Open to opportunities

Ying Lu

@yinglu

Customer relations leader in fintech, delivering APAC trading platform growth and localized solutions for brokers and clients.

China

Message

What I'm looking for

I’m looking for a role where I can lead customer-facing growth in fintech—pairing strong product localization and trading domain knowledge with team leadership, partner management, and one-stop solution delivery for APAC customers.

I’m a Head of APAC Customer Relations and team leader in fintech, focused on helping brokers and financial service companies launch and grow with trading platforms. I’m known for turning customer needs into high-impact sales and delivery outcomes.

At Leverate Technological Trading Ltd., I managed APAC customer relations and led account managers, while partnering with referral partners/resellers across Southeast Asia. I worked closely with Israeli tech teams to localize product offerings—covering multiple languages translations and trading platform functionalities—while shaping features and onboarding for Asian markets.

I provided services building trading platforms for 200+ CFD brokers/PropTrading Firms/financial service companies end-to-end, achieving total revenue over $30m. I also built relationships with third parties to deliver one-stop solutions, including PSP, CRM, and liquidity support.

Before that, I handled customer service and back-office operations at ForexTime(FXTM) and IronFX Global, including live chat/phone/email support, MTTrading platform assistance, CRM updates, account opening/amendments, and compliance checks. Earlier experience included wealth management sales at Citibank Citigold and corporate travel consulting at Ctrip, where I consistently exceeded targets and delivered tailored solutions.

Experience

Work history, roles, and key accomplishments

Head of APAC Customer Relations

Leverate Technological Trading Ltd

Sep 2017 - Feb 2025 (7 years 5 months)

Led APAC customer relations and managed customer, CS, and APAC marketing delivery while working with Israeli tech teams to localize trading platforms across multiple languages and product functionalities. Built services for 200+ CFD brokers/prop trading firms, achieving $30M+ total revenue, and managed APAC budgets, recruitment, and bi-weekly reporting.

Team Leadership Trading Platform Localization CFD FX Product Knowledge Project Management CRM Management PSP CRM Liquidity Solutions Budgeting

Team Leader, Account Managers

Leverate Technological Trading Ltd

Nov 2016 - Sep 2017 (10 months)

Managed account managers and coordinated with the CS and APAC marketing teams to support client growth. Explored business opportunities with Southeast Asia referral partners/resellers and supported localization projects for trading instruments and platform functionality.

Account Management Leadership Customer Service Coordination Referral Partners Localization Project Support Stakeholder Management

Account Manager

Leverate Technological Trading Ltd

Mar 2016 - Nov 2016 (8 months)

Supported account management activities and collaborated with Israeli tech teams on product localization initiatives, including multi-language translations and trading platform features. Helped identify and pursue business opportunities with regional referral partners and resellers across Southeast Asia.

Account Management Trading Platform Localization Trading Instruments Knowledge Project Coordination Customer Relationship Management

Customer Service (FXTM)

ForexTime (FXTM)

Mar 2015 - Jan 2016 (10 months)

Assisted global clients via live chat, phone, and email, including support on the MTTrading platform and funding workflows. Updated CRM records, supported account opening/amendments, and completed compliance checks while escalating to other departments as needed.

Customer Support Live Chat Support Phone Support MTTrading Platform Support Funding Operations Account Opening Amendments Compliance

Back Office Administrator

IronFX Global

Feb 2014 - Feb 2015 (1 year)

Provided client support through live chat and phone while coordinating with other departments when required. Handled funding-related tasks, maintained CRM database updates, supported account opening/amendments, and performed compliance checks.

Back Office Operations client support Support Account Opening Amendments Compliance

Citigold Associate

Citibank

Jun 2011 - Nov 2013 (2 years 5 months)

Recommended wealth management products aligned to customer needs and delivered consistently high-quality service to top clients. Monitored markets and client feedback to inform recommendations and exceeded monthly sales goals.

Wealth Management Product Advisory Sales Performance Customer Service Relationship Management

Onsite Travel Consultant

Ctrip

Aug 2008 - Dec 2010 (2 years 4 months)

Managed corporate business travel for a company account (Timken), designing travel plans to meet client needs. Produced monthly reports to review performance metrics, adjust planning, and maintain strong client relationships.

Corporate Travel Client Relationship Management Performance Tracking Customer Service