Zhang Anna
About Zhang Anna
Zhang Anna is a Client Onboarding Specialist at 瑞銀環球資產管理 in Sydney, where she has worked since 2018. She holds a Master's degree in Applied Finance from Western Sydney University and a Bachelor of Commerce in Accounting from Macquarie University.
Work at UBS
Zhang Anna has been employed at 瑞銀環球資產管理 (UBS Global Asset Management) as a Client Onboarding Specialist since 2018. In this role, she is responsible for facilitating the onboarding process for new clients, ensuring compliance with regulatory requirements, and providing support throughout the client integration process. Her experience in this position spans over six years, and she is based in Sydney.
Previous Experience at PwC
Prior to her role at UBS, Zhang Anna worked at PwC Mainland China and Hong Kong as an Audit Assistant. Her tenure at PwC lasted for one year, from 2015 to 2016, and took place in Chengdu, Sichuan, China. In this capacity, she contributed to audit processes, assisting in financial assessments and compliance checks for various clients.
Education and Expertise
Zhang Anna holds a Master's degree in Applied Finance from Western Sydney University, where she studied from 2013 to 2014. She also earned a Bachelor of Commerce (B.Com.) degree in Accounting from Macquarie University, completing her studies there from 2010 to 2012. Her educational background provides her with a solid foundation in finance and accounting principles, which supports her professional roles.
Background
Zhang Anna's professional journey began with her academic pursuits in Australia, where she gained significant qualifications in finance and accounting. Her work experience includes a notable position at PwC, which enhanced her skills in auditing and compliance. Currently, she applies her expertise in client onboarding at UBS, contributing to the financial services sector in Sydney.