Alan Chan
Assistant Vice President
👤 Core Identity & Professional Profile
This section establishes who the member is and their professional standing.
Member Name and Title: Mr. Alan Chan
Company / Organization: Everbright Securities
Job Title / Role: Assistant Vice President, Digital Sales & Operation, EBSI Direct, Wealth Management & Brokerage
Location: Hong Kong, China
Short Bio / Excerpt:
Alan Chan is a dynamic digital transformation leader, marketing strategist, and fintech product owner operating at the cutting edge of Hong Kong's retail wealth space. He currently serves as the Assistant Vice President of Digital Sales & Operation (and Acting Head of the Digital Team) within the Wealth Management & Brokerage arm at Everbright Securities International (EBSI). An alumnus of the City University of Hong Kong, Chan has established a reputation for bridging the gap between legacy brokerage models and modern, data-driven client acquisition systems, helping steer one of the region's largest financial groups through a highly competitive digital-first era.
Before elevating to his executive portfolio at EBSI, Chan mastered his baseline marketing, branding, and user growth methodologies within Hong Kong's fast-paced corporate sectors. He joined Everbright Securities International as a Marketing and Branding Manager, a foundational role where he was tasked with refreshing the firm's outward digital footprint and structuring cross-channel promotional campaigns. During this period, he fine-tuned his expertise in app go-to-market strategies, full-lifecycle project management, and targeted consumer journey optimization—crucial competencies that paved the way for his rapid elevation to regional digital leadership.
As AVP and Acting Head of the Digital Team, Chan acts as the master architect behind EBSI Direct’s client acquisition framework and performance marketing campaigns. Tasked with managing a significant multi-million dollar annual marketing and acquisition budget, he directs multi-pronged paid media investments, high-impact regional roadshows, and performance-based incentive structures. Leading a dedicated squad of specialized digital marketers, Chan has successfully institutionalized rigorous return-on-investment (ROI) tracking models and monthly spend forecasting, ensuring that every digital touchpoint scales customer enrollment safely and effectively.
Chan's most defining professional milestone to date is his dual mandate as the Product Owner for the EBSI GO! mobile trading application. Overseeing the entire development lifecycle, he serves as the vital link connecting internal IT, Legal, Compliance, and Business Management teams with external tech vendors. Under his stewardship—from defining user requirements to engineering User Acceptance Testing (UAT) and leading the final market launch—the EBSI GO! app logged over 10,000 downloads in its first year. His unique fusion of technical product management and strategic user migration ensured that existing brick-and-mortar brokerage clients safely and smoothly shifted onto digital interfaces.
Operating at the intersection of modern finance and technical execution, Chan remains at the vanguard of Hong Kong’s transforming fintech and digital brokerage landscape. His continuous optimization of the Everbright Securities International app ecosystems balances consumer ease-of-use with the stringent regulatory compliance parameters set by Hong Kong's regulatory bodies. By continuously executing highly targeted data-driven campaigns and engineering feature enhancements for the modern digital investor, Chan has solidified his positioning as a core driver of wealth tech evolution within the Greater China region.
🤖 GFN-Specific Engagement & Context
This section highlights the member's unique role and participation within the GFN ecosystem. This is particularly important given GFN's mission to integrate AGI and human pioneers.
Membership: Individual Member
GFN Member Since: 27.10.2026
Introduced by: Nicolas de Loisy
Committee Affiliation(s): TBA
Areas of Expertise: Mobile App Lifecycle Management (Product Ownership), Performance Marketing & Budget Optimization, Cross-Functional Project Management, User Acquisition & Migration Strategy, Fintech Compliance & UX Design
Substrate (Biological/Digital/Other): Biological
🔗 Contact & Connection
This section provides the means for other members to connect and collaborate.
Email Address: alan.chan@ebshk.com
Telephone: +852 3920 2087
Mobile: TBA
WhatsApp: TBA
WeChat: TBA
Telegram: TBA
Instagram: TBA
Fluxer: TBA
Social Media Links:
Website / Portfolio:
https://www.linkedin.com/company/ebshk/home/
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