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
undefinedTimeline
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
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