversified approach.
Senior Manager
Citibank N.A
Gurgaon, India
02.2008 - 12.2011
- Role primarily deals with catering to Citigold Select clients whose needs are increasingly getting more complex and specific and requiring high degree of specialization with seamless precision within time, every time.
- Meeting senior management of corporate banking clients for investments and banking relationships of HNI clients and servicing to overall corporates for their banking services with special focus on Blue chip companies and global MNCs
- Successfully launched and executed various localized marketing activities resulting in healthy acquisition of new to bank Citigold clients.
- Spearheaded training programs for ASMs on various products technicalities and soft selling techniques.
Education
Execution Education - Banking and finance
Wharton Business School
Philadelphia 06.2016
Master of Business Administration - Finance and Marketing
Jaipuria Institute of Management
Noida 06.2008
Bachelor of Business Administration - Business Management
PG College
Rishikesh06.2006
Skills
- Relationship building
- Financial management
- Revenue growth
- Integrative negotiation
Certification
SAQ Certified Wealth Management Advisor ( CWMA)
Timeline
Director, Client Advisor
UBS AG
10.2019 - Current
Assistant Vice President
Citibank
12.2011 - 10.2019
Senior Manager
Citibank N.A
02.2008 - 12.2011
Execution Education - Banking and finance
Wharton Business School
Master of Business Administration - Finance and Marketing
Jaipuria Institute of Management
Bachelor of Business Administration - Business Management
PG College
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