Summary
Overview
Work History
Education
Skills
Certification
Languages
References
Timeline
Generic

Jenny Kan

Flat A, 5/F, Tower 1A, Grand Austin, 9 Austin Road West, Kowloon, Hong Kong

Summary

Highly motivated and results-driven professional seeking for a challenging position in to utilize my client relationship skills, extensive financial expertise and experience.

Overview

21
21
years of professional experience
1
1
Certification

Work History

Client Advisor, Thailand Team

UBS AG
05.2014 - Current
  • Develop and manage a portfolio of high-net-worth clients, providing comprehensive financial advisory services
  • Conduct in-depth financial analysis and risk assessments to identify investment opportunities and formulate customized wealth management strategies
  • Collaborate with cross-functional teams, such as credit and wealth planning professionals, to deliver tailored solutions that aligned with clients' financial goals
  • Maintain strong client relationships through regular communication, portfolio reviews and proactive investment recommendations
  • Focus on consistent revenue growth by identifying opportunities across different asset classes.

Investment Specialist, Special Client Group

JPMorgan Private Bank
01.2008 - 05.2014
  • Partnered with Bankers in managing client portfolios and executing investment transactions
  • Conducted market research and analysis to identify potential investment opportunities and trends
  • Prepared client presentations and investment proposals based on thorough financial analysis and risk assessments
  • Responded to client inquiries and provided exceptional customer service to ensure client satisfaction.

Portfolio Assistant

Franklin Templeton Investments Asia Limited
07.2004 - 01.2008
  • Supported portfolio managers in executing their investment strategies
  • Responsible for monitoring compliance with regulatory requirements and internal policies
  • Assisted with trade execution activities, including placing trade orders and ensuring timely and accurate execution of investment transactions
  • Assisted Portfolios managers in conducting research and analysis, maintaining research databases and investment models.

Administrative Assistant

ING Financial Planning Limited
07.2003 - 07.2004
  • Supported senior relationship managers such as preparing client reports and assisting in client presentations
  • Utilized various financial software and tools to support portfolio activities.

Education

Bachelor of Commerce and International Business -

University of British Columbia
Vancouver, British Columbia
01.2003

Skills

  • Client interaction
  • Cross-selling techniques
  • Client Retention Strategies
  • Consultative Selling

Certification

Chartered Financial Analyst (CFA)

Languages

English
Proficient
C2
Cantonese
Proficient
C2
Conversational Mandarin
Advanced
C1

References

Available upon request

Timeline

Client Advisor, Thailand Team

UBS AG
05.2014 - Current

Investment Specialist, Special Client Group

JPMorgan Private Bank
01.2008 - 05.2014

Portfolio Assistant

Franklin Templeton Investments Asia Limited
07.2004 - 01.2008

Administrative Assistant

ING Financial Planning Limited
07.2003 - 07.2004

Bachelor of Commerce and International Business -

University of British Columbia

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Jenny Kan