Jet Wang
I am a Trainee Paraplanner where I help the financial advisers with client onboarding, and servicing with various administration, and report writing support, to ensure it abides with regulatory regulations to its highest level.
What is your education/job background?
I studied Economics at university and was also the president of the Asian politics society while I was there.
What do you look to achieve at Hansa Wealth Management?
I am always looking for innovative ways to improve the client experience. One area I am exploring is demystifying ‘investments’ for clients to help them better understand their financial journey.
What do you enjoy outside of work?
I find American football thrilling to watch and play. While it is an enjoyable game it also displays great case studies for tactics, statistics, and psychology.
Who most inspires you?
The CEO of Berkshire Hathaway, Warren Buffet inspires me, he is a testament to the success of patience and consistency in investing.