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Dr. Vincent Chan, DBA,MAHS,CFPCM,MHKIH,CIWFM,CGBA,CMA(Aust),MiProA

Dr. Vincent Chan, DBA,MAHS,CFPCM,MHKIH,CIWFM,CGBA,CMA(Aust),MiProA

Wealth Management Consultant

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location of Dr. Vincent Chan, DBA,MAHS,CFPCM,MHKIH,CIWFM,CGBA,CMA(Aust),MiProAHong Kong, Hong Kong SAR

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  • Timeline

  • About me

    Founder of Wine Cellar International Limited

  • Education

    • Hong Kong Management Association

      2013 - 2013
      Advanced Certificate in Estate Management

    • Informatics College

      2000 - 2001
      Diploma of E-Commerce

    • City University of Hong Kong

      2014 - 2016
      Master’s Degree Housing Management

    • UCAM Universidad Católica San Antonio de Murcia.

      2020 - 2023
      Doctor's Degree Business Administration

    • Victoria University

      2001 - 2005
      Bachelor’s Degree Business (Computer Systems Management)

    • The Hong Kong Polytechnic University

      2005 - 2006

      CFP Certification Education CoursesCFP Module 1: Foundation of Financial PlanningCFP Module 2: InsuranceCFP Module 3: InvestmentCFP Module 4: Taxation and Tax PlanningCFP Module 5: Employee Benefits and Estate PlanningCFP Module 6: Advanced Financial Planning

  • Experience

    • AXA Wealth

      Jun 2009 - Jun 2010
      Wealth Management Consultant

      - Maintained and developed relationship with customers- Provided professional advice on insurance and mortgage products

    • Bank of China

      Jul 2010 - Dec 2010
      Financial Planning Manager

      - Provided professional advice focus on insurance and mortgages products

    • HSBC

      Jan 2011 - Jun 2011
      Wealth Management Manager

      - Maintained and developed relationship with customers- Provided professional advice on investment, insurance and mortgages products- Assisted the branch manager to utilize the branch operations

    • Wine Business

      Jun 2011 - Apr 2013
      Founder and Owner

      - Form and design the company structure, of wine and wine related electronic devices trading- Manage the E-commerce business and outsourced job functions- Develop sales and marketing strategies and channels- Cooperate with external accountants and auditors

    • 第一太平戴維斯

      May 2013 - Aug 2014
      Assistant Customer Service Officer

    • Synergis Management Services Limited

      Feb 2015 - Jul 2015
      Facility Officer (Seconded to English School Foundation)

      - Second in-charge of client, English School Foundation portfolio- Administration and operations of over 200 leasing residential units

    • Hong Yip Service Company Limited

      Nov 2015 - Aug 2016
      Administrative Officer

      - In-charge of a Commerical Building - East Town Building

    • 第一太平戴維斯（香港）有限公司

      Sept 2017 - May 2018
      Assistant Centre Manager (Dairy Farm Portfolio)

    • Wine Cellar International Limited

      Jun 2018 - now
      Founder

    • 仲量聯行

      Nov 2018 - Feb 2019
      Assistant Facilities Manager (HSBC)

    • Urban Group

      May 2019 - Oct 2019
      Assistant Facilities Manager（Cyberport)

    • Easy Living Consultant Limited

      Nov 2019 - Jun 2020
      Property Manager

      - In-charge of Walton Estate

    • Cogent Property Services Limited

      Jul 2020 - Nov 2020
      Property Manager

      - Portfolio Management

    • Funing Property Management Limited

      Mar 2021 - May 2021
      Property Manager（Contract)

    • Winson Property Management Limited

      Aug 2021 - Nov 2021
      Senior Property Manager

    • 中山酒柜网网络科技有限公司

      Sept 2021 - now
      法人

    • Savills Guardian Group

      Dec 2021 - Feb 2022
      Property Manager

    • Tai Cheung Holdings

      Mar 2022 - Mar 2023
      Property Manager

    • 深圳市酒梦文化传播有限公司

      Dec 2022 - now
      法人

    • 江門市酒夢人工智能有限公司

      Aug 2023 - now
      法人

  • Licenses & Certifications

    • PMP Tier 1 Licence

      Property Management Services Authority
      Sept 2020

    • Full Member, MISCM

      Institute of Shopping Centre Management
      Jul 2020

    • Certified Management Accountant (Aust)

      Jul 2016

    • Sustainability Strategies

      LinkedIn
      Aug 2021
      View certificate certificate

    • MHKIH

      The Hong Kong Institute of Housing
      Apr 2021

    • Full Member, MiProA

      Internet Professional Association
      Nov 2019

    • Certified Global Business Analyst

      CMA Australia (Hong Kong Branch) 澳洲管理會計師公會
      Aug 2023

    • Chartered Member, CIWFM

      Institute of Workplace and Facilities Management
      Aug 2020

    • Introduction to Commercial Real Estate Analysis

      LinkedIn
      Mar 2021
      View certificate certificate

    • Alumni Member

      團結香港基金 Our Hong Kong Foundation
      May 2018

    • MHKSIA

      Hong Kong Software Industry Association 香港軟件行業協會
      Jan 2022
      View certificate certificate

    • Introduction to BIM 360: Next Gen

      LinkedIn
      Mar 2021
      View certificate certificate

    • Certified Financial Planner, CFPCM

      IFPHK
      Jul 2009

    • CMgr MCMI

      Chartered Management Institute
      Jun 2020

    • Chatrered Member, CIHCM

      Chartered Institute of Housing
      Mar 2017