Jonathan Yang Email & Phone Number

Auckland, New Zealand

Auckland, New Zealand

Taipei / Hong Kong / Beijing / Shanghai / Korea / Vietnam

Taipei / Hong Kong / Beijing

Taipei / Hong Kong / Shanghai / Beijing

• Product strategy planning and new product development on various financial products, including portfolio structuring, mutual funds, equities, fixed income, derivatives and alternative products.• Research and analysis global financial markets and develop financial products corresponding to the market trend and as well as client needs.• Conduct product presentation, joint call, client relationship maintenance for business development.• Responsible for establishing the Wealth Management Business and its trading platform.

Taipei

• Responsible for on-going maintenance and new product of mutual fund registrations, preparation of prospectuses, statements of additional information, supplements, SITCA or SFC filings and other regulataory files.• New product development, from construction to IPO.

Taipei / Beijing

• Responsible for the establishment, and later, management of LeeJen Greater China Fund SPC, a private equity fund with an estimated AUM of USD 300 million.• Direct investment in real estate development projects and pre-IPOs in China and Taiwan.• Industry research, company financials analysis and forecast, client call, and relationship maintenance

Taipei / Netherlands

Deputy Manager / Overseas Equity and Alternative Investment Department• Established the core holding portfolio for overseas investments portion under the investable insurance perimium fund (over NTD 1 trillion after Fubon Financials acquired ING Life Insurance Tawain)• Direct investments in listed stock, ETF, Mutual Fund, Hedge Fund, Private Equity Fund.Project Manager / Marketing and Product Support Department• Coordinated departments within Operations/IT to ensure the integration of execution and communication of various business functions.• Joined new product implementation and product related issues resolving processes.• Established ongoing relationships with internal customers and users and achieved win-win results by well communication and excellent negotiation skills.Project Executive & Product Manager / ING Securities Company Limited• Member of the start-up team throughout the establishment of ING Securities, Taiwan.• Responsible for developing the investment product portfolio, including product selection, fee/commission negotiations, implementing processes and trading systems• Supported the project team with the implementation of the sub-brokerage arrangment with Pershing.

Taipei

Responsible for the performances and operation of global equity funds, global fund of funds, ranging from aggressive, balanced, conservative, and fixed income fund portfolios.

Master Of Commerce, Finance

Activities and Societies: Top 10 National Winner - National Student Share Investment Award 2004

Bachelor Of Engineering (Honours), Mechatronics

Education record

St John’s House