beBee background
Professionals
>
Dublin
Kevin XU

Kevin XU

Multiasset investment advisory

Accounting / Finance

Dublin, Dublin City

Social

Services offered

I am a seasoned multi-asset advisory specialist with eight years of experience in working with clients to help them achieve their financial goals, and I am committed to delivering exceptional service and results.

 I have strong technical skills and a proven track record of providing exceptional financial planning, asset allocation, portfolio management, and multi-asset advisory services to meet the diverse needs of my clients. 

Licensed across EU, I  have extensive knowledge of global markets, with a focus on the Asian and European markets.

 With my MBA education and my ability to identify and capitalize on market trends, I am confident that I can take my career to the next level and deliver unparalleled value to my clients. 

Financial planning
Multi-asset advisory
Portfolio management
Approximate rate: 70 € per hour

Experience

I am a seasoned multi-asset advisory specialist with eight years of experience in working with clients to help them achieve their financial goals, and I am committed to delivering exceptional service and results.

 I have strong technical skills and a proven track record of providing exceptional financial planning, asset allocation, portfolio management, and multi-asset advisory services to meet the diverse needs of my clients. 

Licensed across EU, I  have extensive knowledge of global markets, with a focus on the Asian and European markets.

 With my MBA education and my ability to identify and capitalize on market trends, I am confident that I can take my career to the next level and deliver unparalleled value to my clients. 

Education

  • MBA-Rotman School of Management-University of Toronto
  • MBA-Chinese University of Hong Kong

Professionals in the same Accounting / Finance sector as Kevin XU

Professionals from different sectors near Dublin, Dublin City

Other users who are called Kevin

Jobs near Dublin, Dublin City

  • Portfolio Engineer

    3 days ago

    Fidelity Investments Dublin, County Dublin

    Join the Systematic Portfolio Engineering team as a Portfolio Engineer and contribute to developing innovative ways to manage client portfolios at scale.Investment management of client managed account products at scale (monitoring portfolio characteristics & risk exposures, evalu ...

  • Investment Analyst – Investments

    1 week ago

    WTW Dublin

    We are seeking a full-time Investment Analyst to join a collaborative team of colleagues based across Western Europe. · You will contribute to a broad range of projects for large institutional clients, · supporting multiple stages of the investment process, · including defining i ...

  • Senior Associate

    1 week ago

    StepStone Group Dublin

    We are global private markets specialists delivering tailored investment solutions, · advisory services, and impactful, data driven insights to the world's investors. · ...

See jobs in Dublin, Dublin City