William Cheung
About William Cheung
William Cheung is an Account Representative at TD Ameritrade in Hong Kong, with a background in finance and business education from multiple institutions. He has experience in client management, operations, and personal finance.
Company
William Cheung currently works as an Account Representative at TD Ameritrade in Hong Kong. His tenure at the company began in 2018. During his time at TD Ameritrade, he has managed the full cycle of client onboarding and has been instrumental in retaining top-tier clients. Prior to this, he worked as an Operations Associate at FXCM from 2017 to 2018.
Previous Employment
William Cheung has an extensive career history, having worked in various roles across different industries. Before his current role at TD Ameritrade, he was an Operations Associate at FXCM from 2017 to 2018. Earlier, he also gained experience as a Summer Intern in the Personal Finance Department at the Bank of China in Chongqing City, China in 2015. Additionally, he worked part-time as a Lifestyle Concierge at International SOS from 2014 to 2015 in Hong Kong.
Education and Expertise
William Cheung boasts a rather diverse educational background. He earned his Bachelor of Business Administration (B.B.A.) in Finance from the City University of Hong Kong in 2017. He also participated in a student exchange program at Jönköping University where he studied Business in 2016. In 2017, he attended the University of Cape Town for a Social Entrepreneurship program and achieved the SHAWCO program certification. His earlier education includes a focus on Economics and Business, Accounting, and Financial Studies (B.A.F.S) from Chiu Lut Sau Memorial Secondary School, completed in 2013.
Client Management
As an Account Representative at TD Ameritrade, William Cheung has been highly effective in client management. He has played a significant role in retaining over 70% of top-tier clients during the drawdown of TD Ameritrade's Hong Kong operations. He is responsible for both client-facing and fully electronic account opening processes, ensuring a seamless experience for clients during onboarding.
Client Education
William Cheung is well-versed in educating clients on various aspects of trading and product knowledge. He provides detailed information on options, spreads, futures, margin requirements, and the usage of the trading platform 'thinkorswim'. His expertise ensures clients are well-informed and capable of making educated trading decisions.