AeroLeads people directory · profile
Ivan So Email & Phone Number
Financial Planner
at
Sun Life
1 work email found
@chinachemgroup.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Who is Ivan So? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Ivan So is listed as Financial Planner at Sun Life, based in Hong Kong SAR, Hong Kong, Hong Kong. AeroLeads shows a work email signal at chinachemgroup.com and a matched LinkedIn profile for Ivan So.
Ivan So previously worked as Loan Administration Officer at Chinachem Group and Officer (www.bestlend.com) at Haitong International Securities Group Limited. Ivan So holds Bachelor'S Degree, Business Administration And Management, General from Heriot-Watt University.
Company email context
Email format at Sun Life
This section adds company-level context without repeating Ivan So's masked contact details.
{first}{last}@chinachemgroup.com
86% confidence
AeroLeads found 1 current-domain work email signal for Ivan So. Compare company email patterns before reaching out.
Profile bio
About Ivan So
Ivan So is a Financial Planner at Sun Life. He possess expertise in leadership, management, banking, microsoft excel, retail banking and 3 more skills.
Listed skills include Leadership, Management, Banking, Microsoft Excel, and 4 others.
Current workplace
Ivan So's current company
Company context helps verify the profile and gives searchers a useful next step.
8 roles
Ivan So work experience
A career timeline built from the work history available for this profile.
Financial Planner
Current
May 2019 - Present
Loan Administration Officer
- Checking loan documents, - Monitoring loan repayments, - Following up overdue accounts, - Liaising with borrowers and solicitor firms.
Aug 2018 - Jul 2022
Officer (Www.Bestlend.Com)
- Handle customer loan enquiries and application- Perform online loan processing and credit checking with Transunion- Follow up loan application and verification in a professional manner
Jan 2015 - Jun 2018
Settlement Officer / Loans Officer
Jti Securities Ltd / Jti Finance Ltd
- Perform settlement functions including trade matching, customers fund deposit and withdrawal, SI, corporate actions, IPO and placement and other CCASS operations- Perform client account opening and master update- Handle customer loan enquiries and application- Perform loan processing and credit checking- Follow up loan application and verification in a.
Feb 2012 - Jan 2015
Clerk (Mortgage Loan)
- Complete mortgage loan process- Arrange loan draw down- Process loan discharge for the client after fully repayment- Liaise with solicitor for loan drawdown and discharge- Prepare monthly report to the management
Mar 2007 - Feb 2012
Fieldwork Supervisor
- Organize fieldwork operation for new project- Supervise fieldwork operation- Quality checking of finished questionnaire- Communicate with interviewers and internal customer
Jan 2004 - Jul 2006
Clerk
- Handle customer enquiries and loans application in a professional and compliance manner- Assist to 2nd Mortgage loan application
May 2000 - Sep 2003
1 education record
Ivan So education
FAQ
Frequently asked questions about Ivan So
Quick answers generated from the profile data available on this page.
What company does Ivan So work for?
Ivan So works for Sun Life.
What is Ivan So's role at Sun Life?
Ivan So is listed as Financial Planner at Sun Life.
What is Ivan So's email address?
AeroLeads has found 1 work email signal at @chinachemgroup.com for Ivan So at Sun Life.
Where is Ivan So based?
Ivan So is based in Hong Kong SAR, Hong Kong, Hong Kong while working with Sun Life.
What companies has Ivan So worked for?
Ivan So has worked for Sun Life, Chinachem Group, Haitong International Securities Group Limited, Jti Securities Ltd / Jti Finance Ltd, and Sun Hung Kai Properties Limited.
How can I contact Ivan So?
You can use AeroLeads to view verified contact signals for Ivan So at Sun Life, including work email, phone, and LinkedIn data when available.
What schools did Ivan So attend?
Ivan So holds Bachelor'S Degree, Business Administration And Management, General from Heriot-Watt University.
What skills is Ivan So known for?
Ivan So is listed with skills including Leadership, Management, Banking, Microsoft Excel, Retail Banking, Credit, Team Leadership, and Customer Service.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialPeople with similar names
Check these profiles if this is not the Ivan So you were looking for.
View similar profiles
