Jason White Email & Phone Number
Private Wealth Manager @ NEBA Private Clients
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Jason White Work
- 2026 -now Private Wealth Manager @
- 2015 -2025 Partner @
- 2012 -2015 Senior Financial Adviser @ Financial Partners Limited
- 2012 -2012 Financial Adviser @
- 2010 -2012 Financial Adviser @ Innovation Finance & Mortgages Solutions
- 2008 -2010 Risk Assessment Consultant @ Personal Touch Finacial Services Limited
- 2007 -2008 Sales Quality Reviewer @ Personal Touch Finacial Services Limited
- 1988 -2004 Professional Footballer @ Professional Footballer
Jason White Education
- Edinburgh Napier University
BA Hons (BA Hons, Financial Services)
2016-2020 - IFS School Of Finance
Insurance Intermediaries Qualifying Examination (Diploma in Financial Advice)
2011 - Hong Kong Mandatory Provident Fund Authority
Diploma in Financial Advice (MPF Intermediaries Examination)
2011 - Washwood Heath 1983-1988
- Hong Kong Securities Institute
Securities and Futures Commission (Securities and Futures Commission)
- Hong Kong Confederation of Insurance Brokers
MPF Intermediaries Examination (Insurance Intermediaries Qualifying Examination)
Jason White Skills
- Investments
- Financial Advisory
- Pensions
- Strategic Financial Planning
- Insurance
- Financial Services
- Income Protection
- Financial Planning
- Protection
- Alternative Investments
- Wealth Management
- Life Insurance
- Private Banking
- Retirement Planning
- Fibre Channel
- Mortgage Lending
- Holistic Financial Planning
- Leadership
- Microsoft Office
- Risk Management
- Financial Analysis
- Management
- Research
Jason White Summary
- Jason White, is currently a Private Wealth Manager at NEBA Private Clients. Jason White brings experience from previous roles at St. James's Place Wealth Management Group, Financial Partners Limited, The Henley Group Ltd and Innovation Finance & Mortgages Solutions. Jason White holds a 2016 - 2020 BA Hons in BA Hons, Financial Services @ Edinburgh Napier University. With a robust skill set that includes Investments, Financial Advisory, Pensions, Strategic Financial Planning, Insurance and more. Jason White has 1 emails and 1 mobile phone numbers on RocketReach.
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