
Timeline
About me
Equities Sales Relationship Manager at Tiger Brokers | Business Development and Partnerships | CFA Level 2 Candidate
Education

The university of waikato
2014 - 2015Bachelor of commerce - bcom management top 15%Academic Higher Achiever Scholarship

Open polytechnic of new zealand
2019 - 2020New zealand certificate in financial services (level 5) (afa) investment and lendingQualified Authorised Financial Advisor
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Lincoln university (nz)
2020 - 2021Master of business with distinction finance distinctionDean’s List
Experience

Skycity entertainment group
Nov 2015 - Jun 2018VIP Sales / Customer Service
Dec 2016 - Jun 2018Premier Sales / Customer Service
Nov 2015 - Jun 2018

Westpac
Jun 2018 - Dec 2021Personal Banker
Jun 2018 - Dec 2021Secondment Financial Adviser - Wealth Office
Aug 2019 - Sept 2019Customer Service Representative
Jun 2018 - Jun 2019

Hsbc
Jan 2022 - Jul 2024Associate premier relationship manager - hnw clientsAUM 200 Million

Tiger brokers
Jul 2024 - nowEquities Sales Relationship Manager - Global Capital Markets
Dec 2024 - nowEquities Trader & Investment Analyst
Jul 2024 - Dec 2024
Licenses & Certifications
- View certificate

Cfa level 1 passed
Cfa instituteJan 2024 - View certificate

Golden key international honour society asia pacific - top 15%
Golden key international honour societyJan 2024 - View certificate

Bloomberg market concepts certificate
BloombergJul 2021
Honors & Awards
- Awarded to Kevin ZhangLegend Award Westpac New Zealand Sep 2019
- Awarded to Kevin ZhangQuest For The Best Skycity Entertainment Group Jan 2017
- Awarded to Kevin ZhangTop 15% of the Waikato Management School Vice Chancellor of The University of Waikato Apr 2016
Volunteer Experience
Volunteer
Issued by Fo Guang Shan Monastery on Nov 2021
Associated with Kevin Zhang
Languages
- enEnglish
- maMandarin
- caCantonese
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