Yvonne Choi, Cfa
About Yvonne Choi, Cfa
Yvonne Choi is a Director and Team Leader for Advisory Solutions and Operating Office at UBS, where she has worked since 2022. She has extensive experience in advisory roles, having held positions at UBS, Plurimi, Morgan Stanley, Credit Suisse, and BNP Paribas.
Current Role at UBS
Yvonne Choi currently serves as the Advisory Solutions & Operating Office Team Leader and Director at UBS. She has held this position since 2022, contributing to the firm's advisory solutions and operational strategies in London, England. Her role involves overseeing various initiatives aimed at enhancing client advisory services and operational efficiency.
Previous Experience at UBS
Yvonne Choi has extensive experience at UBS, where she worked in multiple roles. She was the Head of Advisory Solutions, Reporting & Management from 2021 to 2022. Prior to that, she served as the Advice Product Manager from 2019 to 2020 and as the Head of Advisory Process, Pricing & Performance Reporting from 2020 to 2021. Her tenure at UBS has spanned several years, allowing her to develop a deep understanding of advisory processes.
Experience at Other Financial Institutions
Before her current role at UBS, Yvonne Choi worked at several other financial institutions. She was an Investment Advisor at Plurimi from 2016 to 2019 and served as an Analyst in Private Wealth Management at Morgan Stanley from 2011 to 2014. Additionally, she worked as a Junior Relationship Manager in Wealth Management at Credit Suisse from 2014 to 2016. Her diverse experience across these firms has equipped her with a broad skill set in wealth management and advisory services.
Educational Background
Yvonne Choi studied at the London School of Economics and Political Science, where she earned a BSc in Economics from 2006 to 2009. This academic foundation has provided her with essential knowledge in economic principles and financial analysis, contributing to her expertise in the financial services industry.
Early Career Experience
Yvonne Choi began her career with a sales internship at BNP Paribas in 2008, focusing on Debt Capital Markets. This early experience laid the groundwork for her subsequent roles in wealth management and advisory services. She transitioned to various positions in the financial sector, gaining valuable insights and skills that have shaped her professional journey.