Hanshen Wang
Summary
As an Analyst in Private Banking, I focus on relationship management and financial advisory for high-net-worth individuals. I assist in client retention, investment strategy support, and compliance oversight, ensuring seamless financial solutions. I help monitor portfolios, prepare financial reports, and coordinate investment opportunities while ensuring regulatory compliance. Additionally, I provide market insights and assist in onboarding new clients, supporting senior bankers in delivering a high-touch client experience.
Overview
6
6
years of professional experience
Work History
President Assistant
Asia Society Policy Institute
11.2018 - 07.2019
- Executive Scheduling – Managed the president’s calendar, ensuring efficient time allocation for meetings and events.
- Briefing Preparation – Compiled research, reports, and talking points for high-level engagements.
- Policy Research – Conducted research on policy issues to support decision-making.
- Stakeholder Liaison – Coordinated communications with government officials, business leaders, and donors.
President Assitant
Landcapital Holding (HK) Limited
06.2021 - 03.2022
- Administrative Support – Handled emails, meeting coordination, and document organization for the president.
- Research Assistance – Conducted research on market trends, real estate projects, and tech startups.
- Event & Travel Coordination – Helped plan logistics for business trips, conferences, and networking events.
Analyst
GF Securities (Hong Kong) Brokerage Limited
09.2024 - Current
- Client Relationship Management – Assisted in maintaining and strengthening relationships with high-net-worth individuals by providing personalized financial solutions.
- Wealth Advisory Support – Supported senior bankers in developing tailored investment strategies and financial planning for clients.
- Portfolio Monitoring – Helped track client portfolios, ensuring alignment with their risk tolerance, financial goals, and market conditions.
- Event & Meeting Preparation – Assisted in preparing presentations, reports, and materials for client meetings and networking events.
- Market Insights & Research – Provided clients with relevant financial updates and investment insights to support their decision-making.
Education
Bachelor of Arts - History of Empire And Colonialism
University of Washington
Seattle08-2024
Skills
- Research analysis
- Policy writing
- Data interpretation
- Client engagement
SFC Licensee
Licensed in Regulated Activities 1, 7 & 8
Timeline
Analyst
GF Securities (Hong Kong) Brokerage Limited
09.2024 - Current
President Assitant
Landcapital Holding (HK) Limited
06.2021 - 03.2022
President Assistant
Asia Society Policy Institute
11.2018 - 07.2019
Bachelor of Arts - History of Empire And Colonialism
University of Washington
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