To Yip Sze

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Global Wealth Management Specialist at UBS|New Territories, Hong Kong

Position:

Global Wealth Management Specialist at UBS

Location:

New Territories, Hong Kong

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Last updated: 2026-04-15
Updated: 2026-04-15

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Work Experience 5 years

Global Wealth Management Specialist at UBS

Oct 2025 - Current

Wealth - Retirement consulting, Pension Fund & Investment consulting at Mercer

Jun 2025 - Sep 2025

Financial Analyst & Controller - Financial Reporting, FP&A at Manulife

Jun 2024 - Aug 2024

Financial & Wealth Planning Advisor at Manulife

Sep 2021 - May 2024

Financial Service Tax and Business advisory at PwC

Jun 2023 - Sep 2023

ESG Assurance Researcher at Hong Kong Institute of Certified Public Accountants (HKICPA)

May 2023 - Jul 2023

Admin & Account Intern at Cheetah Investment Management Limited

Jul 2022 - Jan 2023

To Yip Sze started working in 2021, then the employee has changed 5 companies and 6 jobs. On average, To Yip Sze works for one company for 8 months.

Education

Bachelor of Business Administration - BBA at City University of Hong Kong

Frequently Asked Questions

What is To Yip Sze's minimum period of employment in the companies?

To Yip Sze's minimum period of employment in various companies is 2 months.

What is To Yip Sze's average duration of employment for different companies?

On average, To Yip Sze works for one company for 8 months

What industries has To Yip Sze worked in?

To Yip Sze works in the Financial Services. Previously, To Yip Sze worked in the Information Technology and Services, and Insurance, and Accounting.

What positions has To Yip Sze held before?

Previously, To Yip Sze worked as a Wealth - Retirement consulting, Pension Fund & Investment consulting, and Financial Analyst & Controller - Financial Reporting, FP&A, and Financial & Wealth Planning Advisor, and Financial Service Tax and Business advisory, and ESG Assurance Researcher.

How do I contact To Yip Sze?

To Yip Sze's phone number is +852-***-***-4928. Sign up to get contact details.

Who is the CEO of the UBS?

The CEO of the UBS is Ralph Hamers

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