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I’m a very experienced HK investment banker and I really want a managerial job: REVIEW MY RESUME

“I am a seasoned banker in treasury and FX, and I used to be the top dealer at a major US Bank. I have been in a management role (mainly treasury) for more than 10 years. I’m now looking for a managerial role in a medium to small-sized bank because I know that, given my age, it won’t be easy for me to find work at a major firm. I am especially interested in banks (perhaps PRC banks) which want to open new offices in Hong Kong or Singapore. I am good at running branches and global markets teams.”

Can he achieve his aims? Review his CV and leave your comments below.


Goal and result-oriented seasoned banker with good experience and knowledge in treasury, capital, FX markets and banking operation. Good at leadership, team building, portfolio management, strategic planning and interpersonal skills.


Manage own investment portfolio (08/09 till now)

Small Hong Kong-based bank (10/08 till 07/09)

Director & Alternate CEO

· Lead the company and managed all HK business (Treasury, securities and wealth management)

The same small Hong Kong-based bank (11/03 till 09/08)

Group Treasurer

· Lead the company and managed all HK business (Treasury, securities and wealth management)

· Managed Group’s liquidity, investment portfolio, Treasury business including securities, FX and precious metal (margin and spot) dealing and retail banking

· Advised the Group’s liquidity & investment strategies

· Provided strategic advice for wealth management dept to nurture clients’ relationship

Asian-headquartered bank (08/02 to 04/03)

Treasurer, Senior VP

· Set up the Treasury Department (margin FX, M/M and Marketing)

· Advised liquidity & investment strategies.

Manage own investment portfolio (03/01 to 07/02)

Medium-sized European bank, Singapore (03/98 to 01/ 01)

Deputy Regional Head-FX & Option (Asia)

· Managed Singapore’s FX, Forward, Futures & Option business (12 dealers) and assisted Regional Head to run 4 Asian centers (HK, Singapore, Sydney & Tokyo)

· Turning Singapore’s FX business from loss to profit (97 loss of US$ 3 mio, 2000 profit of US$ 6 mio)

· Running the Global Option Book in Singapore with good result

· Achieved better co-ordination among the centers in terms of information flow, revenue and team work

· Provided strategic advice to clients, nurtured their relationship and worked with Regional Sales manager to develop Institutional client business

Bulge bracket US investment bank, Hong Kong (08/92 to 01/98)

Head of Trading and Sales, Vice President and also Deputy of the Treasurer

· Supervised a team of 25 dealers (spot, forward, swap, option, futures, bonds, money market and marketing)

· Active involvement in strategic planning, team building, client relationship nurturing, risk management & dealing

· Strategic position taking for cash, futures, FX, option and interest rate and managed to make US $3-3.5 million per year myself consistently and bank was ranked as one of the best team in HK

· Named as one of the best Yen portfolio trader outside Tokyo by a financial sector magazine

· Worked closely with the Sales manager for strategic planning and implementation and provided strategic advice to clients

The same bulge bracket US investment bank, Hong Kong and Singapore (01/81 to 07/92)

Vice President, Deputy Chief of the whole trading team

· Managed yen portfolio, best trader of the team

· Transferred to the Singapore office to train up young dealers from 08/1985 to 01/87 and took up Yen portfolio and promoted to Deputy Chief when back to HK

· Rotated in different desks like HK$, Spot sterling, Swiss Franc,Deutsche mark and Yen, Forward and Money Market.

Bond brokerage firm, Hong Kong (07/80 to 12/80)

M/M and FX broker

Foreign exchange firm, Hong Hong (07/79 to 06/80)

Junior Dealer in Money Market, FX and bullion


· Pass in Insurance Intermediaries Qualifying Examination: Paper I & III

· Pass in HKSI Licensing Examination Paper 1,7,8


A University in Hong Kong (1976- 1979)

· B.Soc.Sc (2nd class Honor, Division “1”)

If you’d like to submit your own CV for review on eFinancialCareers in Asia (we’ll make it anonymous before publication), please email apac.editor@efinancialcareers.com. But please only get in touch if you already have experience in the financial service sector and are currently based in one of the three countries we cover: Singapore, Hong Kong and China. No CVs from anywhere else please.

Comments (1)

  1. I am keen

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