Investment Counsellor
Current
Hsbc Private Banking
Market Coverage: Philippines / Thailand / Malaysia
Sep 2022 - Present
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Jonathan Woo, Cfa Email & Phone Number
Investment Counsellor
at
HSBC Private Banking
1 work email found
@iconiqcapital.com
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 86%
Current company
HSBC Private Banking
Role
Investment Counsellor
Location
Singapore
Who is Jonathan Woo, Cfa? Overview
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Quick answer
Jonathan Woo, Cfa is listed as Investment Counsellor at HSBC Private Banking, based in Singapore. AeroLeads shows a work email signal at iconiqcapital.com and a matched LinkedIn profile for Jonathan Woo, Cfa.
Jonathan Woo, Cfa previously worked as Crypto Trader, Multi Chain Farmer, JPEG Connoisseur at Self-Employed and Financial Associate at Iconiq Capital. Jonathan Woo, Cfa holds Bachelor Of Business Administration (Bba), Finance from National University Of Singapore.
Company email context
Email format at HSBC Private Banking
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*@iconiqcapital.com
68% confidence
AeroLeads found 1 current-domain work email signal for Jonathan Woo, Cfa. Compare company email patterns before reaching out.
Profile bio
About Jonathan Woo, Cfa
Jonathan Woo, Cfa is a Investment Counsellor at HSBC Private Banking. He is proficient in English and Chinese.
Current workplace
Jonathan Woo, Cfa's current company
Company context helps verify the profile and gives searchers a useful next step.
Hsbc Private Banking
10 roles
Jonathan Woo, Cfa work experience
A career timeline built from the work history available for this profile.
Crypto Trader, Multi Chain Farmer, Jpeg Connoisseur
Self-Employed
Dec 2021 - Sep 2022
Financial Associate
Jun 2020 - Dec 2021
Investment Advisor
• Responsible for covering HNW and UHNW clients based predominantly in Singapore with a regional focus on International markets (Europe, Australia, DIFC)• Develop core multi-asset portfolios with tactical solutions (equities, fixed income, structured products, FX options, hedge funds, private equity) that are unique to each client’s needs• Advisory-led client engagement resulting in strong sales track record and enhanced client relationships
Apr 2018 - Jun 2020
Investment Management Analyst
• Performed competitive analysis and positioning of J.P. Morgan Funds which were used for fund pitches to key regional product gatekeepers and consideration for fund onboarding• Created dashboards outlining prevailing opportunities across key regional clients which were leveraged across sales teams to drive product pitches in a targeted and effective manner• Developed a good understanding of the Asia Funds business, industry and market trends through rotations across the APAC CEO Business Management and Product Strategy teams
Sep 2016 - Apr 2018
Private Banking Analyst
• Supported senior bankers and investors in managing relationships and driving sales• Conversant with diverse investment solutions (Equity, Fixed Income, Structured Products, Mutual Funds, Hedge Funds, Private Equity) and extensive client-facing experience in presenting investment proposals and portfolio reviews• Spearheaded various J.P. Morgan campus recruitment initiatives to attract and identify top talents for the Asset Management program
Oct 2014 - Sep 2016
Jun 2014 - Aug 2014
Asset Management Intern
Portfolio construction, equity research, stock recommendations and improved marketing materials
Dec 2013 - Jan 2014
Enterprise 50 Project Intern
Collaborated with senior management of SMEs to develop business reports
May 2013 - Jul 2013
Retail & Private Banking Intern
Processed deposits, loans and FX instructions
Feb 2011 - Mar 2011
2 education records
Jonathan Woo, Cfa education
Bachelor Of Business Administration (Bba), Finance
Bachelor Of Business Administration (Bba), Finance
FAQ
Frequently asked questions about Jonathan Woo, Cfa
Quick answers generated from the profile data available on this page.
What company does Jonathan Woo, Cfa work for?
Jonathan Woo, Cfa works for HSBC Private Banking.
What is Jonathan Woo, Cfa's role at HSBC Private Banking?
Jonathan Woo, Cfa is listed as Investment Counsellor at HSBC Private Banking.
What is Jonathan Woo, Cfa's email address?
AeroLeads has found 1 work email signal at @iconiqcapital.com for Jonathan Woo, Cfa at HSBC Private Banking.
Where is Jonathan Woo, Cfa based?
Jonathan Woo, Cfa is based in Singapore while working with HSBC Private Banking.
What companies has Jonathan Woo, Cfa worked for?
Jonathan Woo, Cfa has worked for Hsbc Private Banking, Self-Employed, Iconiq Capital, J.P. Morgan Asset Management, and J.P. Morgan.
How can I contact Jonathan Woo, Cfa?
You can use AeroLeads to view verified contact signals for Jonathan Woo, Cfa at HSBC Private Banking, including work email, phone, and LinkedIn data when available.
What schools did Jonathan Woo, Cfa attend?
Jonathan Woo, Cfa holds Bachelor Of Business Administration (Bba), Finance from National University Of Singapore.
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