Irena Zoga
About Irena Zoga
Irena Zoga serves as the Associate Director and Client Advisor at UBS Wealth Management, where she has worked since 2017. She has a strong background in international business management and investment advice, having previously held roles at Lloyds Bank Private Banking and UBS.
Work at UBS
Irena Zoga currently serves as an Associate Director and Client Advisor at UBS Wealth Management, a position she has held since 2017. In this role, she advises wealthy individuals and business leaders on complex financial needs. Prior to her current position, she worked as a Client Advisor Assistant at UBS Wealth Management from 2014 to 2016. Her experience at UBS has contributed to her strong expertise in investment advice and wealth management.
Previous Experience at Lloyds Bank
Before joining UBS, Irena Zoga worked at Lloyds Bank Private Banking as a Relationship Associate from 2010 to 2014. During her four years in this role, she was based in Hill Street, Mayfair, London. This experience provided her with foundational skills in client relationship management and financial services.
Education and Expertise
Irena Zoga has a solid educational background in business management and finance. She studied International Business Management at Oxford Brookes University from 2006 to 2009. Additionally, she achieved a Business Management qualification from Deree College, The American College of Greece in 2001. She has also pursued further education in finance, completing the Investment Advice Diploma from The Chartered Institute for Securities & Investment in 2017.
CFA Program Participation
Irena Zoga participated in the CFA Program as a Level 1 Candidate from 2019 to 2020. This program is designed to enhance her knowledge and skills in investment management and financial analysis, further supporting her role in wealth management.
Background in International Business
Irena Zoga has a strong background in international business management, which complements her role in wealth management. Her education and professional experiences have equipped her with the skills necessary to navigate the complexities of advising clients with diverse financial needs.