Deep Enrich
Kevin Zhang
420 followers
Auckland, Auckland, New Zealand
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Connect with Kevin Zhang to Send Message
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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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