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 Columbia01.2003
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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