发布时间:
2019
-
10
-
21
点击次数:
0
Positions：
Managing Director & Global Partner丨Chairman of Hong Kong Chapter
Company：
Inheliance Asset Management Ltd | CAIA Association
个人简介：
Chairman of CAIA Association Hong Kong Chapter, Managing Director & Global Partner of Inheliance Asset Management Ltd. CEMS Master by Community of European Management Schools, with certification of CMT、 CAIA、CFA and CPWP. Mr. Wang has 20 years of experience in private banking across front office, investments and overall management oversight in Switzerland, Singapore and Hong Kong with Western and Chinese financial institutions. After graduated, he worked for Citibank N.A. Zurich Branch from 1998 to 2000 as relationship Manager of global corporate and investment banking. Then he joined ABN AMRO (Switzerland) AG, Zurich Branch as private banking manager. From 2003 to 2007, he worked as director of LGT Bank in Liechtenstein (Singapore) Ltd, Singapore (internal transfer from Zurich), then he joined Swiss Invest (Singapore) Pte Ltd, Singapore (formerly Swiss Capital Pte Ltd till 2008, subsidiary of a Geneva-based multi-family office) as managing director from 2007 to 2010. Since 2010 he worked for UBS AG, Singapore as director of active portfolio advisory, wealth management. In 2013, he joined Barclays Bank plc, Hong Kong as director and head of active advisory of wealth investment management. Then he worked BSI Bank, Hong Kong from 2015-2017 as deputy managing director and head of investment counselling. In 2017, he joined Julius Baer, Hong Kong as head of investment advisory for China and Taiwan Market and executive director. From 2017 to 2019 he worked as board director, head of wealth management, managing director, responsible officer, manager in charge for overall management oversight in CMBI Securities Ltd (China Merchants Bank International), CMBI Insurance Agency Ltd, CMBI Insurance Brokers Ltd and CMBI Investment Products Ltd.