Cal Chan Email
Assistant Vice President @ Citi
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Cal Chan Location
- Hong Kong
Cal Chan Work
- Assistant Vice President @ (July 2020 - Present)
- Premier Relationship Manager @ (December 2014 - July 2020)
- Relationship Manager @ (May 2013 - October 2014)
- Wealth Management Advisor @ (October 2011 - April 2013)
- Relationship Support Officer - Commericial Banking @ (April 2011 - October 2011)
Cal Chan Education
- Simon Fraser University
Bachelor of Arts (B.A.) (Economics)
2008-2009
Cal Chan Skills
- Wealth Management
- Retirement Planning
- Investment Advisory
- Portfolio Management
- Asset Management
- Equities
- Insurance
- Risk Management
- Banking
- Microsoft Excel
- Investment Management
- Investments
- Investment Strategies
- Mutual Funds
- Private Banking
- Customer Service
- Microsoft Office
- PowerPoint
- Microsoft Word
- Relationship Management
- Retail Banking
- Sales
- Investment Banking
- Financial Analysis
- Fixed Income
- Financial Planning
- Middle Office
- Front to Back Office
- Back Office
- Operation
- Hedge Funds
- Credit
Cal Chan Summary
- Cal Chan, based in Hong Kong, is currently a Assistant Vice President at Citi. Cal Chan brings experience from previous roles at HSBC Retail Banking and Wealth Management, ANZ, Convoy Financial Group and Hang Seng Bank. Cal Chan holds a 2008 - 2009 Bachelor of Arts (B.A.) in Economics @ Simon Fraser University. With a robust skill set that includes Wealth Management, Retirement Planning, Investment Advisory, Portfolio Management, Asset Management and more. Cal Chan has 2 emails on RocketReach.
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