Keith Chan
About Keith Chan
Keith Chan is a Team Leader Protection and Legacy Specialist at 香港匯豐銀行, with over 11 years of experience in his current role. He holds a Bachelor's degree in Marketing from The Hong Kong Polytechnic University and the Certified Financial Planner designation, reflecting his expertise in financial planning and wealth management.
Current Role at HSBC
Keith Chan currently serves as the Team Leader Protection and Legacy Specialist at 香港匯豐銀行. He has held this position since 2013, accumulating over 11 years of experience in this role. His responsibilities include overseeing protection and legacy planning services, which integrate financial planning with insurance solutions.
Previous Experience at HSBC
Before his current role, Keith Chan worked at 香港匯豐銀行 as a Senior Wealth Management Manager from 2003 to 2010. During his seven years in this position, he focused on providing wealth management services to clients, enhancing their financial portfolios and investment strategies.
Experience at Bank of China (Hong Kong)
Keith Chan worked at 中國銀行（香港）有限公司 as a Relationship Manager from 2010 to 2013. In this role, he managed client relationships and provided banking solutions tailored to individual needs, contributing to the bank's customer service objectives for three years.
Education and Expertise
Keith Chan holds a Bachelor's degree in Marketing from The Hong Kong Polytechnic University. He also possesses the Certified Financial Planner designation, which signifies his expertise in financial planning and wealth management, equipping him with the skills necessary to advise clients effectively.
Bancassurance Experience
Keith Chan has extensive experience in the field of bancassurance, which merges banking and insurance services. His background in this area allows him to offer comprehensive financial solutions that address both banking and insurance needs for clients.