Alison L.
About Alison L.
Alison L. is an Assistant Vice President at HSBC in Hong Kong, where she has worked since 2017. She holds a Bachelor's Degree in Finance and Business Administration from the University of Washington and is proficient in various trading platforms and financial operations.
Work at HSBC
Alison L. has been serving as Assistant Vice President at HSBC since 2017. In this role, she has accumulated seven years of experience in the financial sector while based in Hong Kong. Her responsibilities include overseeing various financial operations and managing client relationships. Her tenure at HSBC reflects her commitment to the banking industry and her expertise in financial services.
Education and Expertise
Alison L. holds a Bachelor’s Degree in Finance and Business Administration from the University of Washington, where she studied from 2011 to 2013. Prior to that, she earned an Associate’s Degree in Business Administration from Centralia College, completing her studies from 2008 to 2011. Her educational background provides her with a solid foundation in financial principles and business management.
Professional Qualifications
Alison L. has passed several professional examinations that enhance her qualifications in the financial industry. She passed the Licensing Examination for Securities and Futures Intermediaries in 2013 and holds RA1 and RA2 licenses for dealing in securities and futures contracts since 2016. Additionally, she completed the Mandatory Provident Fund Schemes Examination between 2012 and 2014 and passed the Insurance Intermediaries Qualifying Examination, covering multiple areas of insurance.
Previous Work Experience
Before her current role at HSBC, Alison L. worked at OCBC Bank as an Assistant Relationship Manager in Commercial Banking for four months in 2017. She also served as an Executive Relationship Manager at Kirin Financial Group from 2015 to 2016. These positions contributed to her experience in client management and financial services.
Technical Skills
Alison L. is proficient in various trading platforms, including SP Trader, J-Trader, E-Sunny, Ayers, and MetaTrader 4. She also has experience using Bloomberg Terminal, SP Admin, and SP Clearing for financial operations. Her technical skills support her ability to navigate complex financial environments and enhance her service delivery to clients.