2020 – 2021 | Wealth Man.gmnt Assistant | Socinvest SA |
2016 – 2020 | Wealth Man.gmnt Assistant | UBS Switz. AG |
2007 – 2011 | Personal Ass. Ambassador | Sov. Order Malta |
2001 – 2006 | Corporate Dealer | BPVN London |
1998 – 2001 | Client service | Bank of China London |

N° de référence : #TALENT-BK-VaPa
Valentina PATTA
Wealth Management Client Advisor - Relationship Assistant
20+years experience on front office job: Corporate Dealer in London and since 2016 in Geneva as wealth management assistant for High and Ultra High Net Worth. Four languages providing first point of contact and understand of client’s needs as per nationality. High quality support to RM to deliver outstanding results for the Client. Team work creating a favorable environment to achieve objectives. Positive attitude with great respect for the Company and Colleagues.
Mes +
My added value:
- Excellent interpersonal skills, empathic
- Team work, positive attitude
- keen on learning new procedure
- Four languages: French English, Spanish and Italian
- UBS in house system
- Four languages: French English, Spanish and Italian
- Flexible and proactive
Mon parcours
Mes principales expériences professionnelles :
Recommandations
"Responsible and reliable . Quick on the uptake, sound judgment, copes confidently under pressure.efficiently structured and thorough, she had broad specialist know-how of her field, including knowledge of compliance regulations, client complaint process and correspondence policies.performed well."
"Mrs Patta is a person of good character, reliable and she possesses good people skills and good work ethics. Mrs Patta would be a great addition to any company she chooses to work for and I wish her every success in her future career."