Max Lee, Cfa
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Max Lee, Cfa Email & Phone Number

Wealth Structured Products Specialist Head at HSBC
Location: Toronto, Ontario, Canada 3 work roles 3 schools
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✓ Verified August 2026 3 data sources Profile completeness 86%

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Current company
HSBC
Role
Wealth Structured Products Specialist Head
Location
Toronto, Ontario, Canada
Company size
192615 employees

Who is Max Lee, Cfa? Overview

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Quick answer

Max Lee, Cfa is listed as Wealth Structured Products Specialist Head at HSBC, a with 192615 employees, based in Toronto, Ontario, Canada. AeroLeads shows a matched LinkedIn profile for Max Lee, Cfa.

Max Lee, Cfa previously worked as Division Investment Counsellor at Hsbc and Investment Counsellor at Hsbc. Max Lee, Cfa holds Master'S Degree, Financial Innovation & Technology, 4.08/4.3 from Queen'S University.

Company email context

Email format at HSBC

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HSBC

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Profile bio

About Max Lee, Cfa

With 17 years in wealth management, specializing in high-net-worth clients, and 7 years in team leadership, I've consistently driven revenue growth and prioritized exceptional client experiences. Recognized with the "Circle of Excellence" distinction by HSBC for two consecutive years, I hold a Master's in Finance and a CFA designation, complemented by technical proficiency in Python, SQL, and R.

Current workplace

Max Lee, Cfa's current company

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HSBC
Hsbc
Wealth Structured Products Specialist Head
london, greater london, united kingdom
Website
hsbc.com
Employees
192615
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3 roles

Max Lee, Cfa work experience

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Wealth Structured Products Specialist Head

Current
Hsbc

Hong Kong Sar

Nov 2019 - Present

Division Investment Counsellor

Hsbc

Hong Kong Sar

Nov 2015 - Nov 2019

Investment Counsellor

Hsbc

Hong Kong Sar

Feb 2011 - Nov 2015
Team & coworkers

Colleagues at HSBC

Other employees you can reach at hsbc.com. View company contacts for 192615 employees →

YP Yuri Paula Yuri Paula Colleague at HsbcSão Paulo, Brazil View → BV Beena Vasanth Kumar Beena Vasanth Kumar Colleague at HsbcBengaluru, Karnataka, India View → BH Bomber Harris Bomber Harris Colleague at HsbcChelmsford, England, United Kingdom View → IA Irma Alarcon Irma Alarcon Colleague at HsbcArgentina View → HM Hoda Mohamed Hoda Mohamed Colleague at HsbcCairo, Egypt View → AM Alfonso Miranda Alfonso Miranda Colleague at HsbcTlalnepantla, México, Mexico View → SC Sarath Chilukuri Sarath Chilukuri Colleague at HsbcHyderabad, Telangana, India View → PK Pallavi Karotu Pallavi Karotu Colleague at HsbcHyderabad, Telangana, India View → SP Shaheed Patel Shaheed Patel Colleague at HsbcIndia View → JT Jose Tavares Jose Tavares Colleague at HsbcGeneva, Switzerland View →
3 education records

Max Lee, Cfa education

FAQ

Frequently asked questions about Max Lee, Cfa

Quick answers generated from the profile data available on this page.

What company does Max Lee, Cfa work for?

Max Lee, Cfa works for HSBC.

What is Max Lee, Cfa's role at HSBC?

Max Lee, Cfa is listed as Wealth Structured Products Specialist Head at HSBC.

Where is Max Lee, Cfa based?

Max Lee, Cfa is based in Toronto, Ontario, Canada while working with HSBC.

What companies has Max Lee, Cfa worked for?

Max Lee, Cfa has worked for Hsbc.

Who are Max Lee, Cfa's colleagues at HSBC?

Max Lee, Cfa's colleagues at HSBC include Yuri Paula, Beena Vasanth Kumar, Bomber Harris, Irma Alarcon, and Hoda Mohamed.

How can I contact Max Lee, Cfa?

You can use AeroLeads to view verified contact signals for Max Lee, Cfa at HSBC, including work email, phone, and LinkedIn data when available.

What schools did Max Lee, Cfa attend?

Max Lee, Cfa holds Master'S Degree, Financial Innovation & Technology, 4.08/4.3 from Queen'S University.

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