Ivan Leung
About Ivan Leung
Ivan Leung is a Client Onboarding Specialist with extensive experience in compliance and risk advisory roles. He has worked at various organizations, including HSBC and BDO Limited, and currently serves at 瑞銀環球資產管理, where he focuses on client onboarding and advisory services.
Current Role at UBS
Ivan Leung serves as a Client Onboarding Specialist at 瑞銀環球資產管理 since 2018. In this role, he focuses on facilitating the onboarding process for clients, ensuring compliance with regulatory requirements. He designs training materials that address complex account structures, including personal holding companies, trusts, and foundations. His responsibilities also include providing advisory services to Front-Office staff, addressing client onboarding inquiries, and ensuring effective communication throughout the onboarding process.
Previous Experience at HSBC
Ivan Leung worked at HSBC as a Compliance Specialist for a period of four months in 2017. During his time there, he gained experience in compliance-related tasks, contributing to the bank's adherence to regulatory standards. This role provided him with insights into the compliance landscape within the financial services sector.
Internships at BDO Limited
Ivan Leung completed multiple internships at BDO Limited. He served as an Intern in Risk Advisory Services for a total of three months in 2014 and also worked as an Intern in Specialist Advisory Services for one month in 2013. These internships allowed him to develop foundational skills in risk assessment and advisory services, enhancing his understanding of the financial advisory landscape.
Education and Expertise
Ivan Leung studied at City University of Hong Kong, where he earned a Bachelor’s Degree in Finance from 2013 to 2017. His academic background in finance has equipped him with the necessary knowledge and skills to navigate the complexities of financial services and client onboarding processes.
Role at IKEA Group
Ivan Leung interned at IKEA Group as an Intern in Business Navigation from 2016 to 2017 for ten months. In this role, he gained valuable experience in business operations and navigation, contributing to his overall understanding of corporate environments and operational strategies.