Pui Lee
Project Consultant | Private Wealth Management@ Huatai Financial Holdings (Hong Kong) Limited
Hong Kong
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Pui Lee is a highly experienced professional with 26.3 years of work experience in the equities and banking industry. Currently, he is working as a Project Consultant at Huatai Financial Holdings (Hong Kong) Limited, where he is responsible for driving the implementation of a fully integrated front to back digital banking system for PWMR. With a strong background in global markets, Pui has held key positions at HSBC and Citigroup, where he excelled in business management and project management. He is also skilled in risk management, derivatives, and investment banking. Pui Lee is based in Hong Kong.
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Emails and Phone Numbers

@htsc.com
+852 365860****
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About

Currently working in Huatai Financial Holdings (Hong Kong) Limited as the Project Consultant of Private Wealth Management and Retail Brokerage (“PWMR”) business. I’m responsible for driving the implementation of a fully integrated front to back digital banking system for PWMR. I had almost 20 years of experience in global markets of investment banking industry and I had been the Business Manager of Asia Equities in HSBC and Citigroup for eight years. I have excellent product knowledge of equity products and very familiar with the operational processes of global equity markets. I also have extensive experience across areas including business management, project and change management on new initiatives and infrastructural changes, business and budget planning, review and mitigate both the operational and process risks and various daily trading issues, etc.

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Work Experience

62/F, Central, Hong Kong, 999077, CN

Financial Services

431
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Pui Lee's Professional Milestones

  • Asia Equities Business Manager (2011-04-01~2015-04-01): Expanding global market share by securing new Asian assets within the next six years.
  • Analyst To Head Of Pan Asia Cash Equities Product Control (1997-06-01~2007-04-01): Streamlined product control processes, improving efficiency and profitability for pan-asia cash equities products.
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