Albana Droboniku

• Led transition from Merrill Lynch to UBS with 100% client retention.
• Developed and maintained strong relationships with clients and prospective clients to understand and support all aspects of their servicing needs while establishing a strong reputation for integrity and professionalism
• Led initiatives to improve client engagement by planning client entertainment events and personalized communication utilizing social media, FA marketing material etc.
• Leveraged internal and exterior partners and resources to provide clients with comprehensive and advanced planning like insurance, trust and estate planning etc
• Mentored junior staff, fostering professional growth and ensuring adherence to compliance standards.

• Performed daily client account oversight and resolved issues proactively.
• Managed all aspects of new client onboarding process
• Prepared material and oversaw annual or quarterly account reviews.
• Secured referrals or identified more business opportunities from existing clients through exceptional service delivery and relationship-building efforts.

PREVIOUS POSITIONS

Merrill Lynch And UBS | April 2014 - March 2020

ML Analyst - Relationship Management | Oct 2019 - Mar 2020

ML Registered Client Associate | Jan 2015 - Oct 2019

UBS Customer Service Associate | Apr 2014 - Jan 2015