Andy Tsz Hei Chan
Investment Product Expert
Summary
Accomplished financial professional with extensive experience in relationship management and investment advisory roles at leading banks. Expertise in providing financial planning and investment advice to high-net-worth clients. Strong understanding of market trends and customer needs, ensuring products align with business goals and user expectations. Confidence with actual PRC working experience.
Overview
8
8
years of professional experience
10
10
years of post-secondary education
3
3
Languages
Work History
Investment Product Expert
HSBC
11.2022 - Current
- Advised high-net-worth clients on a wide range of investment products and strategies
- Developed and delivered training programs for relationship managers on investment products and market trends
- Analyzed market data to identify investment opportunities and risks
Citigold Relationship Manager
Citi Bank
08.2021 - 11.2022
- Provided financial planning and portfolio management services to high-net-worth clients
- Built and maintained strong client relationships to maximize business value
- Implemented forward-thinking strategies to differentiate the bank from competitors
Retail Banking Relationship Manager
Standard Chartered
08.2019 - 07.2021
- Manage and anticipate client requirements with a focus on managing the existing base as well as increasing wealth product holding per client
- Consistent and frequent communication with clients providing complete, concise portfolio valuations and guidance
Retail Banking Relationship Manager
China Construction Bank
07.2017 - 08.2019
- Understand the problems and challenges of clients and identify ways the business could better address those needs
- Monitor and assess activities of competitors to proactively satisfy and retain our clients
Education
Bachelor of Professional Accounting -
Centennial College
09.2013 - 07.2017
A-Level (GCE) - Mathematic, Statistic, Accounting, Chinese and English
Worthing College
Brighton, U.K 09.2011 - 06.2013
HKCEE completed - undefined
Pui Ching Middle School
09.2005 - 07.2010
Skills
Market research analysis
Product strategy development
Excellent communication
Monitoring and reporting
Personal Information
Date of Birth: 10/12/93
Timeline
Investment Product Expert
HSBC
11.2022 - Current
Citigold Relationship Manager
Citi Bank
08.2021 - 11.2022
Retail Banking Relationship Manager
Standard Chartered
08.2019 - 07.2021
Retail Banking Relationship Manager
China Construction Bank
07.2017 - 08.2019
Bachelor of Professional Accounting -
Centennial College
09.2013 - 07.2017
A-Level (GCE) - Mathematic, Statistic, Accounting, Chinese and English
Worthing College
09.2011 - 06.2013
HKCEE completed - undefined
Pui Ching Middle School
09.2005 - 07.2010
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