Zoe Yeung

Client Onboarding Manager at Fragomen

Zoe Yeung has a diverse work experience in the financial industry. Zoe currently holds the role of Client Onboarding Manager at Fragomen, a position they have held since February 2023. Prior to this, they worked for Macquarie Group as a CDD/KYC Executive in Capital Markets from August 2018 to January 2023. Zoe also has experience working at RBC as a Senior KYC Analyst from July 2015 to July 2018, and at Credit Suisse as a Compliance Analyst from April 2015 to July 2015. Zoe began their career at HSBC Global Banking and Markets as a Client Identity and Documentation Analyst from October 2014 to April 2015, and also worked at FXCM as an Institutional Operation Associate from October 2010 to February 2014. Zoe's work experience demonstrates their expertise in client onboarding, CDD/KYC, compliance, and operations in the financial sector.

Zoe Yeung completed their Bachelor's degree in Business/Commerce, General from Monash University, from the year 2005 to 2008. Later, they pursued their Master's degree in Quantitative Analyst from City University of Hong Kong, from 2011 to 2013.

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Timeline

  • Client Onboarding Manager

    February, 2023 - present