Michael Kan, Cfa Caia Email & Phone Number

Hong Kong

Hong Kong SAR

Hong Kong SAR

Hong Kong SAR

Hong Kong SAR

Hong Kong SAR

• Lead product development initiatives, new fund launches and rationalization of existing funds; Perform market and business intelligence analysis to identify forward looking themes with good sales potential; Compile.
• Manage projects on China access programs, such as RQFII, Direct CIBM & QDII, focusing on the setup including license and quota approval
• Support local APAC entities to develop their local domiciled products by validation of new product ideas, promoting best practices and share successful product ideas across APAC’s entities

Hong Kong SAR

• Focus on Manulife mutual funds and investment-link assurance schemes, with product development duties ranging from formulating product ideas to product approval seeking and product management duties including.
• Engage in extensive research to attain comprehensive understanding of the market sentiment, including reading sell-side research and fund flow reports, meeting investment analysts and attending conference calls
• Utilize Bloomberg and Morningstar Direct to source financial information for performance analysis
• Compile Excel spreadsheets for the production of management reports

Hong Kong SAR

• A 2-year intensive development program which aimed to develop functionally mobile future leaders – 1st Year: Distribution Operations, Manulife HK; 2nd Year: Investment Funds, Manulife Asset Management HK
• Consisted of both on-the-job training including rotations across teams and off-the-job training covering business skills, core skills training and personal development
• Key responsibilities / exposure include: Independent Review Workgroup on internal controls of mutual fund sales and operations, Wealth Strategy Group to plan sales and drive AUM growth, Product Steering to formulate.

Hong Kong SAR

• Assembled, analyzed and built statistical models to identify drivers of growth, risk and profitability of the unsecured lending portfolios, which supported business decision
• Made well-reasoned recommendations to help support dynamic business growth
• Translated business problems into actionable analytical plans

Hong Kong SAR

• Through data and market analysis, provided information and made recommendations that had direct impact on the overall portfolio growth and profitability performance
• Reviewed Key Performance Indices and formulated new acquisition policies to reflect changes in risk / competitive dynamics in the market place
• Formulated credit policies to support new business / product launches
• Supported acquisition marketing programs launches through effective management of risks and profitability

Hong Kong SAR

• Provided support at various MPFA outreaching publicity activities
• Educated the public about investment knowledge, particular in fund investment
• Promoted the mission and role of MPFA in Hong Kong
• Organized exhibitions and events in promoting the importance of retirement protection

Shanghai, China

• Responsible for sales & marketing of bank products including funds, credit cards & insurances
• Explored revenue earning opportunities with more than 200 new customers
• Gave a presentation analyzing the differences between HK’s and Shanghai’s strategies of credit card services
• Wrote a report regarding the room for improvement of the Baoshan branch

Bsc, Risk Management & Finance Double-Major, Minor In Business

Activities and Societies: Member of University of Hong Kong Balinese Gamelan Ensemble in EXPO 2010 Shanghai China, Executive Committee.

Academic Student Exchange

Language And Cultural Student Exchange

Hkale

A-Level: Pure Mathematics, Applied Mathematics, Physics

Hkcee