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

2022 - now Client Advisor - Global Financial Intermediaries @ UBS Group AG
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2022 - now Wealth Management EAM Relationship Manager @ 国泰君安证券股份有限公司
2020 - 2021 Wealth Management Private Equity Investment Specialist @ 国泰君安证券股份有限公司

2019 - 2020 Business Development Director @ AngelHub
2016 - 2019 Private Banking Relationship Manager @ BOCI
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2013 - 2016 Private Banking Business Development Manager @ BOCI
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2010 - 2013 Management Trainee @ Hang Seng Bank

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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.)
2007 - 2010

Daisy Wan Skills

Investment Advisory
Mandarin
English

Shanghainese
Relationship Management
Portfolio Management

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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, AngelHub and BOCI. 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.

Daisy Wan Emails

Found 3 emails

Daisy Wan Phone Numbers

Found 2 phone numbers

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Others Named Daisy Wan

Daisy Wan

Wealth Management EAM Relationship Manager at Guotai Junan Securities Co., Ltd

Hong Kong
3
- gmail.com
- ubs.com
- ubs.ch
2
- 202360XXXX
- 2971XXXX
Daisy Wan

Executive Assistant at Wellington Management

London, GB
1
- wellington.com
Daisy Wan

People Service Manager at Agoda

Bangkok, TH
2
- gmail.com
- agoda.com
1
- 212968XXXX
Daisy Wan

Sales Manager at Sanxin Medtec

Nanchang, CN
1
- sanxin-med.com
Daisy Wan

Project Manager at Onstate

Leeds, GB
2
- gmail.com
- onstate.co.uk
1
- 44113386XXXX
Daisy Wan

Mobile Medical Unit Volunteer at Claris Health

New York, NY, US
4
- hemosure.com
- whpm.com
- gmail.com
- yahoo.com
4
- 626297XXXX
- 626688XXXX
- 920321XXXX
- 424204XXXX
Daisy Wan

Co-Founder and Chief Financial Officer at Oak Real Estate Investment

United States
1
- oakreinvestment.com

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Alan Wang

Deputy GM of Wealth Management and FoF CIO at 国泰君安证券股份有限公司

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Chen Peng

Executive Director at 国泰君安证券股份有限公司

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Daisy Wan

Wealth Management EAM Relationship Manager at 国泰君安证券股份有限公司

Hong Kong
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- gmail.com
- ubs.com
- ubs.ch
2
- 202360XXXX
- 2971XXXX

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