Edison Wan, CFA
Director, Distribution Business, China & Hong Kong SAR @ Amundi
About
A trusted and self-motivated team player with over five years of experience in the finance industry / Possessing solid industry knowledge and passed all three levels of CFA exams in the first attempt / Strong interpersonal skills with results-driven focus / An out-of-the-box thinker with proven ability of problem-solving
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Hong Kong SAR
Investment Management
Customer Service, Corporate Finance, Statistical Data Analysis, Banking, Anti Money Laundering, Portfolio Management, Microsoft Office, Microsoft Excel, Business English, Management, Financial Analysis, Bloomberg Terminal, Morningstar, Due Diligence, Business Development, Market Analysis, Roadshows
Experience
Director, Distribution Business, China & Hong Kong SAR
Amundi
Director, Wholesale Client Coverage
UBS
Hong Kong SAR
Associate Director, Wholesale Client Coverage
UBS
Hong Kong SAR
Assistant Vice President, Business Development
BEA Union Investment 東亞聯豐
Assistant Manager, Business Development
BEA Union Investment 東亞聯豐
Hong Kong
Assistant Relationship Manager, Corporate Lending & Syndication
The Bank of East Asia (BEA)
Education
The Chinese University of Hong Kong
Finance
Edison Wan, CFA's Contact Information
Phone
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