Flora Zhu
Investment Specialist at Pictet Wealth Management- Claim this Profile
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English Full professional proficiency
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Mandarin Native or bilingual proficiency
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cantonese Limited working proficiency
Topline Score
Bio
Experience
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Pictet Wealth Management
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Switzerland
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Financial Services
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500 - 600 Employee
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Investment Specialist
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Jun 2022 - Present
North Asia market coverage North Asia market coverage
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HSBC
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United Kingdom
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Financial Services
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700 & Above Employee
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Investment Specialist/Counsellor
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Jun 2019 - Jun 2022
Covers North Asia market -Responsible for clients portfolio management and revenue generation for the business. - Top performer in revenue growth and net new money inflow Covers North Asia market -Responsible for clients portfolio management and revenue generation for the business. - Top performer in revenue growth and net new money inflow
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UOB Private Bank
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Singapore
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Senior Client Advisor
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2017 - 2018
North Asia market Specialised in providing customised financial strategies and solutions to offshore high-net-worth and ultra high-net-worth individuals North Asia market Specialised in providing customised financial strategies and solutions to offshore high-net-worth and ultra high-net-worth individuals
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Nomura
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Financial Services
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700 & Above Employee
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Wealth Manager
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Jun 2012 - May 2017
North Asia market Provide tailor-made investment strategies to high net worth and ultra high net worth client and managing clients portfolio. North Asia market Provide tailor-made investment strategies to high net worth and ultra high net worth client and managing clients portfolio.
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ANZ
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Australia
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Banking
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700 & Above Employee
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Relationship Manager
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Sep 2010 - Jun 2012
North Asia market North Asia market
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Education
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Macquarie University
Bachelor’s Degree, Applied Finance
Community
