Bei Zhou Trainer

Bei has an MBA from Bridgeport University Graduate School of Business and a BA in Sociology from Shenzhen University.


She started her career at UBS Investment Bank (USA) in various banking functions including operations, middle office and the FX trading desk. A few years later, she transferred to Hong Kong where she established her wealth management career. Bei has worked for Lighthorse Asset Management, UBS Wealth Management and DB Wealth Management.


She was General Manager of the Hong Kong office of Sandler Training. With extensive frontline trading and sales experience in banking, she brings first hand real-life business and sales experience to the training room. She has conducted numerous training and development programs on achieving excellence at work.


Based in Hong Kong, Bei is skilled at communicating complicated investment ideas in easy-to-understand concepts that support her clients to be fully engaged, inspired, and fulfilled in achieving their desired results.

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