Jamie Chan joined WealthAxis Family Office as Assistant Vice President. A 2019 graduate of Hong Kong Shue Yan University, Jamie launched her financial career in banking industry, specializing in mortgage solutions, insurance planning & personal loans, tailoring financial strategies to meet clients needs. Recognized for her outstanding services, positive attitude and dedication, she was promoted from Financial Services Consultant to the become the youngest Customer Services Manager in BOCOM (HK) prior to her joining in 2022.
MDuring her three years in financial and wealth management advisory, Jamie consistently prioritized client satisfaction by actively listening to their needs, resolving issues promptly, and delivering clear, concise guidance. Jamie has been honored with multiple prestigious awards, including :
Understanding that next-generation family office clients who will value engagement over convenience, Jamie sets her career goal to leverage her financial expertise and positive dynamics to create collaborative, outcome-focused wealth planning experiences for families.
Apart from her professional achievements, Jamie is recognized as a LifeCare Ambassador for her dedicated volunteer work in promoting charitable donations of life insurance policies to benefit Hong Kong communities. This initiative reflects her commitment to creating meaningful social impact that benefits less privileged people in a better future.
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