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Willis Wong Email & Phone Number
APAC Cash Equities Analyst
at
JPMorganChase
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 100%
Current company
Role
APAC Cash Equities Analyst
Location
Hong Kong Sar, Hong Kong
Company size
Who is Willis Wong? Overview
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Quick answer
Willis Wong is listed as APAC Cash Equities Analyst at JPMorganChase, a with 213060 employees, based in Hong Kong Sar, Hong Kong. AeroLeads shows a matched LinkedIn profile for Willis Wong.
Willis Wong previously worked as Client Service Assistant, Private Wealth Management at Bmo Private Wealth and Customer Experience Associate at Td. Willis Wong holds Master'S Degree, Finance from The University Of Manchester.
Company email context
Email format at JPMorganChase
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JPMorganChase
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Profile bio
About Willis Wong
With a solid foundation in Finance from The University of Manchester and a significant role at BMO Private Wealth, my focus has been on supporting investment advisor in providing tailoring investment solutions for high-net-worth individuals. The seamless onboarding and meticulous maintenance of client portfolios underscore my commitment to service excellence.
Listed skills include Work Effectively, Problem Solving, Interpersonal Communication, English, and 6 others.
Current workplace
Willis Wong's current company
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Jpmorganchase
6 roles
Willis Wong work experience
A career timeline built from the work history available for this profile.
Client Service Assistant, Private Wealth Management
• Coordinate with BMO Nesbitt Burns' Senior Investment Advisor to deliver comprehensive investment solutions catered to the unique needs of high-net-worth clients• Act as the first point of contact for clients, promptly addressing inquiries and providing timely responses to meet their financial needs and requests.• Facilitate seamless account onboarding for new clients, ensuring a smooth transition and adherence to strict compliance and regulatory requirements.• Utilize advanced financial software and tools to maintain client records, track investments, and generate performance reports.
Jun 2023 - Jul 2024
Customer Experience Associate
Mar 2023 - Jun 2023
Internship Trainee
Twp Consultants Limited
Jun 2020 - Aug 2020
Wealth Management Intern
May 2020 - Jun 2020
Internship Trainee
Jun 2017 - Aug 2017
Team & coworkers
Colleagues at JPMorganChase
Other employees you can reach at jpmorganchase.com. View company contacts for 213060 employees →
WR
Wendy Riley
Colleague at JpmorganchaseMansfield, Texas, United States
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JC
Jagdish Choudhary Jagdish Jat
Colleague at JpmorganchaseRajasthan, India
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SM
Shakira Montalva
Colleague at JpmorganchaseUnited States
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WL
Wayne Lai
Colleague at JpmorganchaseNewark, Delaware, United States
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PS
Prarthna Sahu
Colleague at JpmorganchasePune/Pimpri-Chinchwad Area, India
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JB
Jeff Beamish
Colleague at JpmorganchaseWilmington, Delaware, United States
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JL
Juanita L Taylor
Colleague at JpmorganchaseJacksonville, Florida, United States
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NM
Naga Malli
Colleague at JpmorganchaseAurora, Illinois, United States
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JA
Jenna Alleman
Colleague at JpmorganchaseGreater Chicago Area, United States
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TD
Tamara Dimovska
Colleague at JpmorganchaseGeneva, Switzerland
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Wendy Riley
Colleague at JpmorganchaseMansfield, Texas, United States
View →
JC
Jagdish Choudhary Jagdish Jat
Colleague at JpmorganchaseRajasthan, India
View →
SM
Shakira Montalva
Colleague at JpmorganchaseUnited States
View →
WL
Wayne Lai
Colleague at JpmorganchaseNewark, Delaware, United States
View →
PS
Prarthna Sahu
Colleague at JpmorganchasePune/Pimpri-Chinchwad Area, India
View →
JB
Jeff Beamish
Colleague at JpmorganchaseWilmington, Delaware, United States
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JL
Juanita L Taylor
Colleague at JpmorganchaseJacksonville, Florida, United States
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NM
Naga Malli
Colleague at JpmorganchaseAurora, Illinois, United States
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JA
Jenna Alleman
Colleague at JpmorganchaseGreater Chicago Area, United States
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TD
Tamara Dimovska
Colleague at JpmorganchaseGeneva, Switzerland
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4 education records
Willis Wong education
Master'S Degree, Finance
Bachelor Of Science - Bs, Industrial Economics, Upper Second Class Honours (2:1)
High School Diploma, Grade 10 - 12
High School Diploma
FAQ
Frequently asked questions about Willis Wong
Quick answers generated from the profile data available on this page.
What company does Willis Wong work for?
Willis Wong works for JPMorganChase.
What is Willis Wong's role at JPMorganChase?
Willis Wong is listed as APAC Cash Equities Analyst at JPMorganChase.
Where is Willis Wong based?
Willis Wong is based in Hong Kong Sar, Hong Kong while working with JPMorganChase.
What companies has Willis Wong worked for?
Willis Wong has worked for Jpmorganchase, Bmo Private Wealth, Td, Twp Consultants Limited, and Aia.
Who are Willis Wong's colleagues at JPMorganChase?
Willis Wong's colleagues at JPMorganChase include Wendy Riley, Jagdish Choudhary Jagdish Jat, Shakira Montalva, Wayne Lai, and Prarthna Sahu.
How can I contact Willis Wong?
You can use AeroLeads to view verified contact signals for Willis Wong at JPMorganChase, including work email, phone, and LinkedIn data when available.
What schools did Willis Wong attend?
Willis Wong holds Master'S Degree, Finance from The University Of Manchester.
What skills is Willis Wong known for?
Willis Wong is listed with skills including Work Effectively, Problem Solving, Interpersonal Communication, English, Positive Discipline, Store Management, Time Management, and Mandarin.
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