Compliance Associate
Current
May 2024 - Present
AeroLeads people directory · profile
Yuk Lun Kwan Email & Phone Number
Fintech Professional
at
Webull Securities (Canada) Limited
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Role
Fintech Professional
Location
Toronto, Ontario, Canada
Who is Yuk Lun Kwan? Overview
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Quick answer
Yuk Lun Kwan is listed as Fintech Professional at Webull Securities (Canada) Limited, based in Toronto, Ontario, Canada. AeroLeads shows a matched LinkedIn profile for Yuk Lun Kwan.
Yuk Lun Kwan previously worked as Compliance Associate at Webull Securities (Canada) Limited and Client Services Representative at Hsbc Investdirect. Yuk Lun Kwan holds Master Of Science (Msc), Finance from City University Of Hong Kong.
Company email context
Email format at Webull Securities (Canada) Limited
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Webull Securities (Canada) Limited
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Profile bio
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.
Current workplace
Yuk Lun Kwan's current company
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7 roles
Yuk Lun Kwan work experience
A career timeline built from the work history available for this profile.
Client Services Representative
Hsbc Investdirect
Provide operational and administrative support and quality standards to the Personal Financial Services business.Act as a gatekeeper for outbound digital communication.
Dec 2023 - Mar 2024
Chief Trading Officer
I-Access Investors Limited
Focused on improving efficiency and automation, risk management, and proprietary portfolio optimization.
Jan 2021 - May 2022
Chief Customer Officer
I-Access Investors Limited
Managed client services, introduced social communication channels, handled complaints, and enhanced online presence.
Jan 2021 - May 2021
Senior Manager
Managed settlement operations, improved efficiency, managed client asset, negotiated rental costs, established documents centralization and introduced new services.
May 2017 - Dec 2020
Various Team Leading Roles
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.
Jan 2013 - Apr 2017
Officer
Managed branch operations, call center operations, client onboarding, customer services, corporate finance development and marketing events.
Apr 2009 - Dec 2012
2 education records
Yuk Lun Kwan education
Master Of Science (Msc), Finance
Bachelor Of Arts (Ba), Language And Translation
FAQ
Frequently asked questions about Yuk Lun Kwan
Quick answers generated from the profile data available on this page.
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 Webull Securities (Canada) Limited?
Yuk Lun Kwan is listed as Fintech Professional at Webull Securities (Canada) Limited.
Where is Yuk Lun Kwan based?
Yuk Lun Kwan is based in Toronto, Ontario, Canada while working with Webull Securities (Canada) Limited.
What companies has Yuk Lun Kwan worked for?
Yuk Lun Kwan has worked for Webull Securities (Canada) Limited, Hsbc Investdirect, I-Access Investors Limited, and I-Access Group.
How can I contact Yuk Lun Kwan?
You can use AeroLeads to view verified contact signals for Yuk Lun Kwan at Webull Securities (Canada) Limited, including work email, phone, and LinkedIn data when available.
What schools did Yuk Lun Kwan attend?
Yuk Lun Kwan holds Master Of Science (Msc), Finance from City University Of Hong Kong.
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