Yuanjing Lu, Cfa,Frm,C AI A
About Yuanjing Lu, Cfa,Frm,C AI A
Yuanjing Lu is a finance professional with extensive experience in asset management and private banking, currently serving as Responsable du Service Business Analyst at UBS Wealth Management in Paris. With a strong educational background in finance and wealth management, Lu has developed expertise in team management, project management, and talent management.
Current Role at UBS Wealth Management
Yuanjing Lu serves as Responsable du Service Business Analyst at UBS Wealth Management. In this role, he has been responsible for overseeing business analysis functions since 2015 in the Région de Paris, France. His position involves managing teams and projects, focusing on enhancing service delivery and operational efficiency within the organization.
Previous Experience at UBS
Prior to his current role, Yuanjing Lu worked as a Business Analyst for Ultra High Net Worth (UHNW) clients at UBS Wealth Management from 2014 to 2015. His experience in this role contributed to his understanding of the unique needs of high-net-worth individuals. Additionally, he served as an Assistant de gestion at UBS Asset Management for five months in 2009, which further solidified his expertise in asset management.
Educational Background in Finance
Yuanjing Lu has a comprehensive educational background in finance. He studied at Grenoble IAE, where he completed a degree in Finance d'entreprises et de marchés from 2005 to 2007. He furthered his studies at emlyon business school, achieving a degree in Ingénierie Financière from 2007 to 2009. Additionally, he completed a program in Gestion Patrimoniale at AUREP from 2018 to 2019, enhancing his knowledge in wealth management.
Professional Expertise in Asset Management and Private Banking
Yuanjing Lu possesses dual professional experience in asset management and private banking. His roles have equipped him with skills in team management, project management, and talent management. This expertise allows him to effectively lead teams and manage projects within the financial services sector.
Cultural Background
Yuanjing Lu has a dual Franco-Chinese cultural background. This diverse heritage contributes to his unique perspective in the finance industry, allowing him to navigate and understand different cultural contexts in business.