Winnie Yeung
Senior Wealth Associate
Winnie oversees new business, processing, and client management for Australian and Hong Kong clients, ensuring seamless support for advisers and exceptional service for clients.
Professional Qualifications
- Bachelor of Commerce (BCom) Services Marketing – Tourism & Hospitality UNSW
- Diploma of Financial Planning (RG146 Compliant)
- Diploma in Regulated Financial Planning (Level 4)
Winnie's role involves
Winnie joined Oreana in November 2021 and plays a vital role in supporting our advisers. As a Senior Wealth Associate, she oversees new business, processing, and client servicing for our Australian and Hong Kong clients, ensuring a seamless experience across all aspects of wealth management.
With over a decade of experience in financial services, Winnie has worked in Sydney, London, and now Hong Kong. Her background includes roles as a Client Services Manager, Practice Executive, and Senior Paraplanner, equipping her with a deep understanding of client needs and operational excellence. Her expertise and dedication help drive exceptional service and support for our clients.
Winnie's areas of expertise
- Client Servicing & Support
- New Business & Onboarding
- Wealth Management Operations
- Process Management & Efficiency
- Regulatory & Compliance Support
