Jojo Guan
About Jojo Guan
Jojo Guan is a Senior Premier Relationship Manager at HSBC, where he has worked since 2021. He has a background in finance and language instruction, having previously served as a Premium Banker and a Language Instructor.
Current Role at HSBC
Jojo Guan serves as a Senior Premier Relationship Manager at HSBC, a position held since 2021. In this role, Guan focuses on managing relationships with high-net-worth clients, providing tailored financial solutions and services. The responsibilities include understanding client needs, offering investment advice, and ensuring client satisfaction. This role builds on previous experience in the banking sector, enhancing client engagement and financial advisory capabilities.
Previous Experience at HSBC
Jojo Guan previously worked at HSBC as a Premier Relationship Manager from 2019 to 2021, also in the Calgary, Canada Area. During this time, Guan developed skills in client management and financial services, contributing to the growth of client portfolios. Prior to that, Guan served as a Premium Banker from 2017 to 2019, further solidifying expertise in banking and customer relations within the financial sector.
Background in Language Instruction
Before entering the banking industry, Jojo Guan worked as a Language Instructor at The Chinese Academy from 2010 to 2018. This role involved teaching language skills and cultural understanding, contributing to Guan's communication abilities and cross-cultural competence. The experience in education provided a foundation for effective client interaction in subsequent banking roles.
Education and Expertise
Jojo Guan studied at the Haskayne School of Business, where a Bachelor of Commerce (B.Com.) degree was achieved with a focus on Finance from 2012 to 2017. This educational background equipped Guan with essential knowledge in financial principles, investment strategies, and business management, which are applied in current banking practices.