Jon Ching

Liaised with external partners, fund administrators, and auditors to create potential investment products. Oversaw business operations including trading, risk control, and client service related to securities, Private Equity Fund, and Cryptocurrencies. Acted as Key Business Line and Responsible Officer, planning product development and leading authorization processes with SFC.

Collaborated with management to develop strategic plans, increasing total revenue significantly. Liaised with external AMCs, fund administrators, and auditors to create investment products. Monitored the setup of new and existing funds' investment strategies and oversaw business operations including trading, risk control, and client onboarding.

Gathered data and performed analysis to assess growth opportunities, developing and executing various global securities trading strategies. Implemented internal control and risk management, monitoring dealing and settlement processes for accuracy and efficiency. Oversaw client onboarding, ensuring policy adherence and KYC completeness.

Formulated investment strategies and asset allocation, focusing on medium to long-term equity investment opportunities. Researched and executed trading strategies and risk control methodologies, achieving significant portfolio returns. Supervised asset management business, leading investment team members on strategy, allocation, and risk control for discretionary accounts.

Provided investment advice to professional clients on global commodities, fixed income, IPOs, and equities. Assisted investors in sourcing suitable traders and fund managers, and managed a team of five members. Reviewed research analyst performance and coached the team on onboarding procedures, KYC, and client due diligence.

Monitored investment compliance for an equity fund and assisted in managing various investment products like private equity funds. Supervised and trained traders, participating in ad hoc financial projects and supporting multi-asset portfolio management. Managed an operations team, ensuring regulatory filings, NAV calculations, and settlement procedures complied with SFC regulations.

Oversaw a portfolio of traders with significant capital, utilizing algorithms for accumulation and portfolio plans. Managed key vendors and service providers through commercial negotiations, measuring trader performance KPIs. Led a team to organize trading competitions, successfully recruiting eligible traders for Europe and Asia Pacific teams.

Managed new and existing accounts with currency and commodity traders, developing client profiles and providing expert guidance. Worked with clients to grow trade volume, managing discussions on risk management and proprietary research. Engaged with clients to analyze trading strategies and market developments, promoting internal resources for long-term business retention.

Developed new business through cold calling and warm leads, identifying potential opportunities and initiating contact with key decision makers. Generated sales leads from various marketing activities and conducted events to promote new products. Successfully secured contracts with new clients and enabled the branch to obtain significant time deposits.

Managed securities client accounts across multiple branches, ensuring a high-quality customer experience and meeting sales targets. Constructed overall investment strategies and oversaw operations and performance. Supervised an investment team on securities trading and portfolio management, providing coaching and support to develop sales skills.

Sold a range of securities, fund products, and private placements to professional investors, developing new business and managing existing accounts. Generated sales leads from various sources and built strong client relationships to ensure high customer service. Collaborated with the marketing team to explore new client development opportunities.

Graduated with a Bachelor of Science with Honours in Actuarial Science. This program provided a strong foundation in mathematical and statistical methods for assessing risk in finance and insurance.