Daniel Chiang, CFA

Daniel Chiang, CFA

Relationship analyst

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location of Daniel Chiang, CFACity of Johannesburg, Gauteng, South Africa

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  • Timeline

  • About me

    Residential Director

  • Education

    • CFA Institute

      2015 - 2018
      Chartered Financial Analyst (CFA) Charterholder Investment
    • University of the Free State/Universiteit van die Vrystaat

      2010 - 2012
      Bachelor of Commerce (B.Com.), Financial Management

      Activities and Societies: Golden Key Society Member

    • University of the Free State/Universiteit van die Vrystaat

      2013 - 2013
      Bachelor of commerce Honours, Investment Banking and FInancial Economics
    • Grey College

      2005 - 2009
      Matric
  • Experience

    • FNB South Africa

      Jan 2014 - Apr 2016
      Relationship analyst

      Portfolio focus: Mid to High Touch Commercial (10-100 million turnover businesses); Credit focus on a Portfolio of 180 Commercial Client consisting of a combined Assets and Liabilities of 480 million ZAR.Work Scope: Credit focus, Asset Base Finance, Commercial Property Finance, Franchise, Foreign Exchange Contract; Identify opportunities with customers to control risks and improve profitability.

    • RMB Private Bank

      Apr 2016 - Aug 2018
      Private Banking

      Frontline: Establish target markets and prospective clients while maintaining relationship with existing base; effectively monitor and control customer financial risks; comprehensively analyze and evaluate customer’s balance Portfolio focus: Corporate Executives; responsible for 230 Corporate Executive Households; asset management involves 250 million ZAR.Work Scope: Balance Sheet management (Asset and Liabilities), transactional, insurance, credit, share base lending, trust; efficient transfer of wealth to the next generation. Show less

    • Huawei

      Sept 2018 - Mar 2020
      Delivery project CFO

      Finance Controller: Responsible for supporting a 380 million ZAR equivalent project; Organizing and preparation of the project ’s annual comprehensive financial plan and control standards according to the company’s mid- and long-term business objectives; Participating in contract negotiations with customers and also involved in the development of an effective business models for the project’s pre-sale and after- sale delivery; Participating in budgeting processes; Ongoing forecasts, risks controls and promote effective project delivery as well as plan for financial growth.Collection Manager: Responsible for overall management of 7,6 billion ZAR equivalent collection (the largest key account in Huawei Southern Africa); design financing/factoring solutions to improve profitability by reducing Cost of capital and Revenue AR; Predict and monitor cash flow of client; participate in risk assessment and control; maintain good relations with key clients and banks to deliver timeliness collection Show less

    • TITAN Property Group

      Jul 2020 - now
      Residential Director
  • Licenses & Certifications

    • RE5 Exam

    • Chartered Financial Analyst (CFA) Charterholder

      CFA Institute
      Sept 2018
      View certificate certificate
  • Honors & Awards

    • Awarded to Daniel Chiang, CFA
      Huawei Future Star - Nov 2019 Winner of Huawei’s “Future Star” award. Award nominated through employee vote
    • Awarded to Daniel Chiang, CFA
      Huawei Future Star - Nov 2018 Winner of Huawei’s “Future Star” award. Award nominated through employee vote
    • Awarded to Daniel Chiang, CFA
      Portfolio with Highest Profit Growth - Jun 2017 Winner of RMB Wealth Portfolio with the Highest Profit growth for the year
    • Awarded to Daniel Chiang, CFA
      Golden Key International Honour Society -