Joyce WANG

Joyce WANG

Investment Banking Specialist

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location of Joyce WANGXuhui District, Shanghai, China

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  • Timeline

  • About me

    Managing Director

  • Education

    • 北京大学

      -
      Economics
  • Experience

    • CLSA

      Nov 2003 - Sept 2007
      Investment Banking Specialist

      Mainly provide business support to IPO/M&A projects, including data search, pitch book preparation etc.Responsible for Investment Banking office management and secretarial support

    • Morgan Stanley

      Sept 2007 - Nov 2012
      Investment Banking-OM

      Responsible for Investment Banking office management; Work as contact window for the global office;Support China Coverage and TMT Industry team to expand China businessProvide local listed or unlisted company's relationship maintenance and event coordination

    • Citi-Orient Securities Company Ltd.

      Nov 2012 - May 2016
      IBK-Senior Executives Office

      Support senior management and stakeholders to develop corporate strategyBuild up company management procedures of corporate communicationsResponsible for public relationship and internal communicationIn charge of the performance of CSR

    • Morgan Stanley

      Jan 2017 - Dec 2017
      Institutional Equity Division-Corporate Access

      Build domestic and international corporate relationship with senior management and IR of companies, private companies, experts, regulatorsIntegral to the corporate access products including but not limited to collect industries research info, organize international investors forum, build and maintain corporate relationship

    • CITIC-Prudential Insurance Company Ltd.

      Jan 2018 - Jun 2023
      Senior Financial Advisor

      Provide professional financial risk control and wealth management solution for HNWI and VHNWI include but not limited investment or financing service for individuals or corporates

    • JinHeng Family Office

      Jul 2022 - now
      Managing Director ( Co-Founder)

      Providing investment and financing services for listed and unlisted companies Provide private wealth management services for HNWI and VHNWI

  • Licenses & Certifications

    • 保险从业资格

      银保监会
      Jan 2018
    • 证券从业资格

      中国证券业协会
      May 2013