Hans Klingbeil joined UBS in 2003. In his role, Hans Klingbeil manages complex relationships with ultra-high-net-worth clients in Latin America, as well as with clients in Europe and the United States. He helps orchestrate bespoke client solutions powered by the firm’s globalized institutional ecosystem, focusing on holistic, well-rounded coverage models. He has enjoyed considerable success with his client portfolio, more than tripling his business in just three years.
Hans Klingbeil has garnered several professional certifications and accreditations during his career in finance, including the Series 7, 24, 55, and 63 licenses. His professional training has yielded a comprehensive knowledge of critical financial services, products and solutions, including securities, investments, financing, alongside supervisory and management skills.
Mr. Klingbeil earned a MS in Finance from Universidad Anáhuac, in addition to his Business Administration degree, both in Mexico, setting the academic foundation for a global perspective that enables Hans to navigate, understand and cover complex client relationships with that same global reach and approach.