Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

George MANG

Oakville

Summary

Results-driven banker with over 20 years of experience providing investment advice to corporate clients, institutional investors, and high-net-worth individuals across Asia. Strong track record in capital raising, equity sales, and strategic advisory servies to professional investors in Hong Kong, Singapore, China, and United States. Skilled in relationship building with private clients, with a deep understanding of capital markets, financial modelling, valuation, and market analysis.

Overview

18
18
years of professional experience

Work History

Investment Services Representative

RBC Direct Investing
01.2020 - Current
  • Deliver outstanding client experience by proactively uncover and deliver client needs through effective communication and strive to exceed client expectations by customized solutions
  • Provide accurate and timely trade execution to clients on global equities, ETFs, fixed income, mutual funds, derivatives, and structured products
  • Provide helpful and engaging, knowledgeable, professional and responsive services to investors by telephone, or electronic means
  • Actively educate the capability and functionality of RBC and mobile capabilities, and proactively identifying self-service opportunities for investors
  • Resolve client problems and build long lasting client relationships through trust, and expertise, and results
  • Understand and apply industry rules and regulations (e.g., IIROC, Provincial, Canada etc.)

Managing Director, Equity Capital Markets

Central China International Financial Holdings
01.2018 - 01.2019
  • Head of Equity Capital Markets (ECM) division
  • Origination and execution of equity capital markets transactions through initial public offerings (IPO), and private placements
  • IPO book-building and investor marketing
  • Provided investment and corporate finance advice to corporations, extra-high net worth, and institutional clients in Hong Kong, Singapore, China, UK, and United States
  • Conducted initial public offering (IPO) roadshow presentations to professional investors, financial media and financial journalists
  • Organized high profile investment conferences, company road-shows, and investment analysts presentations
  • Ensured regulatory compliance with relevant authorities with different jurisdictions.

Associate, Research

Bank of America Merrill Lynch
01.2007 - 01.2009
  • Provided investment research and recommendations on Asia ex Japan equitiesto institutional and professional investors
  • Dissemination of equity and fixed income research through Bloomberg, Factset, and ThomsonReuters
  • Worked with institutional equity sales, and corporate finance to build the Asian brokerage business
  • Ensured investment recommendations met the highest standards and service quality set by Bank of America Merrill Lynch

Education

MBA - Executive Master Business Administration

City University of Hong Kong
Hong Kong
05-2014

Bachelor of Arts - Economics

Brandeis University
Massachusetts
05-1997

CFO Program - Chief Financial Officer

Columbia Business School
New York
12-2025

Skills

  • 20 of professional experience in the global investment community
  • CSC, CPH, DFOL completed
  • Chartered Financial Analyst Level I completed
  • Fluent in English, Mandarin and Cantonese
  • Experienced in Bloomberg, Factset, Datastream

Languages

Chinese (Cantonese)
Native or Bilingual
Chinese (Mandarin)
Native or Bilingual

Timeline

Investment Services Representative

RBC Direct Investing
01.2020 - Current

Managing Director, Equity Capital Markets

Central China International Financial Holdings
01.2018 - 01.2019

Associate, Research

Bank of America Merrill Lynch
01.2007 - 01.2009

MBA - Executive Master Business Administration

City University of Hong Kong

Bachelor of Arts - Economics

Brandeis University

CFO Program - Chief Financial Officer

Columbia Business School
George MANG