Christian Camilo
Ridgefield
Summary
Results-driven Wealth Management Associate skilled in client relationship management, investment operations, and financial planning support. Series 7/66 and Securities Industry Essentials (SIE) licensed, with strong knowledge of investment products and financial markets. Dedicated to enhancing client experiences and supporting advisors in achieving business development goals.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Wealth Management Associate
UBS Wealth Advice Center
Weehawken
10.2025 - Current
- Acted as primary point of contact for clients, addressing account inquiries and resolving service requests promptly.
- Assist clients with account maintenance requests, cash management needs, and general servicing inquiries.
- Process client fund disbursements through checks, ACH transfers, and wire transactions while ensuring compliance with firm policies and regulatory requirements.
- Execute unsolicited equity and mutual fund trades accurately and efficiently on behalf of clients.
- Identified opportunities to deepen client relationships by discussing financial goals, account services, and wealth management solutions.
- Supported advisors through proactive client outreach, strengthening relationships and increasing client engagement.
- Collaborate with advisors and internal teams to deliver a seamless client experience and support overall business growth.
- Maintain detailed documentation of client interactions and transaction activity in accordance with regulatory and firm standards.
Wealth Management Intern
Equitable Advisors
Secaucus
10.2024 - 06.2026
- Assisted in developing comprehensive financial plans focused on retirement, investment, and wealth management objectives.
- Conducted investment research and portfolio analysis to support client recommendations.
- Supported client prospecting initiatives through outreach, follow-ups, and meeting coordination.
- Collaborated with advisors to evaluate portfolio strategies and identify opportunities for optimization.
- Assisted in implementing tax-efficient investment strategies aligned with client goals.
Education
Bachelor of Science - Business Administration, Finance Concentration
Montclair State University
Montclair, NJ05-2025
Skills
- Wealth Management Support
- Financial Planning Assistance
- Investment Products & Markets
- Client Relationship Management
- Client Outreach & Engagement
- Trade Execution
- ACH Transfers
- Wire Transfers
- Check Disbursements
- Account Maintenance
- Regulatory Compliance
- Documentation & Recordkeeping
- Microsoft Office Suite
- CRM Systems
Certification
- Series 7
- Series 66
- Securities Industry Essentials (SIE)
- Bloomberg Market Concepts
Timeline
Wealth Management Associate
UBS Wealth Advice Center
10.2025 - Current
Wealth Management Intern
Equitable Advisors
10.2024 - 06.2026
Bachelor of Science - Business Administration, Finance Concentration
Montclair State University