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 @
- 2022 -now Wealth Management EAM Relationship Manager @
- 2020 -2021 Wealth Management Private Equity Investment Specialist @
- 2019 -2020 Business Development Director @
- 2016 -2019 Private Banking Relationship Manager @
- 2013 -2016 Private Banking Business Development Manager @
- 2010 -2013 Management Trainee @
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
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.
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