Jojo Chan Email & Phone Number
Head of Infrastructure
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Jojo Chan Location
- Hong Kong
Jojo Chan Work
- 2017 -now Head of Infrastructure @ Winland Wealth Management Ltd
- 2016 -2016 Director @ UBP - Union Bancaire Privée
- 2013 -2016 Director, Team Head of Greater China, Business Development and Managment @
- 2011 -2012 VP Strategic Planning @
- 2010 -2011 Project Manager, Premium Banking @
- 2010 -2010 Head of Affluent Domestic @
- 2009 -2010 VP, Head of Royal Preferred Banking Domestic of Retail and Commercial Market, Asia @
- 2008 -2008 VP, Head of VGPB Premium and Client Interactive Management @
- 2007 -2007 VP, Head of Client Engagement and Business Initiatives @
- 2004 -2006 VP, Van Gogh Banking Center Head @
- 1995 -2003 Branch Manager and Private Client Consultant @
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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