Hong Kong, Hong Kong SAR
Proactive, studious and perseverant graduate from HKU with working experience in investment banking and consulting. Best effort devoted with quality and punctuality as key. A quick learner gravitating towards financial sectors.
- Mainly supporting clients with their FX and Rates needs - Serving and covering 20+ clients, mainly Hong Kong Financial Institutions, Hong Kong Office of the Multinational Corporations, Taiwan Corporations and Taiwan Financial Institutions
Technology Strategy & Transformation (FinTech) - Client Works: Stream Lead in Core Banking Modernisation Project, Tokenised Deposit and Stablecoin Study
- Banking Project Experience (PBWM, CIB, Retail Bank): Mergers and Acquisitions (M&A), Operation Transformation, Target Operating Model, Core Banking Platform Implementation, Operation Support, Product Due Diligence - Internal: Blockchain & Digital Assets, CIB offerings, PBWM offerings, Robotic Process Automation (RPA), Regulations
Prepared market updates, prepared summary for new issues, managed the quotation for CD/MTN, designed three excel models (for P&L, monitoring traders' axes and matching sales requests)
Provided daily market update, prepared pitchbook for new products, provided daily trade ideas for the team, summarised clients’, traders' and research team's opinions
Prepared pitching materials, calculated yield and payoff of products, conducted market analysis and customers' analysis