Damian Zhang
Paraplanner
London
What attracted you to a career in wealth management?
With over 15 years in financial services, I navigated my journey from paraplanning to my current role at Quilter Cheviot Financial Planning. My qualifications reflect my commitment to excellence. Previous roles, such as at Lubbock Fine Wealth Management, honed my skills in client-centric financial planning.
How do you look after clients?
As a Paraplanner for various firms, I've spent years providing in-depth knowledge and tailored solutions. At Quilter Cheviot Financial Planning, my role involves shaping relationships between Quilter Cheviot Financial Planning and firms in the west region. This position allows me to leverage my experience to empower clients in achieving their financial goals.
What are your interests outside of work?
I also channel my passion for fitness as a certified personal trainer. Professionally, my previous involvement with The Chartered Institute for Securities & Investment (CISI) as a committee member of the paraplanner interest group and workbook proofreader/reviewer showcases my commitment to growth and industry engagement.