Jorge Alberto Moran

Jorge Alberto Moran is a seasoned finance professional with extensive experience in relationship management, particularly focusing on External Asset Managers in Latin America and Switzerland. Currently serving as a Senior Relationship Manager at Syz Group since September 2023, Jorge excels in customer liaison, support, and acquisition of new EAMs. Previously, Jorge held significant roles at UBS, where responsibilities included functional management and client support for Global Financial Intermediaries in Latin America North and Brazil. With prior experience at Julius Baer, Credit Suisse, and other prestigious institutions, Jorge has a strong track record in developing client relationships and managing projects related to EAMs. Jorge holds a Certified Wealth Management Advisor (CWMA) designation from the Swiss Association for Quality.