Daisy Wan Email & Phone Number
Wealth Management EAM Relationship Manager @ 国泰君安证券股份有限公司
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Daisy Wan Location
- Hong Kong
Daisy Wan Work
- Client Advisor - Global Financial Intermediaries @ (September 2022 - Present)
- Wealth Management EAM Relationship Manager @ (January 2022 - Present)
- Wealth Management Relationship Manager @ (January 2022 - Present)
- Wealth Management Private Equity Investment Specialist @ (October 2020 - December 2021)
- Business Development Director @ (July 2019 - September 2020)
- Private Banking Relationship Manager @ (April 2016 - July 2019)
- Private Banking Business Development Manager @ (October 2013 - April 2016)
- Management Trainee @ (July 2010 - July 2013)
Daisy Wan Education
- King's College London
Applied Neuroscience MSc
2022-2024 - The Chinese University of Hong Kong
Bachelor of Business Administration (B.B.A.)
Daisy Wan Skills
- Investment Advisory
- Mandarin
- English
- Shanghainese
- Relationship Management
- Portfolio Management
Daisy Wan Summary
- Daisy Wan, based in Hong Kong, is currently a Wealth Management EAM Relationship Manager at Guotai Junan Securities Co., Ltd. Daisy Wan brings experience from previous roles at UBS, Guotai Junan Securities Co., Ltd and AngelHub. Daisy Wan holds a 2022 - 2024 Applied Neuroscience MSc @ King's College London. With a robust skill set that includes Investment Advisory, Mandarin, English, Shanghainese, Relationship Management and more. Daisy Wan has 3 emails and 1 mobile phone numbers on RocketReach.
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