Cybella Chan

Cybella Chan

Senior Manager (Head of VIP Banking & Investment Services)

Followers of Cybella Chan725 followers
location of Cybella ChanHong Kong SAR

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  • Timeline

  • About me

    Fintech | InsurTech | Wealth Tech | Business Strategy & Development | Partnership | Digital Distribution

  • Education

    • Upper Iowa University

      -
      MBA Financial Management
    • The Chinese University of Hong Kong

      -
      BBA Marketing
  • Experience

    • Dah Sing Bank

      May 2003 - May 2011
      Senior Manager (Head of VIP Banking & Investment Services)

      Product development and marketing of wealth management business, with key focus on the affluent segment

    • 恆生銀行

      Jan 2011 - Jan 2012
      Vice President (Wealth Management Customer Development)

      Business development for Mainland Chinese customer acquisition

    • AMTD Financial Planning Limited

      Mar 2012 - Jan 2015
      AVP, Marketing (Team Head)

      Product marketing focus on insurance products. Manage product approval process and business development with service providers to support direct and wealth management channels

    • 蘇黎世保險

      Oct 2015 - Sept 2018
      Senior Manager, Partnership & Affinity (Team Lead)

      Business development and relationship management of partnership and affinity channels for growing general insurance business to direct customers

    • China Taiping Life Insurance (HK) Co Ltd

      Sept 2018 - Oct 2020
      Senior Manager, Direct Marketing

      Direct marketing of life insurance business through B2B partnership and channel collaboration

    • Blue Insurance Hong Kong

      Oct 2020 - May 2022
      AVP, Business Strategy & Development

      Partnership development for accelerating business growth

    • YF Life Insurance International Limited

      Jun 2021 - Jun 2022
      Senior Manager ( Partnership Lead)

      Develop digital channel and partnership ecosystem to drive traffic, potential customers for brand marketing and business conversion

    • Cyberport Hong Kong

      Jul 2022 - now
      Senior Manager- Fintech

      Supporting Cyberport fintech community in scaling up the business opportunities in HK and overseas for startups and engaging with the ecosystem partners to support their growth.

  • Licenses & Certifications

    • Certified Financial Planner

      IFPHK 香港財務策劃師學會