Noah Baum
New York,NY
Summary
Dynamic financial professional with a proven track record at UBS Financial Services, excelling in investment advice and relationship management. Leveraged expertise in financial planning and prospecting to significantly enhance client satisfaction and asset management. Adept at transforming market research into actionable financial strategies, demonstrating a results-driven approach with a pending CFP Certification.
Overview
2
2
years of professional experience
Work History
Client Associate
UBS Financial Services
New York, NY
11.2023 - Current
- Established new business accounts through strategic prospecting and cold-calling techniques.
- Improved client satisfaction by addressing inquiries and resolving issues in a timely manner.
- Educated clients on various financial matters and provided recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Supported clients during onboarding processes, guiding them through documentation requirements and account setup procedures.
Associate Wealth Management Advisor
Zermatt Wealth
San Diego, CA
04.2023 - 10.2023
- Organized market research, identifying new business opportunities and potential clients.
- Conducted comprehensive client interviews to determine financial goals, tax status, insurance coverage, risk tolerance and other relevant information to generate financial plans and investment portfolios.
- Collaborated with the Director of Alternative Investments to identify and capitalize on timely opportunities within private equity, private credit, private real estate, and real asset funds.
Associate
Morgan Stanley
New York, NY
06.2022 - 04.2023
- Leveraged the firm’s digital tools to strengthen client relationships and generate new assets, executing effective marketing campaigns on behalf of financial advisor.
- Crafted personalized content to strategically showcase financial advisors’ brand and value propositions through email, social media, and website, driving engagement.
- Identified practice-enhancing opportunities through WealthDesk and executed targeted campaigns, resulting in increased financial planning and asset under management metrics.
Education
Bachelor Of Science - Finance
University of Delaware
Newark, DE06.2021
Skills
- Candidate for CFP Certification (Passed Exam in July of 2024)
- Investment Advice
- Financial Planning
- Prospecting and Cold Calling
- Relationship Building and Management
- Retirement Planning
Timeline
Client Associate
UBS Financial Services
11.2023 - Current
Associate Wealth Management Advisor
Zermatt Wealth
04.2023 - 10.2023
Associate
Morgan Stanley
06.2022 - 04.2023
Bachelor Of Science - Finance
University of Delaware