Chiu Yat (Trey) Chau
Institutional Equity Sales
1 May Rd, Mid-level,,Hong Kong
Summary
Experienced institutional sales at developing new prospects and accounts, and managing clients' relationships to achieve sales goals. Demonstrated talent for providing financial services to wide range of clients by studying market conditions to advise on investment decisions. Poised and highly knowledgeable with talent for maintaining friendly demeanor and explaining details when advising clients.
Overview
5
5
years of professional experience
Work History
Associate
China International Capital Corporation
02.2022 - Current
- First point of contact for clients trades and build relationships with clients, focusing on foreign equity long only and hedge funds.
- Increased customer satisfaction by resolving complex issues and providing exceptional service at all times.
- Established strong relationships with key tier clients, facilitating effective communication across departments and teams.
- Played an integral role in launching successful IPO projects by fulfilling client's demand and coordinating tasks among team members closely to established timelines and budgets.
- Developed and implemented strategies to increase customer satisfaction and engagement. Prepare updates on news and market events for clients and team members.
Fund Analyst
China International Capital Corporation
01.2020 - 01.2021
- Evaluated China based mutual funds and hedge funds by using analytical metric. Provided institutional clients with thorough FOF solutions based on clients' risk premium, funds' strategy and overall performance.
- Enhanced FOF portfolio diversification by selecting funds across a variety of strategies such as fundamental, market neutral, CTA etc.
- Streamlined the fund''s reporting process to provide timely and accurate updates on portfolio holdings, performance metrics, and key risks.
- Collaborated with the portfolio manager to develop a comprehensive investment strategy that consistently outperformed benchmark indices.
Education
Master of Public Administration - International Economics & Trades
Columbia University
New York02.2019
Bachelor of Arts - Finance
Ohio State University
Columbus07.2017
Skills
Portfolio Management
Financial Market Knowledge
Microsoft Excel
Investment strategies
Fund Selection
Effective Communication
Accomplishments
- Business Development - Initiated and maintained two key client relationships which resulted in +50% YoY account revenue growth.
- Brought in 12 new clients (ranging from hedge funds, asset management, family office and high net-worth individual) to open account and trade equities and structured products.
- Collaborated with Investment Banking team in 12 companies' Hong Kong IPOs and helped clients to allocate their demand and position.
- Achieved client's goal of investment return through FOF resolution.
Languages
Chinese (Mandarin)
Native language
Chinese (Cantonese)
Proficient
C2
English
Proficient
C2
Timeline
Associate
China International Capital Corporation
02.2022 - Current
Fund Analyst
China International Capital Corporation
01.2020 - 01.2021
Master of Public Administration - International Economics & Trades
Columbia University
Bachelor of Arts - Finance
Ohio State University
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