Jacky Leung Email & Phone Number

Jacky has a wealth of international experience in Financial Services, Securities and Wealth Management sectors in the US and Asia Pacific, of which over 10 years with HSBC, Citi, and Private-Equity-backed currency trading and Fintech firms.As Jacky began his career in San Francisco, he helped Embarcadero build customer relationship management database software for all industry sectors including Financials sector clients resulting in greater efficiency and increased productivity. Later, he held a client-support role at Oracle worldwide headquarters completing multiple large-scale sales projects effectively empowering senior management, Oracle Consulting and global sales force.Afterwards, Jacky held a managerial role at a private Fintech firm in partnership with LSEG that operated an industry-leading financial services platform for top-tier corporate and institutional clients including HSBC, Citi, Goldman and Merrill to gain real-time access to listed companies' financial statements, credit ratings, market news and stock quotes all in one place, successfully strengthening global financial industry cooperation and clients' Private Banking, Wealth Management and Investment Banking sectors' in-house research and analysis capabilities. Later, he held a managerial role at a sizeable Goldman-Private-Equity-backed currency trading company in which he helped the firm with M&A expansion, global payments solutions, and revenue and profitability growth.More recently at big banks HSBC and Citi, Jacky worked in collaboration with respective Private Banking teams to service the world's largest client bases and develop long-lasting trusted relationships with a broad client continuum inclusive of (U)HNWIs, family businesses and private enterprises with growing demands for comprehensive financial planning, high-quality wealth planning, family office advisory, multinational succession planning, investment advisory, broker services, securities trading, retirement planning, asset protection, custody services, fixed income, cash management, and credit and lending solutions. While serving as VP of HSBC in San Francisco, he also helped many affluent individual and family clients with asset and wealth management and acted as an ambassador to showcase HSBC's offerings and international connectivity, enable investor engagement and broader participation, and build the Bank’s profile, corporate image, brand equity, goodwill, capital network and client base.Jacky holds an MBA degree from the University of Hong Kong and a BA degree from San Jose State University, California.

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  Role listed

  The University Of Hong Kong

  United States