Yoren Chetty Cfp™ Chartered M CSI (Uk) Cfp® (Sa)
About Yoren Chetty Cfp™ Chartered M CSI (Uk) Cfp® (Sa)
Yoren Chetty is an Internal Client Relationship Support Manager at HSBC Asset Management, specializing in wealth management and financial planning. With extensive experience across multiple financial institutions and a strong educational background, he provides expert advice to high net worth individuals.
Work at HSBC
Yoren Chetty currently serves as the Internal Client Relationship Support Manager in the Global Private Bank at HSBC Asset Management. He has been in this role since 2023, working in a hybrid capacity from London, England. Prior to this position, he worked at HSBC as a High Net Worth Wealth Manager for one year, from 2022 to 2023, in St. Helier, Jersey. His experience at HSBC reflects a strong focus on client relationship management and wealth management services.
Previous Employment Experience
Yoren Chetty has a diverse background in wealth management and financial planning. He worked as a Wealth Manager - Independent Contractor at Standard Bank Group for four months in 2021 in Johannesburg, South Africa. He also held the position of Senior Financial Planner at NMG Benefits from 2010 to 2017, serving clients across Johannesburg, Pretoria, Durban, and surrounding areas. Additionally, he was an Associate Partner at St. James's Place Wealth Management – Asia in Shanghai, China, from 2019 to 2020, and served as Executive Director and Senior Financial Planner at Morebo Group from 2017 to 2019.
Education and Expertise
Yoren Chetty has an extensive educational background in financial planning and management. He obtained a Postgraduate Diploma in Financial Planning from the University of the Free State in 2006. He also completed a Master of Business Leadership (MBL) at the University of South Africa from 2009 to 2011. In addition, he has pursued various certifications, including a Certificate in Alternative Investments from Harvard Business School Online in 2021 and a Certificate in Green and Sustainable Finance from The Chartered Banker Institute from 2022 to 2023.
Professional Qualifications
Yoren Chetty holds several professional qualifications that enhance his expertise in wealth management. He is a Chartered Wealth Manager through the Chartered Institute of Securities and Investments (CISI) in the United Kingdom. He is also studying for the UK RDR Level 4 Compliant Investment Advice Diploma at The CISI. Additionally, he has completed the First Level Regulatory Examinations (RE5) in 2011 and has earned an Award in Bancassurance from the Chartered Insurance Institute in 2021.
Community Involvement
Outside of his professional responsibilities, Yoren Chetty supports various charitable organizations. His commitment to community service reflects his dedication to making a positive impact beyond the financial sector. This involvement underscores his focus on maintaining and improving physical, mental, and emotional wellbeing, both for himself and those he assists through his charitable efforts.