Joseph Wong
About Joseph Wong
Joseph Wong is an Associate Director at UBS, where he has worked since 2018. He has a background in finance and engineering, with previous roles at ANZ, UBS, and Yarra Valley Water.
Current Role at UBS
Joseph Wong serves as an Associate Director at UBS, a position he has held since 2018. In this role, he is involved in various aspects of financial services, leveraging his extensive background in equity research and investment analysis. His tenure at UBS has contributed to the firm's capabilities in providing strategic financial advice and insights to clients.
Previous Experience at UBS
Prior to his current role, Joseph Wong worked as an Equity Research Analyst at UBS from 2015 to 2018. During this time, he conducted in-depth analysis of market trends and company performance, contributing to investment strategies and recommendations. His experience in equity research laid a strong foundation for his subsequent responsibilities as Associate Director.
Experience at ANZ
Joseph Wong worked at ANZ in various capacities from 2012 to 2015. He began as an Institutional Graduate for one year, where he gained exposure to institutional banking. Following this, he served as an Assistant Relationship Credit Manager for two years, focusing on credit assessment and relationship management within the bank's institutional sector.
Educational Background
Joseph Wong studied at the University of Melbourne, where he earned a Bachelor of Engineering (B.Eng.) and a Bachelor of Commerce with a focus on Finance. His studies spanned from 2007 to 2011, providing him with a solid foundation in both engineering principles and financial analysis, which he has applied throughout his career.
Early Career Experience
Before his roles in banking and finance, Joseph Wong gained practical experience as a Junior Engineer in Land Development & Compliance at Yarra Valley Water from 2009 to 2011. He also completed a one-month internship as an Investment Advisory Services Vacationer at Pitcher Partners in 2011, where he was introduced to investment advisory practices.