Alice Fong
About Alice Fong
Alice Fong is a Client Onboarding Associate at UBS in Hong Kong, where she has worked since 2019. With a background in finance and client services, she has held various roles in the banking sector, including positions at IBM, ANZ, and Macquarie Group.
Work at UBS
Alice Fong has been employed at UBS as a Client Onboarding Associate since 2019. In this role, she specializes in client onboarding processes within the investment banking sector. Her experience at UBS spans five years, during which she has contributed to enhancing client experiences and streamlining onboarding procedures in Hong Kong.
Previous Employment Experience
Prior to her role at UBS, Alice Fong held several positions in the finance sector. She worked at IBM as a Senior Fund Associate from 2008 to 2010 in Sydney, Australia. Following this, she joined ANZ as a Senior Securities Services Associate, where she worked for eight years from 2010 to 2018, also in Sydney. Additionally, she briefly worked at Macquarie Group as a Broking Operational Associate in 2010 and at Lenovo as a Finance Analyst for one month in the same year.
Education and Expertise
Alice Fong studied at the University of Technology Sydney, where she earned a Bachelor of Business with a focus on Finance and Information Technology from 2000 to 2003. She furthered her education at Kaplan Professional, achieving RG 146 in Financial Planning and Services. Additionally, she studied at the CFA Institute and completed Level 1 of the CFA program. Her expertise includes client onboarding processes and financial analysis.
Multilingual Skills
Alice Fong possesses multilingual skills, being proficient in English, Mandarin, and Cantonese. This language proficiency enhances her ability to communicate effectively with a diverse client base in the banking and finance industry.
Technical Skills
Alice Fong has a strong background in utilizing Microsoft Excel and Microsoft Office for financial analysis and reporting. Her technical skills support her work in client onboarding and contribute to her ability to provide excellent customer service in the finance sector.