Edmund Tan Zhen Xiong, Cfa
About Edmund Tan Zhen Xiong, Cfa
Edmund Tan Zhen Xiong is an Associate Director and Client Advisor at UBS in Singapore, with over a decade of experience in client advisory roles at major banks. He holds a Bachelor of Business Administration from Singapore Management University and is a Chartered Financial Analyst.
Work at UBS
Edmund Tan Zhen Xiong has been serving as an Associate Director, Client Advisor at UBS since 2016. In this role, he focuses on managing client portfolios, particularly within the Singapore market. His responsibilities include advising clients on investment strategies and financial planning, leveraging his extensive experience in the financial services industry.
Previous Experience at Major Banks
Prior to his current position at UBS, Edmund held various roles at notable banks in Singapore. He worked as an AVP, Portfolio Consultant (Offshore) at HSBC from 2012 to 2014. Following that, he served as VP, Senior Client Advisor at UOB from 2014 to 2016. Earlier in his career, he was an Investment Advisor in Group Wealth Management at OCBC Bank from 2010 to 2012.
Education and Expertise
Edmund studied the Chartered Financial Analyst (CFA) Program from 2010 to 2012, enhancing his financial analysis skills. He earned a Bachelor of Business Administration (B.B.A.) in Accounting and Finance from Singapore Management University, where he studied from 2006 to 2010. Additionally, he spent 11 months at the University of Mannheim in 2009, further broadening his academic background.
Client Advisory Experience
Edmund possesses extensive experience in client advisory roles across multiple major banks in Singapore. He has a proven track record of simplifying complex financial concepts for clients, which aids in effective communication and decision-making. His focus on the Singapore market allows him to tailor strategies that meet the specific needs of his clients.