WHO WE ARE
Challenging ourselves to provide unique insights to our clients
Weini Zhang, CFA
Weini works as a product manager for alternative asset classes as well as a client relationship manager for our valued customers. Her tasks involve facilitating in and advising on the marketing and sales strategies of the products on behalf of our clients, which we are currently distributing to institutional investors. She joined the company in 2019.
Weini has profound experience in the financial services industry. Previously, she has worked for 5 years at Goldman Sachs Investment Management Division in Zurich. As a financial investment professional, Weini was advising ultra-high net worth individuals and family offices on investment products from traditional to alternative asset classes. Furthermore, she has sales experience with Credit Suisse asset management. Prior to her master studies, she was working in tax and assurance services in Ernst & Young and Deloitte in Singapore.
Weini holds a master’s degree (MA) in banking and finance from University of St. Gallen (HSG), Switzerland and bachelor’s degree in accountancy from Nanyang Technological University of Singapore. She is also a CFA® charterholder and has taken various securities exams with FINRA including series 7 and 63. Weini speaks English and Mandarin.