Chan Wai Cheong Andrew
Banking And Finance
Hong Kong
Summary
Experienced financial practitioner with over 35 years' experience in financial industry, excel in foreign exchange and securities businesses. I love my career and eager to take on new challenges. I have registered as HKMA Relevant Individual and TMA Associate Member, with inactive SFC licences in dealing with various regulated activities ( RA1, RA2, RA3 and RA9 ).
Overview
36
36
years of professional experience
Work History
Business Consultant
AGPS
Hong Kong
08.2023 - 03.2024
- Receives the clients enquiries
- Build up the clients ( Investors and Sellers ) relationship
- Match our investors to acquire those appropriate businesses they wanted
- Assist our sellers to sell theirs business to the right investors
- Manage and follow the company prudent working process
Associate Director
The Bank Of China ( Hong Kong )
Hong Kong
12.2022 - 05.2023
- Reconciliation the positions daily
- Quote the indication pricing to IC or RM ( options, swaps deposit, FCN and etc. )
- Place and execute the RM orders to Global Market ( FX Options, Swaps Deposit, FCN, Equity Options and etc. )
- Input the deals into the Murex
- Assist RM to complete their deals through our bank trading platform
- Counter check the deals through Murex against Triple A system
- Recording the RM's deals into the blotters
- Prepare the reports to management daily
Senior FX Dealer ( Night Shift )
The Bank Of East Asia Limited ( Hong Kong )
Hong Kong
09.2017 - 12.2022
- Focus on G7 currencies and their crosses achieving my financial budget
- Quote the FX pricing to our PB clients
- Quote the FX and Bullion pricing to margin clients
- Provide enquiries for PB and margin clients
- Monitor and execute the bank and clients ( PB and Margin ) FX and bullion positions
- Monitor margin clients' margin level and take action ( margin call or force liquidation ) if needed
- Execute our traders orders and phone call deals
- Monitor the trading system
- Prepare the Daily Profit and Loss Statement ( Department and Division Head )
Analyst
Guotai Junan Securities ( Hong Kong ) Limited
Hong Kong
08.2013 - 08.2017
- Provide pricing to our margin clients
- Monitor and execute the margin clients FX orders
- Monitor the margin clients' margin level and take action ( margin call or margin cut ) if needed
- Provide the main economic data to our margin clients daily
- Prepare and rollover our company outstanding positions daily
- Prepare the Profit and Loss Statement to Management
- Support the Futures Department during their conference ( in Mainland China ) if needed
Assistant Vice President of Integrated Sales Depa
Guotai Junan Securities ( Hong Kong ) Limited
Hong Kong
04.2012 - 07.2013
- Provide training to the fresh and green market practitioners
- Share the market insight to our clients and colleagues
- Assist VP daily operations
Assistant Vice President of Integrated Sales Divi
Masterlink Securities (Hong Kong ) Corporation Lim
Hong Kong
08.2011 - 04.2012
- Prepare training to our teams members
- Provide market news and flows to our clients and colleagues
- Assist VP daily operations
Assistant Vice President
CNI Securities Group Limited
Hong Kong
04.2011 - 07.2011
- Provide training to our team mates
- Prepare and share the market news and flows to our clients and colleagues
- Assist VP daily operations
Sales Representative
Upbest Securities Company Limited
Hong Kong
10.2009 - 03.2011
- Monitor and execute the clients orders and call deals
- Provide market news and flow to my clients
Manager ( Night Shift Dealer )
DBS Bank ( Hong Kong ) Limited
Hong Kong
06.1995 - 11.2008
- Achieve my personal financial budget
- Quote the FX pricing to PB and margin clients
- Monitor and execute the bank FX position and orders ( PB and margin clients )
- Execute our traders call deals and orders
Assistant Officer ( Night Shift Assistant Dealer )
The Bank Of East Asia Limited ( Hong Kong )
Hong Kong
09.1991 - 10.1992
- Quote FX prices to margin clients
- Monitor and execute the margin clients FX orders
- Provide enquiries for our margin clients
- Prepare the daily economic data to our clients
Customer Service Officer
Malahon Financial Services Limited
Hong Kong
05.1989 - 09.1991
- Quote the FX and Bullion pricing to our clients
- Monitor and execute the clients FX and Bullion orders
- Monitor the margin level of our margin clients and take action ( margin call or margin cut ) if needed
- Provide market economic data daily
Dealer
Standard Equities Limited Standard Bullion
Hong Kong
07.1988 - 03.1989
- Quote FX and Bullion pricing to margin clients and sales
- Monitor and execute the FX and Bullion call deals and orders
- Monitor clients margin level and take action ( margin call or margin cut ) if needed
- Provide enquiries for margin clients and Account Executives
Education
No Degree - Asset Management
HONG KONG SECURITIES INSTITUE
Hong Kong 04.2001 -
No Degree - Derivatives
HONG KONG SECURITIES INSTITUE
Hong Kong 04.2001 -
No Degree - Securities
HONG KONG SECURITIES INSTITUTE
Hong Kong 04.2001 -
No Degree - Derivatives
HONG KONG SECURITIES INSTITUE
Hong Kong 04.2001 -
No Degree - Asset Management
HONG KONG SECURITIES INSTITUE
Hong Kong 04.2001 -
No Degree - Securities
HONG KONG SECURITIES INSTITUE
Hong Kong 04.2001 -
No Degree - Accounting & Finance
Canberra Institute of Technology
Australia 04.2001 -
No Degree - Language And Study Techniques
A.C.T. Institute of Technical And Further Educatio
Australia 04.2001 -
No Degree - A Level
Pooi Tun Secondary School
Kowloon, Hong Kong 04.2001 -
No Degree - Diploma in Supervisory Management ( Year 1 )
Chai Wan Technical Institute
Hong Kong 04.2001 -
Skills
Order Management
Trading strategies
Portfolio Management
Technical Analysis
Financial Instruments
Economic indicators
Fundamental Analysis
Margin Calculations
Currency Pair Knowledge
Foreign Exchange Trading
Market Trends Analysis
Trading Strategization
Timeline
Business Consultant
AGPS
08.2023 - 03.2024
Associate Director
The Bank Of China ( Hong Kong )
12.2022 - 05.2023
Senior FX Dealer ( Night Shift )
The Bank Of East Asia Limited ( Hong Kong )
09.2017 - 12.2022
Analyst
Guotai Junan Securities ( Hong Kong ) Limited
08.2013 - 08.2017
Assistant Vice President of Integrated Sales Depa
Guotai Junan Securities ( Hong Kong ) Limited
04.2012 - 07.2013
Assistant Vice President of Integrated Sales Divi
Masterlink Securities (Hong Kong ) Corporation Lim
08.2011 - 04.2012
Assistant Vice President
CNI Securities Group Limited
04.2011 - 07.2011
Sales Representative
Upbest Securities Company Limited
10.2009 - 03.2011
No Degree - Asset Management
HONG KONG SECURITIES INSTITUE
04.2001 -
No Degree - Derivatives
HONG KONG SECURITIES INSTITUE
04.2001 -
No Degree - Securities
HONG KONG SECURITIES INSTITUTE
04.2001 -
No Degree - Derivatives
HONG KONG SECURITIES INSTITUE
04.2001 -
No Degree - Asset Management
HONG KONG SECURITIES INSTITUE
04.2001 -
No Degree - Securities
HONG KONG SECURITIES INSTITUE
04.2001 -
No Degree - Accounting & Finance
Canberra Institute of Technology
04.2001 -
No Degree - Language And Study Techniques
A.C.T. Institute of Technical And Further Educatio
04.2001 -
No Degree - A Level
Pooi Tun Secondary School
04.2001 -
No Degree - Diploma in Supervisory Management ( Year 1 )
Chai Wan Technical Institute
04.2001 -
Manager ( Night Shift Dealer )
DBS Bank ( Hong Kong ) Limited
06.1995 - 11.2008
Assistant Officer ( Night Shift Assistant Dealer )
The Bank Of East Asia Limited ( Hong Kong )
09.1991 - 10.1992
Customer Service Officer
Malahon Financial Services Limited
05.1989 - 09.1991
Dealer
Standard Equities Limited Standard Bullion
07.1988 - 03.1989