Julia Chan
About Julia Chan
Julia Chan serves as the Customer Proposition Manager for Pensions Product at HSBC, a position she has held since 2021. She has a diverse background in finance and risk management, with previous roles at The Hong Kong Jockey Club, KPMG China, and the Securities and Futures Commission.
Current Role at HSBC
Julia Chan serves as the Customer Proposition Manager for Pensions Product at HSBC. She has held this position since 2021, contributing to the development and management of pension-related offerings. Her role involves strategizing customer propositions to enhance the bank's pension services, ensuring they meet client needs and align with market trends.
Previous Experience at HSBC
Prior to her current role, Julia Chan worked at HSBC as a Global Digital Graduate Trainee from 2019 to 2021. In this capacity, she gained valuable experience in various aspects of digital banking and customer engagement. Additionally, she held a position in Business Management Support within HSBC Private Banking for six months in 2017, where she assisted in operational functions.
Education and Academic Background
Julia Chan has a diverse educational background. She earned a Bachelor of Science degree in Risk Management and Business Intelligence from The Hong Kong University of Science and Technology, studying from 2014 to 2019. She also participated in a Summer Exchange Program at Korea University in 2015, focusing on Accounting and Finance, and completed a Global Exchange Program at the University of Amsterdam in 2017, specializing in Econometrics and Quantitative Economics.
Internship Experience
Julia Chan has completed several internships that provided her with practical experience in the finance sector. In 2018, she interned at KPMG China in Risk Consulting for two months. She also worked at the Securities and Futures Commission in 2017 as a Summer Intern in Risk and Strategy for one month. These roles helped her develop a foundational understanding of risk management and consulting.
Capstone Project at The Hong Kong Jockey Club
Julia Chan participated in a Capstone Project at The Hong Kong Jockey Club from 2018 to 2019. This nine-month project allowed her to apply her academic knowledge to real-world scenarios, enhancing her skills in project management and strategic planning within a prominent organization in Hong Kong.