專家介紹
Hi! I am Zuri. I graduated with a Masters degree in Financial Management from Warwick Business School and Bachelor degree in Accounting & Finance from Durham Business School. I am fluent in English, Cantonese and Mandarin Chinese. I am currently working as an Investment Specialist within the Private Banking sector in Hong Kong.
I have over 5 years of professional experience in all asset-class investments in the banking sector. Throughout my career, I made recommendations to clients through monitoring market activities and generated investment ideas such as Structure Products, Stocks, Bonds, FX, Commodities, etc. that aligned with clients’ investment objectives and risk tolerance level. I also produced investment write-ups and educational/marketing materials through conducting market analysis, financial research and company performance analysis. I have guided 2 juniors throughout my career.
My experiences harnessed with knowledge and skills would be perfect for those who are looking for candidates that work efficiently while completing work with high standards and error-free. The skills would also be compatible with those who are looking for investment advices over different investment cycles.
