Ivy Lu Email
APAC Client Onboarding Management - Vice President @ J.P. Morgan Asset Management
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Ivy Lu Location
- Macquarie Park, NSW, AU
Ivy Lu Work
- APAC Client Onboarding Management - Vice President @ (March 2026 - Present)
- Business Operations Director @ (February 2024 - March 2026)
- Business Operations Manager @ (March 2022 - February 2024)
- Client Service Manager @ (July 2019 - March 2022)
- Wealth Manager @ (January 2018 - July 2019)
- Senior Dealer and Market Analyst @ (July 2017 - January 2018)
- Dealer and Market Analyst @ (June 2016 - July 2017)
- Business Development Manager @ (April 2014 - June 2016)
Ivy Lu Education
- University of Sydney
Bachelor of Commerce - BCom (Accounting and Finance)
2013-2016 - UCLA
PSYCHOLOGY
2015-2015
Ivy Lu Skills
- Attention to Detail
- Business Relationship Management
- Change Management
- Client Relations
- Client Services
- Communication
- Customer Service
- Data Analysis
- Leadership
- Managed Funds
- Management
- Market Research
- Marketing
- Microsoft Excel
- Microsoft Office
- Microsoft Word
- PowerPoint
- Private Equity
- Problem Solving
- Project Delivery
- Project Management
- Public Speaking
- Research
- Risk Management
- Sales
- Social Media
- Stakeholder Management
- Strategy
- Team Leadership
- Teamwork
- Venture Capital
Ivy Lu Summary
- Ivy Lu, based in Macquarie Park, NSW, AU, is currently a APAC Client Onboarding Management - Vice President at J.P. Morgan Asset Management. Ivy Lu brings experience from previous roles at MA Financial Group and BMYG. Ivy Lu holds a 2013 - 2016 Bachelor of Commerce - BCom in Accounting and Finance @ University of Sydney. With a robust skill set that includes Attention to Detail, Business Relationship Management, Change Management, Client Relations, Client Services and more. Ivy Lu has 2 emails on RocketReach.
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