Amy Zhao
About Amy Zhao
Amy Zhao serves as the Director and Head of Client Service at 瑞银集团, where she has worked since 2017. She has extensive experience in client strategy and business management, having held various roles at China International Fund Management Co., Ltd.
Current Role at UBS
Amy Zhao serves as the Director and Head of Client Service at UBS, a position she has held since 2017. In this role, she is responsible for overseeing client service operations and ensuring high standards of client engagement. Her experience in this capacity spans over seven years, during which she has contributed to the development and implementation of client service strategies tailored to meet the needs of UBS's diverse clientele.
Previous Experience at China International Fund Management Co., Ltd
Prior to her current role, Amy Zhao held multiple positions at China International Fund Management Co., Ltd. She worked as the Head of Client Strategy for one month in 2017, focusing on strategic initiatives for client engagement. Additionally, she served as the Deputy Head of the Business Management Department for six months in 2017. From 2014 to 2017, she was the Head of MNC Client Service, where she managed relationships with multinational clients. Earlier, she worked as the Branding and Client Promotion Manager from 2011 to 2014 and as the Assistant to the General Manager from 2007 to 2011.
Education and Expertise
Amy Zhao completed her MBA at 复旦大学 from 2017 to 2019. This advanced degree provided her with a strong foundation in business management and strategy. Earlier, she earned a Bachelor's degree in International Politics from 复旦大学 from 2001 to 2005. Her educational background supports her expertise in client service and business management within the financial sector.
Background in Client Service and Business Management
Amy Zhao has extensive experience in client service and business management, particularly within the financial services industry. Her roles at China International Fund Management Co., Ltd involved various aspects of client engagement and strategy development, highlighting her ability to manage complex client relationships. Her career trajectory reflects a commitment to enhancing client experiences and driving business growth through effective management practices.