Hong Kong SAR
Over 10 years’ experience in a fintech investment platform business In-depth understanding in online investment platform business, including compliance, operations and business flow. Managing Fundsupermart.com (FSM) platform , an online investment platform for funds, bonds, stocks, ETFs and Managed Portfolios. Responsible for business P&L, strategized the sales and marketing, and oversee the dealing and in-house research team Strong research and products knowledge with extensive media exposure on TV and other media
As part of the treasury team, we are responsible for building the resilient treasury frameworks that ensure liquidity, manage risk, and drive profitability in our fast-paced fintech environment.
Fundsupermart.com (FSM) is an online one-stop investment platform in HK. FSM offers varies investment products such as funds, bonds, discretionary portfolios, stocks and etfs. The business unit owner and responsible for P&L, formulate business strategies and direction for the team to achieve business target A member of the Product On Board Committee for product screening A member of the Investment Committee for making investment decision for in house discretionary accounts and approve the asset allocation proposal by the portfolio team Oversee in-house sales, marketing, design, research and content professionals to generate markets and investment related publication and analysis
Manage and supervise HK and Malaysia research team Supervise the Fund Manager and Product due diligence process conducted by the research team. Perform Macroeconomic analysis and wrote research/school articles posted on fundsupermart.com website and magazine Presentations in seminar for retail investors, and Independent Financial Advisor