Kelvin Wu
About Kelvin Wu
Kelvin Wu is a Business Management Support professional specializing in Platform Management at HSBC Private Bank, where he has worked since 2015. He has a background in business analysis and has held positions at Coutts, J.P. Morgan, and RBC Investor & Treasury Services.
Current Role at HSBC Private Bank
Kelvin Wu has been working at HSBC Private Bank since 2015, holding the position of Business Management Support in Platform Management. In this role, he provides business analysis and support specifically to the Relationship Management Teams. His responsibilities include monitoring front line transaction execution and account activities to ensure efficient management. Additionally, he has implemented internal controls to align with the bank's risk appetite and regulatory requirements.
Previous Experience at Coutts
Before joining HSBC, Kelvin Wu worked at Coutts as a Business Analyst for a period of five months in 2015 in Hong Kong. During his time at Coutts, he contributed to various projects and initiatives, gaining valuable experience in the financial services sector.
Experience at J.P. Morgan
Kelvin Wu worked at J.P. Morgan as a Unit Trust Administrator from 2014 to 2015 for eight months in Hong Kong. His role involved managing unit trust transactions and providing administrative support, which further developed his expertise in financial operations.
Background at RBC Investor & Treasury Services
Prior to his role at J.P. Morgan, Kelvin Wu was employed at RBC Investor & Treasury Services as an Administrator in Shareholder Services. He worked there for nine months from 2013 to 2014, where he gained experience in managing shareholder transactions and services.
Education in Accounting and Finance
Kelvin Wu studied at The Hong Kong University of Science and Technology, where he earned a Bachelor of Business Administration (BBA) degree in Accounting and Finance. His studies spanned from 2008 to 2012, providing him with a solid foundation in business principles and financial management.