Relationship Manager
Jessie is a Relationship Manager within the Private Wealth division at Lipman Burgon, supporting high-net-worth clients with tailored wealth solutions.
She brings a diverse background across financial services, banking operations and corporate risk management. Prior to joining Lipman Burgon, Jessie served as a Payment Investigation Officer at ANZ in China and as a Senior Associate at Amazon, where she monitored a portfolio of vendor accounts and managed relationships across global markets, delivering tailored solutions aligned to each partner’s specific requirements.
Bilingual in English and Mandarin, Jessie plays a key role in bridging cultural and financial needs for the firm’s Mandarin-speaking clients.
Jessie holds a Bachelor of Business and a Master of Finance from the University of Technology Sydney, and is currently studying a Graduate Diploma of Financial Planning at Kaplan Professional.