Financial Services Development Council 金 融 發 展 局
CAREER DAY
就業資訊日
29.10.
29
10 2016
CONTENTS
1
About the FSDC Career Day
2
Agenda
4
About the FSDC
Biographies of Speakers
5
The Hon Mrs Laura M Cha
6
Mr Charles Li
8
Mr Daisuke Kitamura
10
Mr Mervyn Chow
12
Mr Simon Loong
14
Mr Joe Ngai
15
Ms Bonnie Chan
16
Miss Ida Lee and Mr Jackson Mak
17
The Hon John C Tsang, GBM, JP
18
About the FSDC Career Website
ABOUT THE FSDC CAREER DAY
About the FSDC Career Day
The financial services industry is one of the key employers of talent
in Hong Kong today with about 250,000 participants in the industry,
contributing 6.6% of employment and one-sixth of Hong Kong’s GDP.
University graduates are well positioned to fully grasp the various career
opportunities arising from Hong Kong’s position as an international
financial centre.
The FSDC Career Day will provide a useful platform to understand
the different jobs and segments within the financial services industry
through experience-sharing by leading practitioners. Speakers will also
offer practical tips on job search and how to get prepared for a career
in finance.
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2
AGENDA
Agenda
(Level 28 HSBC Main Building)
2:30pm2:35pm
Opening Remarks
The Hon Mrs Laura M Cha
“What is a career in
finance?”
Chairman
Financial Services
Development Council
Non-Executive Deputy
Chairman
The Hongkong & Shanghai
Banking Corporation Limited
2:35pm3:05pm
Keynote Address
Mr Charles Li
“My story, career
path and key lessons
to learn.”
Chief Executive, Hong Kong
Exchanges and Clearing
Limited
3:05pm3:20pm
Q & A Session
3:20pm3:25pm
FSDC Career Website
Launching Ceremony
3:25pm4:10pm
Panel 1: Career in Finance
Moderator
Officiated by
The Hon Mrs Laura M Cha
and Mr Joe Ngai
Mr Joe Ngai
Senior Partner and
Managing Partner, McKinsey &
Company Hong Kong
Commercial Banking
Mr Daisuke Kitamura
Managing Director,
Head of Global Banking, Hong
Kong Global Banking and
Markets, HSBC
Investment Banking
Mr Mervyn Chow
Co-Head of Investment
Banking & Capital Markets,
APAC, Credit Suisse
Digital Finance and
Entrepreneurship
Mr Simon Loong
Founder and CEO,
WeLab
AGENDA
4:10pm4:25pm
4:25pm5:00pm
Q & A Session
Panel 2: Experience Sharing
Moderator
Ms Bonnie Chan
Partner, Davis Polk & Wardwell
Best Practice and
Lessons Learnt
By Recent Graduates:
Miss Ida Lee
Associate, Global Investment
Specialist, Global Wealth
Management, JP Morgan
Chase Bank N.A., Hong Kong
Mr Jackson Mak
Relationship Manager,
Commercial Real Estate
Commercial Banking, HSBC
5:00pm5:15pm
Closing Remarks
The Hon John C Tsang, GBM, JP
Financial Secretary,
The Government of
the Hong Kong Special
Administrative Region
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4
ABOUT THE FSDC
About the FSDC
The Financial Services Development Council (FSDC) was established
by the HKSAR Government in January 2013 in response to the financial
services industry’s call for a high-level government advisory body
to support the sustained development of the industry. The FSDC
engages the industry and formulates proposals to promote the further
development of Hong Kong’s financial services industry and map
out the strategic direction for the development of Hong Kong as an
international financial centre. It acts as a focal point of views and
melting pot of ideas, as a champion and ambassador of the industry,
and as a capacity builder.
The FSDC’s work is underpinned by the five Committees established,
namely, Policy Research; Mainland Opportunities; New Business;
Market Development; and Human Capital. The Committees are
engaged in specific areas of the financial services industry in depth,
formulate work directions and plans with a view to providing advice
and recommendations to the Government.
The FSDC aims to:
1. advise the Government on strategies and measures to expand the
scope of our financial markets and enhance the competitiveness of
Hong Kong as an international financial centre;
2. provide a channel for stakeholders to express views and champion
the interests of the financial services industry;
3.support the financial services industry in developing the core
competence and knowledge of its practitioners; and
4. promote our financial services industry and Hong Kong as an
international financial centre on the Mainland and overseas.
BIOGRAPHIES OF SPEAKERS
OPENING REMARKS
What is a career in finance
The Hon Mrs Laura M CHA
Chairman
Financial Services Development Council
Non-Executive Deputy Chairman
The Hongkong & Shanghai Banking Corporation Limited
Mrs Cha is a member of the Executive Council of the Government
of Hong Kong, Chairman of the Financial Services Development
Council, Hong Kong, a Non-Executive Director of HSBC Holdings plc.,
Non-Executive Deputy Chairman of The Hongkong and Shanghai
Banking Corporation and a Non-Executive Director of China Telecom
Corporation Limited and Unilever plc. She is also a Senior International
Advisor of Foundation Assets Management AB, and a member of
Sotheby’s International Advisory Board.
Mrs Cha became the first, and to-date the only person outside the
Mainland China to join the Central Government at the vice- ministerial
rank in January 2001 when she was appointed as Vice Chairman of
the China Securities Regulatory Commission (CSRC). She served in such
capacity until September 2004. Mrs Cha was Deputy Chairman of the
Securities and Futures Commission in Hong Kong where she worked
from 1991 to 2000. She practiced law in the 1980’s in San Francisco and
Hong Kong.
Mrs Cha is also a Hong Kong Delegate to the 12th National People’s
Congress of China, and Vice Chairman of the International Advisory
Council of CSRC.
Mrs Cha earned a BA degree from the University of Wisconsin-Madison
and a JD degree from the Santa Clara University. She was awarded
a Silver Bauhinia Star in 2001 and a Gold Bauhinia Star in 2009 by the
Hong Kong Government for her public service.
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BIOGRAPHIES OF SPEAKERS
KEYNOTE ADDRESS
My story, career path
and key lessons to learn
Mr Charles Li
Chief Executive
Hong Kong Exchanges and Clearing Limited
Mr Charles Li has served as Chief Executive of Hong Kong Exchanges
and Clearing (HKEX) since 2010. In this role, Mr Li has orchestrated some
of the most significant strategic initiatives in HKEX’s history, including
the expansion into fixed income, currency and commodities through
the acquisition of the London Metal Exchange in 2012 and the launch
of OTC Clear in 2013, as well as enhanced mutual market access with
Mainland China through Shanghai and Shenzhen (in preparation)
Stock Connect Programmes and other cooperation.
Mr Li’s career in financial services spans over 20 years. Before joining
HKEX, he was Chairman of JP Morgan China, prior to which he was
President of Merrill Lynch China. Before joining Merrill Lynch in 1994,
Mr Li practiced law in New York with Davis Polk & Wardwell and Brown
& Wood.
Before moving to the US for his studies, Mr Li had worked as an offshore
oil worker in the North China Sea, and as a newspaper editor-reporter
for China Daily from 1984-86.
Mr Li obtained a BA degree in English Literature from Xiamen University
of China in 1984, a MA degree in journalism from the University of
Alabama in 1988, and a JD degree from Columbia University School
of Law in 1991.
www.career-fsdc.org.hk
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BIOGRAPHIES OF SPEAKERS
PANEL 1:
Career in Finance
Commercial Banking
Mr Daisuke Kitamura
Managing Director
Head of Global Banking, Hong Kong
Global Banking and Markets, HSBC
Mr Daisuke Kitamura assumed the role of Managing Director, Head of
Global Banking, Hong Kong in July 2014.
In this role he is responsible for the global coverage of the Bank’s
major Hong Kong client relationships within Conglomerates Sector. The
focus is to ensure the full alignment of the relationship management
and product functions to deliver high quality service and innovative
solutions to the client base.
Aside from leading several core financing transactions for clients,
across capital markets (bonds, equities and equity linked), project
financing, structured tax financing and syndicated loans, Daisuke has
also been involved across several notable M&A transactions within the
Financial Institutions, Industrials and Real Estate sector.
Daisuke joined HSBC in 1994 and has spent his career entirely
within Global Banking. During this period he has worked within the
Multinationals sector, Industrials, FIG and more recently Conglomerates.
He is a graduate of Northwestern University, Illinois with a Bachelor of
Arts degree in Political Science and is married with four children.
www.career-fsdc.org.hk
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BIOGRAPHIES OF SPEAKERS
PANEL 1:
Career in Finance
Investment Banking
Mr Mervyn Chow
Co-Head of Investment Banking and
Capital Markets, APAC
Credit Suisse
Mr Mervyn Chow is a Managing Director and Co-Head of the Investment
Banking & Capital Markets department (IBCM) in the Asia Pacific
Division at Credit Suisse, based in Hong Kong. Mr Chow is responsible
for IBCM, including the sector and country corporate coverage groups,
Mergers & Acquisitions and Capital Markets. He is a member of the
APAC Division Operating Committee and has also served as a member
of the Managing Director Evaluation Committee (MDEC).
Previously, he was Head of the Global Markets Solutions Group (GMSG)
in Asia Pacific, overseeing the Equity Capital Markets, Debt Capital
Markets, Convertibles and Equity Derivatives functions in the region.
Mr Chow joined Credit Suisse in 1998 and, over the years, has been
responsible for many key client coverage and landmark capital
markets transactions in the region. From 1995 to 1998, Mr Chow worked
for BZW Asia Limited, which was acquired by Credit Suisse First Boston.
Mr Chow received his B.A. in Economics (Phi Beta Kappa) from the
University of California at Berkeley and his M.A. in International Policies
from Stanford University.
www.career-fsdc.org.hk
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BIOGRAPHIES OF SPEAKERS
PANEL 1:
Career in Finance
Digital Finance and
Entrepreneurship
Mr Simon Loong
Founder and CEO
WeLab
Mr Simon Loong is the Founder and CEO of WeLab, Asia’s leading
internet finance company. WeLab operates Wolaidai (我來貸), one of
China’s largest mobile lending platforms, and WeLend, Hong Kong’s
leading online lending platform. An entrepreneur at heart, Simon
founded WeLab after working in the banking industry for over 18 years.
WeLab has sourced more than US$4.9 billion in loan applications since
launching in 2013.
In January 2016, WeLab announced a US$160 million (RMB1 billion) Series B
fundraising from a stellar consortium of international and domestic
Chinese investors, including Khazanah Nasional Berhad, ING Bank and
state-owned Guangdong Technology Financial Group (GTFG). This
financing represented the first-ever fundraising by a Chinese financial
technology firm from both an international bank and government
investors, and also one of the first financings of an international financial
institution in a leading Chinese fintech player.
This Series B fundraising followed the completion of a US$20 million
Series A round in January 2015 from a group of strategic and financial
investors, including CK Hutchison’s TOM Group, Sequoia Capital, Yuri
Milner (Founder of DST Global), ICONIQ Capital, and Ule.com, a joint
venture between China Post Group, China’s state-owned postal service
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and the TOM Group, which enabled WeLab to launch new products in
Mainland China and solidify its credit risk modelling capabilities with
big data solutions.
Prior to founding WeLab, Simon was the North East Asia Regional Head
of Unsecured Lending at Standard Chartered Bank, where he was
responsible for managing the bank’s credit card and consumer lending
business in Hong Kong, Taiwan and China. In this capacity, Simon
was also appointed to the Management Committee of its Consumer
Banking business. Before joining Standard Chartered Bank, Simon held
various senior positions at Citibank in the Asia-Pacific region, with his
most recent position being Senior Vice President and Credit Card
Marketing Director for Citibank Taiwan, where under his leadership, the
division became the most profitable credit card issuer in Taiwan.
Simon has a Masters of Science in Management (MSM) from the
Stanford Graduate School of Business and is a Certified Public
Accountant (CPA). He was awarded Silicon Dragon’s Entrepreneur
Achievement Award in 2014.
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BIOGRAPHIES OF SPEAKERS
PANEL 1:
Moderator
Mr Joe Ngai
Senior Partner and Managing Partner
McKinsey & Company
Hong Kong
Mr Joe Ngai is a Senior Partner and the Managing Partner of McKinsey’s
Hong Kong office. He also leads McKinsey’s Financial Institutions
practice in Greater China. He has led many large-scale transformation
efforts for local as well as multi-national financial institutions, as well
as local Hong Kong conglomerates. He has advised on various topics
including strategy, operations transformation, mergers & acquisitions,
organization transformation, etc. He is the co-author of two editions
of “Life Insurance in Asia” (2008 and 2012), a leading publication in
its field. He speaks frequently on financial, management and social
enterprise topics.
Mr Ngai is passionate about community service. He is the Chairman of
DiamondCab, an award-winning social enterprise focusing on barrierfree taxi services, Director of Social Ventures Hong Kong, Deputy
Convener of 30SGroup, Director of Diocesan Boys’ School Foundation
and President of Harvard Business School Association of Hong Kong.
He has been appointed to various Government advisory committees,
including the Financial Services Development Council, the Antiquities
Advisory Board, the Advisory Committee to the Revitalization of Historic
Buildings and the Hong Kong Scholarship for Excellence Scheme.
A HK native, Mr Ngai received his A.B. in economics from Harvard
University as well as his JD and MBA from Harvard Law School and
Harvard Business School.
BIOGRAPHIES OF SPEAKERS
PANEL 2:
Moderator
Ms Bonnie Chan
Partner
Davis Polk & Wardwell
Ms Bonnie Chan is a partner in Davis Polk’s Corporate Department,
resident in Hong Kong. Her practice includes advising issuers and
underwriters on capital markets transactions and advising on securities,
corporate and governance matters, generally.
Before joining the firm in 2010, Ms Chan served as a senior vice president
of the Hong Kong Exchanges and Clearing Limited, where she led the
IPO Transactions Department of the Listing Division. Previously, she was
an in-house counsel at Morgan Stanley, where she was responsible for
overseeing their capital markets transactions in Asia.
Ms Chan was appointed as a council member of the Financial Services
Development Council (FSDC) by the Chief Executive of the Hong Kong
SAR in 2015. She has been a member of the FSDC's Policy Research
Committee since 2013 and was also appointed as a member of the
Hong Kong Government’s Standing Committee to the Company Law
Reform.
Ms Chan is consistently recognized for her work in the legal industry by
leading legal publications, including Chambers Asia-Pacific, Chambers
Global, IFLR1000 and Legal 500. In 2014, Ms Chan was named All-Star
Lawyer" in Banking & Finance by The Asian Lawyer.
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BIOGRAPHIES OF SPEAKERS
PANEL 2:
Experience Sharing
Best Practice and
Lessons Learnt
Miss Ida Lee
Associate, Global Investment Specialist
Global Wealth Management
JP Morgan Chase Bank N.A., Hong Kong
Education:
Bachelor of Business Administration in Marketing & Management, Minor
in China Studies, Hong Kong University of Science and Technology;
Study abroad in Guanghua School of Management, Peking University
Past positions and internships:
–
Intern, Weber Shandwick, Hong Kong
–
Research Assistant (UROP), HKUST Marketing Department
Professional qualifications:
HKSI Paper 1, CPWP Module 1 & 2
Mr Jackson Mak
Relationship Manager,
Commercial Real Estate
Commercial Banking, HSBC
Education:
Bachelor of Business Administration in International Business and
Chinese Enterprise, the Chinese University of Hong Kong; study abroad
in University of South Carolina (US)
Past internships:
–
Summer Intern, Italian Chamber of Commerce
–
Summer Analyst, Loan Origination, Agfirst Farm Credit Bank (US)
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BIOGRAPHIES OF SPEAKERS
CLOSING REMARKS
The Hon John C Tsang, GBM, JP
Financial Secretary,
The Government of the Hong Kong Special Administrative Region
Mr Tsang spent his secondary school years in La Salle College in Hong
Kong and Stuyvesant High School in New York City. He pursued his
interest in architecture at the Massachusetts Institute of Technology,
and went on to receive a Master Degree in Bilingual Education from
Boston State College and a Master Degree in Public Administration
from Harvard University’s Kennedy School of Government.
Mr Tsang worked in the Boston Public Schools prior to joining the Hong
Kong civil service in November 1982. As a member of the Administrative
Service, he served in a number of posts in the Government, including
Director General of the London Economic and Trade Office,
Commissioner of Customs and Excise, Secretary for Planning and Lands
and Permanent Secretary for Housing, Planning and Lands (Planning
and Lands).
Mr Tsang was appointed Secretary for Commerce, Industry and
Technology in August 2003. He chaired the successfully concluded
World Trade Organisation Ministerial Conference in Hong Kong in
December 2005. He was appointed Director of the Chief Executive’s
Office in January 2006 and has been serving as Financial Secretary
since 1 July 2007.
Mr Tsang is married with two children.
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ABOUT THE FSDC CAREER WEBSITE
About the FSDC Career Website
Welcome to the FSDC Career Website. To explore the diverse career
opportunities in the industry of financial services in Hong Kong, we
are going to walk you through the major sectors and key functions. In
addition, we have invited a number of successful practitioners, young
professionals and hiring managers in the industry, to share with you
their valuable working experiences and job hunting tips.
To learn more about
– Financial services sectors including Asset Management, Banking,
Insurance, Professional Services, Regulatory Bodies, Securities
Brokerage and Wealth Management;
– Job openings and internship programmes;
– Feature stories;
– Blogs contributed by distinguished practitioners, and more
Only on: www.career-fsdc.org.hk
www.career-fsdc.org.hk
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ABOUT THE FSDC CAREER WEBSITE
Mrs Laura M Cha
Chairman, FSDC
“
Reading is important. Pursuit of
knowledge helps both personal
growth and work greatly.
”
Mr Graham Turl
Managing Director,
and General Counsel,
Asia-Pacific, BlackRock
“
What I want is not straight As
but the capability of solving
problems and the ability
to think laterally.
”
www.career-fsdc.org.hk
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Ms Alice Au
Global Head of Financial
Services Practice, Spencer Stuart
“
A weakness can be kind of strength,
depending on how you position it.
Your introspection turns out to be
a positive personality.
”
Dato’ Seri Cheah Cheng Hye
Chairman, Value Partners
“
Fund managers have to face
extreme stress and huge setbacks.
It really tests your character.
”
香港灣仔皇后大道東248號陽光中心31樓3104-06室
Units 3104-06, 31/F, Sunlight Tower
248 Queen’s Road East, Wan Chai, Hong Kong
電話 Tel: (852) 2493 1313
傳真 Fax: (852) 2617 4469
電郵 Email: [email protected]
www.fsdc.org.hk
www.career-fsdc.org.hk