Ka Ki Chan

Ka Ki Chan

Senior Wealth Management Manager

Followers of Ka Ki Chan4 followers
location of Ka Ki ChanHong Kong SAR

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  • Timeline

  • About me

    Senior Investment Strategy Manager

  • Education

    • Edinburgh Napier University

      2014 - 2017
      Master of Science - MS International Banking and Finance
    • Edinburgh Napier University

      2009 - 2011
      Bachelor of Arts (Financial Services)
  • Experience

    • 永亨銀行

      Dec 2013 - Jan 2019
      Senior Wealth Management Manager
    • 創興銀行有限公司

      Jan 2019 - Aug 2022
      AVP, Wealth Specialist
    • Fubon Financial Holding Co., Ltd. 富邦金控

      Aug 2022 - now
      Senior Investment Strategy Manager
  • Licenses & Certifications

    • CFP

      IFPHK 香港財務策劃師學會
      Nov 2007
    • CFMP

      The Hong Kong Institute of Bankers
      Oct 2007
    • CRWP

      The Hong Kong Institute of Bankers
      Mar 2019
  • Honors & Awards

    • Awarded to Ka Ki Chan
      Bronze Award HKIB Mar 2014 8th HKIB Outstanding Financial Management Planner Awards