Iris is a highly experienced Associate specialising in administrative support for financial advisers. With over a decade of experience, Iris has worked at UBS, IOOF and Morgan Stanley across multiple locations including Melbourne, Sydney, Beijing and London prior to joining LGT Wealth Management.
Iris brings assistance in daily accounts operation, maintenance, and client communication. Her expertise and dedication make her a valuable member in optimising the client experience and ensuring smooth operations within the financial advisory team.
Iris holds a Master's degree in Banking and Finance at Monash University.
