Matthew Mcsi Email
Client Adviser @ Julius Baer
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Matthew Mcsi Location
- United Kingdom
Matthew Mcsi Work
- 2024 -now Client Adviser @
- 2022 -2024 Assistant Relationship Manager @
- 2021 -2022 Wealth Manager @
- 2019 -2021 Assistant Relationship Manager @
- 2019 -2019 Wealth Management - UK Domestic Client Advisor Assistant @
- 2017 -2019 Wealth Management - UK Domestic Apprentice @
Matthew Mcsi Education
- The Chartered Institute for Securities & Investment (The CISI)
Private Client Investment Advice & Management (PCIAM) (Pass)
2021-2021 - The Chartered Institute for Securities & Investment (The CISI)
Investment Advice Diploma (IAD) (Pass)
2019-2020 - UBS University
Investment Operations Specialist Apprenticeship (Apprentice Network Committee, hard & soft skills workshops)
2017-2019 - Chartered Institute for Securities & Investment
Investment Operations Certificate (IOC) (Pass)
2018-2018
Matthew Mcsi Summary
- Matthew Mcsi, based in United Kingdom, is currently a Client Adviser at Julius Baer. Matthew Mcsi brings experience from previous roles at Julius Baer, Nutmeg and UBS. Matthew Mcsi holds a 2021 - 2021 Private Client Investment Advice & Management (PCIAM) in Pass @ The Chartered Institute for Securities & Investment (The CISI). Matthew Mcsi has 1 emails on RocketReach.
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