Charles Lee

Charles Lee is the Head of Customer Service at SoFi Hong Kong, bringing extensive experience in customer service and operations roles from companies like SBI FX CO., LIMITED (BYFIN) and Etrade Financial. Charles's expertise includes leading and developing customer service teams, handling customer onboarding processes, and overseeing client journey cycles. Charles has a background in securities trading and investment consulting, having provided market updates and investment recommendations to both corporate and retail clients. Charles holds a Master of Science in Investment Management from The Hong Kong University of Science and Technology.