Position: Senior Wealth Operations Associate

Phone: +852 3468 8880

Email: celia.lam@leowealth.com

Linkedin: View Page

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Operations

Celia Lam is a Senior Wealth Operations Associate at Leo Wealth, an independent global wealth advisor. Based in Hong Kong, Celia is a member of the Client Services team and is responsible for wealth management operations, compliance, and training.

Prior to Leo Wealth, Celia was a Senior Coordinator, Office Services and Operations team at Capital Group, a renowned US asset management company specializing in long term investments and mutual funds. Previously, she built and led the operations team at Capstone Financial, specializing in insurance and wealth management advisory to Hong Kong and UK expatriate clientele.

Celia is from Canada. She earned a Bachelor’s of Science at the University of Saskatchewan and studied International HR Management at Cornell University.