Lili Zheng

Senior Client Advisor

Lili Zheng has nearly 20 years of experience in wealth management industry. She was Deputy Head of Asian at Quintet Private Bank Switzerland, managing private assets for HNWI individuals and families.

From 2015 to late 2020, she served as Senior Client Advisor at Edmond de Rothschild HK branch, wealth planner at EdR Family Advisory (Hong Kong), and Deputy Desk Head (Asia) at EdR (Switzerland). Before that, she was Head of Business Development in China Construction Bank Private Banking, Director and Senior Relationship Manager at Deutsche Bank’s HK Branch, Relationship Manager and Investment Advisor at Standard Chartered Private Bank and HSBC Private Bank.

Lili is a CFA (Chartered Financial Analyst) holder. She graduated from Guanghua School of Management, Peking University, China.