Zenaida Lo

A trading associate holding SFC Type 1, 4 & 9 licenses servicing 100+ High Net Worth clients in a multi-national asset management firm, who is communicative, collaborative, trustful, diligent, and proactive. Experienced in both wealth management & insurance field. Knowledgeable in investments among various asset classes across APAC, European & US markets. Dedicated to maintaining professionalism and goal achievement.

As a responsive trading associate with solid High Net Worth client service experience, I know my diverse skills and qualifications will make me an asset to your team. I am writing to apply for the post of Relationship Manager Assistant, Private Wealth Management. Equipped with my background together with my capability, I believe that I am well qualified and can contribute a lot to your organization.

2016-2019 Hong Kong Polytechnic University

Bachelor of Arts in English for Business & Professional Communication

2021 The Securities and Futures Commission (SFC)

Licenses of Type 1,4,9

2018-2021 Hong Kong Insurance Authority

Licenses of IIQE 1,3