About
Ronnie Chan holds a Bachelor of Science (Economics) from London School of Economics (UOL). He held various leadership roles with over twenty years of experience in private wealth management & investment banks including UBS, Credit Suisse, Julius Baer & JP Morgan.
Leading change management with a firm business, operations & consulting background, Ronnie has a sound understanding of banking procedures & cross-functional roles from front-to-back from a process improvement, regulatory & risk control perspective. Ronnie joined finalix in 2019.
Certifications
- Certificate for Family Office Practitioner (WMI Accredited Modules)
- Certified SAFe® 5 Product Owner/ Product Manager
- Certified Scrum Product Owner (CSPO)
- Certified Scrum Master (CSM)
- PRINCE2 Practitioner
- Capital Markets & Financial Advisory Services (M5 & M9)
- Investment Representative Licence (Monetary Authority of Singapore)
Hobbies
- Tennis
- Golf
- Guitar
- Whisky / Sake tasting
Last projects
- Digital intermediaries platform
- Principal vs. agent implementation
- Wealth managment platform transformation