Roy Mak
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Roy Mak Email & Phone Number

Assistant Manager, Sales, Wealth Management at 里昂證券
Location: Hong Kong, Hong Kong SAR, Hong Kong 5 work roles 3 schools
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✓ Verified Jun 2026 3 data sources Profile completeness 86%

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Current company
里昂證券
Role
Assistant Manager, Sales, Wealth Management
Location
Hong Kong, Hong Kong SAR, Hong Kong
Company size
2543 employees

Who is Roy Mak? Overview

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Quick answer

Roy Mak is listed as Assistant Manager, Sales, Wealth Management at 里昂證券, a company with 2543 employees, based in Hong Kong, Hong Kong SAR, Hong Kong. AeroLeads shows a matched LinkedIn profile for Roy Mak.

Roy Mak previously worked as Account Specialist at 中金公司 and Business Analyst at Hung Hing Printing Group Ltd.. Roy Mak holds Bachelor Of Business Administration - Bba, Finance from The Hong Kong University Of Science And Technology.

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Email format at 里昂證券

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里昂證券

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Profile bio

About Roy Mak

Two years of experience working in an Investment Bank allows me to leverage my analytical, problem-solving, interpersonal communication and stress management skills. To explore further opportunities in my career, I am looking forward to obtaining a new position and confronting new challenges as a HKUST finance graduate.

Current workplace

Roy Mak's current company

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里昂證券
里昂證券
Assistant Manager, Sales, Wealth Management
Hong Kong
Website
clsa.com
Employees
2543
AeroLeads page
Company profile
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5 roles

Roy Mak work experience

A career timeline built from the work history available for this profile.

Assistant Manager, Sales, Wealth Management

里昂證券

Hong Kong

Account Specialist

Current
中金公司

Hong Kong SAR

  • Responsible for account opening and maintanence for both Equity (EQ) and Wealth Management (WM) departments.
  • Handled account opening for individuals, corporates and institutions with a wide range of account types, including custodian, margin, DVP, DPM, ESOP, HKCIES, counterparty, give up and sub accounts etc.
  • Assisted on SPSA, B share, SSI, investor ID, HKIDR BCAN, settlement type (DVP/RDVP, single/double-sided) set-up to ensure trades can be successively executed
  • Provided professional advice to Sales on disclosure requirements for complex-structured companies account opening (LP-GP, SPC-SP/VCC/OFC, Trust, Exempt CPI etc.)
  • Reviewed client’s KYC documents and checked the validity of numerous account opening documents including Board Resolutions, FATCA, W8, ISDA, DMA (Direct Market Access), Algo trade agreement etc.
  • Supported traders’ daily operation on Fidessa using Alert and various internally-developed system
Oct 2022 - Present

Business Analyst

Hung Hing Printing Group Ltd.

Hong Kong SAR

  • Responsible for the development of enterprise resource planning (ERP) system, including analyzing user demands, enhancing user interface, and presenting recent system updates.
  • Participated in Hung Hing Printing Group ERP system development
  • Handled projects including the development of payroll system and inventory system
  • Analyzed the feasibility and priority of customers’ requests
  • Reported system updates/development progress to relevant departments
Jul 2021 - Sep 2021

Marketing Assistant

Amg Financial Group

Hong Kong SAR

  • Responsible for assisting marketing manager on marketing campaign.
  • Designed current AMG financial group webpage
  • Assisted the launch of new campaign – ‘AMG Global – Market Insight’
  • Assisted marketing campaigns (sponsorship, recruitment)
  • Published and modified weekly market commentary
Jul 2020 - Sep 2020

Junior Financial Analyst

Amg Financial Group

Hong Kong SAR

  • Responsible for assisting Chief Investment Officer group on market research.
  • Conducted basic market research and reported important news to the senior management team on a daily basis.
  • Presented Investment portfolio analysis on mutual funds and global economy overview (i.e. impact of the interest rate hike) on a weekly basis.
  • Completed documentations (i.e. financial due diligence)
Jun 2019 - Sep 2019
Team & coworkers

Colleagues at 里昂證券

Other employees you can reach at clsa.com. View company contacts for 2543 employees →

VP Vishal Patel Vishal Patel Colleague at 里昂證券Mumbai, Maharashtra, India, India View → GH George Hansom George Hansom Colleague at 里昂證券London, England, United Kingdom, United Kingdom View → HS Himani Singh Himani Singh Colleague at 里昂證券Mumbai, Maharashtra, India, India View → CC Chirantan Chanchani Chirantan Chanchani Colleague at 里昂證券Mumbai, Maharashtra, India, India View → RW Ray Wang Ray Wang Colleague at 里昂證券Hong Kong SAR, Hong Kong View → CS Chengfeng Shao Chengfeng Shao Colleague at 里昂證券Shenzhen, Guangdong, China, China View → AS Amit Sakhare Amit Sakhare Colleague at 里昂證券Pune, Maharashtra, India, India View → MT Momo Tanaka Momo Tanaka Colleague at 里昂證券Japan, Japan View → AC Ashley Chung Ashley Chung Colleague at 里昂證券Taiwan, Taiwan, Province Of China View → BC Brian Curran Brian Curran Colleague at 里昂證券Greater Guildford Area, United Kingdom, United Kingdom View →
3 education records

Roy Mak education

Education record

St. Mark'S School
FAQ

Frequently asked questions about Roy Mak

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

What company does Roy Mak work for?

Roy Mak works for 里昂證券.

What is Roy Mak's role at 里昂證券?

Roy Mak is listed as Assistant Manager, Sales, Wealth Management at 里昂證券.

Where is Roy Mak based?

Roy Mak is based in Hong Kong, Hong Kong SAR, Hong Kong while working with 里昂證券.

What companies has Roy Mak worked for?

Roy Mak has worked for 里昂證券, 中金公司, Hung Hing Printing Group Ltd., and Amg Financial Group.

Who are Roy Mak's colleagues at 里昂證券?

Roy Mak's colleagues at 里昂證券 include Vishal Patel, George Hansom, Himani Singh, Chirantan Chanchani, and Ray Wang.

How can I contact Roy Mak?

You can use AeroLeads to view verified contact signals for Roy Mak at 里昂證券, including work email, phone, and LinkedIn data when available.

What schools did Roy Mak attend?

Roy Mak holds Bachelor Of Business Administration - Bba, Finance from The Hong Kong University Of Science And Technology.

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