201491 Chan Chi Hei Andrew | | | | ------------,

Job852.com | English

Chan Chi Hei Andrew [ ID503 ]

: : 33

: : 20000-25000

: / :

: 11-15 : 20140901

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Dear Sir/Madam,

I am registered to Career852.com to submit applications for any suitable positions.

For your brief information, I possess experience from insurance company and corporate banks (corporate banking). The reason I

am considering a change is I want to lead a successful career in business development, I believe my previous experience could

give me good reference.

Dated back 2005, I was serving as a corporate finance intern for the MTRC Hong Kong. I accumulated certain experience in financial

modeling and industry research. I acquired a full-time MBA in 2006.

With good personal relationships with some business owners in HK, I believe these add to my attributes for contributing myself to

my Employer.

As a good team player with excellent problem solving skills; Fluent in Mandarin, English and Cantonese. Detailed and result-

oriented personality

with strong background in finance. Well versed in SPSS statistical tools and DCF valuation. I possess relevant experience in wealth

management services (JPMorgan 2007-2009, AIA 2010-2011, GMF Ltd. 2012), I wish my capabilities will be applicable to the

position that I am applying to.

Please find my attached CV for your kind consideration. Salary is negotiable.

Best wishes,

Andrew Chan

+852 96978328

Chinese University of Hong Kong MBA (Finance and Marketing)

2004-2006 The Chinese University of Hong Kong

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201491 Chan Chi Hei Andrew | | | | ------------,

- MBA (Finance and Marketing)

Aug 2005-Jan 2006 National University of Singapore Business School

- MBA (Student Exchange Program)

2000-2003 Hong Kong University of Science and Technology

- BBA (Hons) Information Systems

1993-2000 St. Josephs College, Hong Kong

- Elite Stream (Mathematics major)

Language: English (Fluent), Cantonese (Native), Mandarin (Native), Malay (Basic)

Financial Analysis skill: Bloomberg Professional terminal; Excel modeling; VBA

IT Literacy: Web-designing, SPSS, Photoshop, Flash, Publisher, Lotus Note, Oracle, CISCO, MAC OS, Visio

Achievements
1999 Chiu Wai Sang Scholarship (Top 1% in form)
Second Runner-up - 13th Hong Kong Investment Simulation Competition
Global Semi-finalist - L'Oreal e-Strat Challenge 2005 (Ranked 3rd in HK region)
Finalist - Booz Allen Hamilton Social Venture Business Plan Competition 2005

Dec 11 Feb 2012 Global Merchant Funding Limited

Sales Manager B2B

- Lead a team of 2 sales executives to identify business opportunity and develop sales strategies to achieve team target
- Maintain close contacts with clients to establish relationships and understand their business needs and requirements in order
to close deals

Jan 10 Nov 11 AIA

Assistant Sales Manager Financial Planning service

- Provide tailor-made financial solutions to individual and corporate clients

Aug 09 Dec 09 Ever Fortune Creation Co. (Project Management of Online Trading)

Financial Analyst Product Development

- Futures/ Options / Commodities (Gold/ Metals) trading
- Provided full spectrum of business support to the Management
- Maintained and integrated entire set of book-keeping.
- Financial statements analysis / reporting
- Advised on strategic investment projects. DCF valuation.
- Assisted and coordinated ad-hoc assignments as requested.
- Event coordination.

Jan 09 Jun 09 HSBC Private Bank (Suisse) S.A. (Direct Funds settlement experience)
Trading Officer - Global Processing Team

- Run/receive depository and Bimas reports, Swifts, post etc concerning Corporate Actions
- Log new Corporate Actions from whatever source in Banks Corporate Actions system
- Review Telekurs reports to ensure all corporate actions have been received
- Liaise with Client Services concerning of Corporate Actions affecting their clients
- Liaise with Treasury concerning of Corporate Actions affecting Bank Investment Portfolios
- Ensure where required replies received in good time from Client Services / Treasury
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201491 Chan Chi Hei Andrew | | | | ------------,
- Send instructions to depositories where required ensuring deadline dates are met
- Create T/T payments where required
- Monitor outstanding Corporate Actions to ensure timely completion
- Investigating Corporate Actions queries and errors
- Investigation of securities and cash reconciliation differences
- Assisting with training and supervision of more junior staff
- Assist with all other Securities Dept functions as required

Aug 07 Oct 08 JPMorgan Chase Bank N.A. (Foreign Exchange Trading experience)
Trade-Processing Supervisor - Treasury, Liquidity and Investment Products (TLIP)
- Day-to-day transactional processing and service delivery of liquidity products for JPMorgan clients
- Executing FX transactions on behalf of corporate clients
- Managing efficient flow and sweeping amongst the money market deposit accounts
- MIS reporting for daily and monthly account pooling and sweeping
- Loan relationship placements
- Analysis for credit interest rates in multi-currencies

Jan 07 May 07 Morgan Stanley Dean Witter (Equity Trading operations experience)
Analyst (contract), Corporate Actions, Operations Department
- Involved in HK proxy corporate actions operations
- Reviewing the instructions for Voluntary Corporate Actions in Asia
- Ensuring that all Corporate Action event notifications are published promptly by Asian agent
bank network and are distributed to the internal and external client base in a prompt matter
-Managing the information flow to clients

Assistant Analyst (contract), Tax Division

- Engaged in ad hoc projects within the corporate tax team
- Assisted in internal client service

Feb 06 Oct 06 Ernst & Young CPA (US Taxation experience)

Staff Accountant, Human Capital
- Conducting tax computations for US expatriate clients from IBM, DB and General Electric
- Drafting correspondences to clients and Inland Revenue Department
- Enacting as IT leader within the department
- Holding client meetings/forums on taxation issues

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: Sales@Job852.com
:852-53853981

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