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Bio

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I am Sharon Chan, currently based in Hong Kong SAR. I possess professional working proficiency in both English and Mandarin Chinese, along with native proficiency in Chinese (Traditional). My career spans over four years in the finance sector, where I currently serve as an Assistant Vice President at Sumitomo Mitsui Trust (Hong Kong) Limited, leading initiatives on ESG and impact investing since April 2022. Previously, I held various roles at UBS, including Investment Specialist and Graduate Trainee, where I focused on sustainable investing and private equity. I earned my Bachelor of Business Administration in Global Business Systems Management from City University of Hong Kong, complemented by international exchange programs at The University of Sheffield and Tsinghua University. My diverse experiences and educational background equip me with a robust understanding of global business dynamics.

Credentials

  • WSET level 3
    Wine & Spirit Education Trust
    Jan, 2022
    - Apr, 2026
  • SFC Type 1 – Dealing in Securities Licence
    Securities and Futures Commission
    Nov, 2018
    - Apr, 2026
  • Certified Information Systems Auditor (CISA)
    ISACA
    Jul, 2017
    - Apr, 2026

Experience

    • Assistant Vice President
      • Apr 2022 - Present

      - Impact Investment- ESG Committee Member - Task Force on Climate-Related Financial Disclosure (TCFD) project lead

  • UBS
    • Hong Kong
    • Associate
      • Jul 2018 - Apr 2022
      • Hong Kong

      Investment Specialist, Global Wealth Management - Private markets / Sustainable investing Graduate Trainee - Business Analyst, Market Data Services

    • Summer Analyst
      • Jun 2017 - Aug 2017

    • Industrial Placement Trainee
      • Jul 2016 - Jun 2017

Education

  • 2013 - 2018
    City University of Hong Kong
    Bachelor of Business Administration - BBA, Global Business Systems Management
  • 2015 - 2016
    The University of Sheffield
    International Exchange Program- Business Administration and Technology
  • 2015 - 2016
    Tsinghua University
    International Exchange Program- Business Administration and Management, General

Suggested Services

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Industry Focus. “Investment Management”

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