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Jeffrey Chan Location
Hong Kong
Jeffrey Chan Work
2024 -now Director of Client Development - Global Family and Private Investment Offices @
2020 -2024 Vice President @
2020 -2020 Vice President - APAC Sales @
2018 -2020 Sales Director @
2014 -2018 Associate Director - Institutional Sales @
2012 -2014 Assistant Director - Credit Product Specialist @
2010 -2012 Client Relationship Manager @
2009 -2010 Sales Executive @
2007 -2009 Sales Executive @
Jeffrey Chan Education
UNSW Australia
(Economics, Finance)
Jeffrey Chan Skills
Risk Management
Portfolio Management
Business Strategy
Investments
Product Development
Equities
Marketing
Credit Research
Client Relationship Building
Financial Risk
Financial Markets
Client Retention
Microsoft Excel
Hedge Funds
Client Services
Credit Analysis
Electronic Trading
CRM
Asset Management
Derivatives
Credit
Finance
Fixed Income
Credit Risk
Sales
Back Office
Banking
Client Development
Relationship Management
Financial Services
Business Development
Key Account Management
Analytics
Capital Markets
Order Management
Customer Relationship Management Crm
Business Relationship Management
Account Management
Customer Relationship Management
Jeffrey Chan Summary
Jeffrey Chan, based in Hong Kong, is currently a Director of Client Development - Global Family and Private Investment Offices at Northern Trust. Jeffrey Chan brings experience from previous roles at J.P. Morgan, Enfusion, Broadridge and Eze Software Group. Jeffrey Chan holds a UNSW Australia. With a robust skill set that includes Risk Management, Portfolio Management, Business Strategy, Investments, Product Development and more. Jeffrey Chan has 1 emails and 2 mobile phone numbers on RocketReach.
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