Jojo Chan Email & Phone Number
Head of Infrastructure
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Jojo Chan Location
- Hong Kong
Jojo Chan Work
- Head of Infrastructure @ Winland Wealth Management Ltd (January 2017 - Present)
- Director @ UBP - Union Bancaire Privée (April 2016 - December 2016)
- Director, Team Head of Greater China, Business Development and Managment @ (October 2013 - April 2016)
- VP Strategic Planning @ (January 2011 - January 2012)
- Project Manager, Premium Banking @ (September 2010 - March 2011)
- Head of Affluent Domestic @ (March 2010 - July 2010)
- VP, Head of Royal Preferred Banking Domestic of Retail and Commercial Market, Asia @ (January 2009 - March 2010)
- VP, Head of VGPB Premium and Client Interactive Management @ (January 2008 - December 2008)
- VP, Head of Client Engagement and Business Initiatives @ (January 2007 - December 2007)
- VP, Van Gogh Banking Center Head @ (June 2004 - December 2006)
- Branch Manager and Private Client Consultant @ (June 1995 - November 2003)
Jojo Chan Education
- San Francisco State University
- San Francisco State University, Lam Family College of Business
Jojo Chan Skills
- Six Sigma Green Belt
- Certified Financial Planner
- Retail Banking
- Private Banking
- Branch Banking
- Finance
- Equity Trading
- Mutual Funds
- Derivatives
- Options
- Wealth Management
- Portfolio Management
- Fixed Income
- Insurance
- Structure Product
- Business Development
- Business Management
- Business Planning
- Leadership
- Financial Analysis
- Sales
- Strategy
- Banking
- Greater China
Jojo Chan Summary
- Jojo Chan, based in Hong Kong, is currently a Head of Infrastructure at Winland Wealth Management Ltd. Jojo Chan brings experience from previous roles at UBP - Union Bancaire Privée, Coutts & Co Ltd, DBS Bank and Standard Chartered Bank. Jojo Chan holds a San Francisco State University. With a robust skill set that includes Six Sigma Green Belt, Certified Financial Planner, Retail Banking, Private Banking, Branch Banking and more.
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