Julie Zhu

Investment Counselor, Product And Investment Solutions at CITIC Securities International

Julie Zhu, CFA, FRM, currently serves as an Investment Counselor in Product and Investment Solutions at CITIC Securities International since February 2023. Prior to this role, Julie held the position of Senior Vice President at DC Wealth Management (HK) Limited from January 2019 to February 2023, where responsibilities included monitoring and managing multiple family office investment portfolios across various asset classes. Julie's experience also encompasses roles as an Investment Analyst at BC Global Asset Management Limited and as a Senior Data and Reporting Analyst at Maples Group. Julie began the career as a Quantitative Finance Analyst Intern at Guotai Junan Futures. Julie holds a Master of Finance in Investment Management from The Hong Kong Polytechnic University and dual degrees in Mathematics and Human Resources Management from Nankai University.

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Hong Kong, Hong Kong

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CITIC Securities International

CITIC Securities International Company Limited is a wholly-owned subsidiary of CITIC Securities Company Limited – China’s first full-service investment bank to have its A shares (SSE:600030) listed on the Shanghai Stock Exchange (SSE) and H shares (SEHK:6030) listed on the Main Board of The Stock Exchange of Hong Kong Limited (SEHK). CITIC Securities International is also the parent company of CLSA which has presence across 21 cities in Asia, Europe and the US. We together with CLSA offer wide range of financial services and products to a large and diverse client base that includes financial institutions, corporations and individuals. Our vision is to become a leading China-focused capital markets service and solution provider. We invite high caliber talents to join us.