Yuk Lun Kwan

Yuk Lun Kwan Email and Phone Number

Fintech Professional @ Webull Securities (Canada) Limited
Yuk Lun Kwan's Location
Toronto, Ontario, Canada, Canada
About Yuk Lun Kwan

With over a decade of experience at fintech in Hong Kong. Held numerous key roles with a broad range of responsibilities in discount brokerage and market making businesses. Leadership spanned trading, customer service, compliance, IT, and strategic initiatives such as automation, risk management, and business development. Generated substantial revenue, improved efficiency, and enhanced client engagement, reflecting a versatile and impactful career in the financial industry.

Yuk Lun Kwan's Current Company Details
Webull Securities (Canada) Limited

Webull Securities (Canada) Limited

View
Fintech Professional
Yuk Lun Kwan Work Experience Details
  • Webull Securities (Canada) Limited
    Compliance Associate
    Webull Securities (Canada) Limited May 2024 - Present
    Toronto, Ontario, Canada
    View
  • Hsbc Investdirect
    Client Services Representative
    Hsbc Investdirect Dec 2023 - Mar 2024
    Toronto, Ontario, Canada
    Provide operational and administrative support and quality standards to the Personal Financial Services business.Act as a gatekeeper for outbound digital communication.
  • I-Access Investors Limited
    Chief Trading Officer
    I-Access Investors Limited Jan 2021 - May 2022
    Hong Kong Sar
    Focused on improving efficiency and automation, risk management, and proprietary portfolio optimization.
  • I-Access Investors Limited
    Chief Customer Officer
    I-Access Investors Limited Jan 2021 - May 2021
    Hong Kong Sar
    Managed client services, introduced social communication channels, handled complaints, and enhanced online presence.
  • I-Access Group
    Senior Manager
    I-Access Group May 2017 - Dec 2020
    Hong Kong Sar
    Managed settlement operations, improved efficiency, managed client asset, negotiated rental costs, established documents centralization and introduced new services.
    View
  • I-Access Group
    Various Team Leading Roles
    I-Access Group Jan 2013 - Apr 2017
    Hong Kong Sar
    Ensured compliance with regulations, developed standard operations policies, controlled licensing and introduced new services.Improved client services, introduced new brokerage services, expanded branches, mentored staff development and led marketing initiatives.Managed trading team, focusing on resilience procedures, market making and hedging activities.Managed IT operations, infrastructure procurement, and led HKEX trading and clearing system migration projects and system enhancements.
    View
  • I-Access Group
    Officer
    I-Access Group Apr 2009 - Dec 2012
    Hong Kong Sar
    Managed branch operations, call center operations, client onboarding, customer services, corporate finance development and marketing events.
    View

Yuk Lun Kwan Education Details

Frequently Asked Questions about Yuk Lun Kwan

What company does Yuk Lun Kwan work for?

Yuk Lun Kwan works for Webull Securities (Canada) Limited

What is Yuk Lun Kwan's role at the current company?

Yuk Lun Kwan's current role is Fintech Professional.

What schools did Yuk Lun Kwan attend?

Yuk Lun Kwan attended City University Of Hong Kong, The Open University Of Hong Kong.

Not the Yuk Lun Kwan you were looking for?

View similar profiles

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.