Zhen L
Analyst - GWM MO CLM at UBS | Singapore
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Zhen Yang L is currently serving as an Analyst within the GWM MO CLM team at UBS, where he plays a pivotal role in delivering comprehensive client lifecycle management solutions for high-net-worth clients. In this capacity, Zhen Yang leverages his extensive expertise in investment management, data analytics, and financial data to enhance client onboarding, ongoing portfolio oversight, and regulatory compliance. His responsibilities include meticulous data management—updating and maintaining detailed client profiles while ensuring adherence to strict regulatory standards and stock exchange requirements. This involves conducting fiscal risk assessments, tax evaluations, and ensuring the accuracy of key client information such as nationality, domicile, and address, which are critical for compliance and reporting.
Zhen Yang’s role also involves collaborating with cross-functional teams to optimize portfolio strategies and improve data-driven decision-making processes. His proficiency in analytical tools such as R, MySQL, and data visualization platforms enables him to extract actionable insights from complex datasets, supporting the team’s efforts in portfolio optimization and risk management. His background in fixed income, energy, and analytical value creation allows him to bring a nuanced perspective to client solutions, especially in sectors like energy and fuel, where market dynamics are rapidly evolving.
With a strong foundation in financial data analysis, project reporting, and communication, Zhen Yang is well-equipped to navigate the complexities of wealth management and client relationship management at UBS. His ability to integrate technical skills with industry knowledge ensures that he consistently delivers value-added insights, fostering trust and long-term client relationships in a competitive financial landscape.
Analyst - GWM MO CLM at UBS in September 2024 to Present
APAC Risk Management Spring Analyst Internship at TotalEnergies in January 2021 to June 2021
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National University of Singapore, Bachelor of Business Administration - BBA
Beedie School of Business at Simon Fraser University
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Portfolio Optimization
Financial Modeling
Marketing Presentations
Analytical Skills
Project Reporting
Financial Planning
Presentations
Interpersonal Skills
Financial Data
Analytics
Data Analysis
Finance
Market Research
Team Management
Programming
Microsoft Excel
R (Programming Language)
Python (Programming Language)
Data Analytics
Data Visualization
MySQL
Microsoft Office
Communication
Training
Organization Skills
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Discover more about UBSWhat is Zhen Yang L email address?
Email Zhen Yang L at [email protected] and [email protected]. This email is the most updated Zhen Yang L's email found in 2026.
How to contact Zhen Yang L?
To contact Zhen Yang L send an email to [email protected] or [email protected]. (updated on March 10, 2025)
What company does Zhen L work for?
Zhen L works for UBS
What is Zhen L's role at UBS?
Zhen L is Analyst - GWM MO CLM
What is Zhen L's Phone Number?
Zhen L's phone +44 ** **** *330
What industry does Zhen L work in?
Zhen L works in the Financial Services industry.
Zhen L Email Addresses
Zhen L Phone Numbers
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