Financial Services Development Council

Financial Services Development Council Career Day 金融發展局就業資訊日 9 November 2014 二零一四年十一月九日 Organised by : s t n e t Con About FSDC Career Day About...
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Financial Services Development Council Career Day

金融發展局就業資訊日 9 November 2014 二零一四年十一月九日

Organised by :

s t n e t Con

About FSDC Career Day

About FSDC Career Day

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Agenda

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The financial services industry is one of the key

About FSDC

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employers of talent in Hong Kong today with over

Biographies of speakers

230,000 participants in the industry, contributing 6.1% of

• Mrs Laura M Cha

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employment and one-sixth of Hong Kong’s GDP. University

• Mr Benjamin Hung

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graduates are well positioned to fully grasp the various

• Ms Belinda Au

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career opportunities arising from Hong Kong’s position as an

• Mr Mervyn Chow

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international financial centre.

• Mr Michael Fung

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• Ms Anna Tong

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The FSDC Career Day will provide a useful platform to

• Miss Angela Fung

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understand the different jobs and segments within the financial

• Mr Chris Lau • Mr Kevin Poon

services industry through experience-sharing by leading 12

• Mr Kevin Chow

practitioners. Speakers will also offer practical tips on job search and how to get prepared for a career in finance.

• Ms Alice Au

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• Mr Joe Ngai

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• Professor K C Chan

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Agenda

(Room S221, HKCEC)

Agenda

9:00-9:15

Opening Remarks

11:00-12:00 Concurrent Sessions

What is a career in finance

9:15-9:45

• Experience sharing by recent graduates (Room S221)

Miss Angela Fung Associate Private Investor Product Group Securities Division Goldman Sachs (Asia) L.L.C.    Mr Chris Lau Relationship Manager, Commercial Clients Standard Chartered Bank (HK) Ltd. Mr Kevin Poon Relationship Manager, Global Banking Hang Seng Bank Ltd.   Mr Kevin Chow Senior Business Manager The Prudential Assurance Company Ltd.

• How to write a winning resume (Room S224-5)

Ms Alice Au Co-Head, CEO & Board Practice, Asia Head, Private Equity Practice, Asia Spencer Stuart

• A career in consulting and professional firms serving the financial industry (Room S223)

Mr Joe Ngai Director and Managing Partner Hong Kong McKinsey & Company, Inc. HK

Keynote Address My story and key lessons learned

9:45-10:50

The Hon Mrs Laura M Cha Chairman Financial Services Development Council Non-Executive Deputy Chairman The Hongkong & Shanghai Banking Corporation Limited

(Room S221, HKCEC)

Mr Benjamin Hung Regional Chief Executive Officer Greater China Standard Chartered Bank (Hong Kong) Limited

Panel : Career in finance • Insurance

Ms Belinda Au Chief Agency Officer Sun Life Financial Hong Kong

• Investment and corporate banking

Mr Mervyn Chow Head of Global Markets Solutions Group Asia Pacific Credit Suisse

• Wealth management and Mr Michael Fung private banking Chairman, Asia Private Bank J.P. Morgan Chase Bank, N.A. • Asset management

Ms Anna Tong Regional Head of Investments, Asia Pacific Invesco Hong Kong Limited

12:00-12:30 Keynote Address Opportunities for Hong Kong : Looking ahead (Room S221)

Professor K C Chan Secretary for Financial Services and the Treasury Financial Services and the Treasury Bureau

10:50-11:00 BREAK

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Opening Remarks What is a career in finance About the Financial Services Development Council The FSDC was established by the Government of Hong Kong SAR ( the Government ) in January, 2013 in response to the financial services industry’s aspiration for a high-

The Hon Mrs Laura M Cha Chairman Financial Services Development Council Non-Executive Deputy Chairman The Hongkong & Shanghai Banking Corporation Limited

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 maps 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.

Mrs Laura Cha is a member of the Executive Council of the Government of Hong Kong SAR, Chairman of the Financial Services Development Council, HKSAR, a Non-Executive Director of HSBC Holdings plc., Non-Executive Deputy Chairman of The Hongkong and Shanghai Banking Corporation, an Independent Non-Executive Director of China Telecom Corporation Limited and a Non-Executive

The FSDC’s work is underpinned by the five Committees established, namely,

Director of Unilever.

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.

Objectives To pursue its mission, the FSDC aims to:

Mrs Cha became the first person outside 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.

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

Mrs Cha is also • Hong Kong Delegate to the 12th National People’s Congress of China; • Vice Chairman of the International Advisory Council of CSRC; and • Member of the International Advisory Council, China Banking Regulatory Commission Mrs Cha was Chairman of the University Grants Committee in Hong Kong and Chairman of the Hong Kong ICAC Advisory Committee on Corruption.

international financial centre on the Mainland and overseas. 4

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Keynote Address My story and key lessons learned Mr Benjamin Hung Pi Cheng Regional Chief Executive Officer, Greater China Standard Chartered Bank (Hong Kong) Limited

Panel: Career in finance Ms Belinda Au Chief Agency Officer Sun Life Financial Hong Kong

Mr Benjamin Hung is currently Standard Chartered's Chief Executive Officer

Ms Belinda Au is the Chief Agency Officer of Sun Life Financial Hong

for Greater China.

Kong (SLHK) and currently heads the agency distribution channel with responsibilities of agency expansion, recruitment, training and

Mr Hung joined Standard Chartered in 1992 and has held a number of

development, continuous improvement in agency quality, efficiency

senior management positions spanning corporate, commercial and retail

and profitability. She joined SLHK in April 2012 and has over 25 years

banking. Outside of Hong Kong, Mr Hung has international banking

of industry experience covering insurance distribution and marketing

experience in the United Kingdom and in Canada. During 2008-2014, he

in Asia Pacific region, specifically agency sales and distribution,

was the Chief Executive Officer of Standard Chartered Bank (Hong Kong)

bancassurance, training development, life operations, customer service

Limited.

and product development. Prior to joining SLHK, she was Regional Chief Agency Officer at AIA, and has also worked in several multinational

Mr Hung is a member of the Financial Services Development Council,

insurance companies, such as AIG, Manulife, Zurich Life and Met Life.

and a board member and Chairman of the Audit and Finance Committee of the Hong Kong Airport Authority. He sits on the

A mother of three, Belinda is passionate about pursuing a "blended" career

Exchange Fund Advisory Committee and is a member of the General

that incorporates doing good while doing well. She believes the importance

Committee of the Hong Kong General Chamber of Commerce. He is

of fostering positive atmosphere within agency and building a customer-

also a member of the Council for Sustainable Development as well

centric culture to improve agency services and engagement which, in turn, will

as a Council Member of the University of Hong Kong.

promote a value-added Sun Life customer experience.

Mr Hung holds a Masters degree in Business Administration and is married with two children.

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Panel: Career in finance

Panel: Career in finance

Mr Mervyn Chow

Mr Michael Fung

Head of Global Markets Solutions Group, Asia Pacific Credit Suisse

Chairman, Asia Private Bank J.P. Morgan Chase Bank, N.A.

Mr Mervyn Chow is a Managing Director of Credit Suisse in the Investment

Mr Michael Fung is a Managing Director and the Chairman of J.P.

Banking division, based in Hong Kong. He is Head of the Global Markets

Morgan Private Bank in Asia, with responsibility for Private Bank’s

Solutions Group (GMSG) in Asia Pacific and oversees the Equity Capital

senior client relationships and advising on its growth strategy in the

Markets, Debt Capital Markets, Equity-Linked, and Structure Lending

region. In 2005 – 2013, Mr Fung was also the Senior Country Officer

functions in the region. He is a member of the Asia Pacific Investment

of J.P. Morgan in Hong Kong, managing both internal and external

Banking Management Committee, GMSG Global Operating Committee

policies and events for the firm as a whole. He joined J.P. Morgan in

and Managing Director Evaluation Committee.

2001. Mr Fung is a member of the Board of Trustees, Northfield Mount Hermon School, Massachusetts, USA. He is also a member of the

Mr Chow has been in the investment banking business for 19 years.

International Board of Advisors, Tufts University, USA.

Mr Chow joined Credit Suisse in 1998 and, over the years, has been responsible for many key client coverage and landmark capital markets

In 2013, Mr Fung was appointed as a Council Member of the Financial

transactions in the region. Prior to assuming his current role, he was

Services Development Council by the Chief Executive, Government of

Head of Equity Capital Markets for Asia. From 1995 to 1998, Mr Chow

Hong Kong SAR to help facilitate the further development of Hong Kong’s

worked for BZW Asia Limited, which was acquired by Credit Suisse

financial services industry.

First Boston. Mr Fung has over 30 years of experience in the financial industry. He started Mr Chow received his BA in Economics (Phi Beta Kappa) from

his career at Citibank in 1979 when he joined Treasury and established its

the University of California at Berkeley and his MA from Stanford

Treasury Marketing Unit which dealt in FX for private clients. Between 1984 and

University.

1991, he joined Morgan Stanley as institutional fixed income sales working in Tokyo and Hong Kong. He then joined Salomon Brothers as director of Private Investment Department until 1994 when he returned to Morgan Stanley and ran its Private Wealth Management business for Asia Pacific. Mr Fung holds a BA in Economics from Tufts University.

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Panel: Career in finance Ms Anna Tong Regional Head of Investments, Asia Pacific Invesco Hong Kong Limited

Experience sharing by recent graduates Miss Angela Fung Associate Private Investor Product Group, Securities Division Goldman Sachs (Asia) L.L.C.  

Her primary focus is to ensure investment teams, processes and investment

Education : Bachelor of Science in Quantitative Finance, The Chinese University of Hong Kong; BBA Exchange Student, The University of Texas at Austin

performances meet particular standards, as well as to recommend process

Past positions and internships :

enhancements and facilitate the transfer of best practices when appropriate.

Corporate Sales, Global Markets, the HSBC Ltd.

She is also involved in facilitating coordination in key areas such as risk

Intern, Private Fund Group, Guggenheim Capital Markets (Hong Kong) Limited

management and new product development.

Intern, Third Party Retail Sales / Summer Analyst, Financial Institution International Sales, Goldman Sachs (Asia) L.L.C.

Ms Anna Tong is Invesco's Head of Investments in the Asia Pacific region.

Ms Tong has spent the past 29 years with Invesco (formerly Aetna

Intern, Strategic Solutions Group, J.P. Morgan Securities (Asia Pacific) Limited

Investment Management Ltd. — Hong Kong), joining in 1985 as an

Summer Administrative Officer, The HKSAR Government

investment analyst and fund manager, with emphasis on the Japanese

Professional qualifications : Passed CFA Level III; SFC Type 1 Representative

and Hong Kong markets. Additionally, she directed the company’s fund management activities from 1989. Previously, she worked for Coopers &

Mr Chris Lau

Lybrand, L.L.P. in San Francisco. A native of Hong Kong, Ms Tong is a graduate of the University of California at Berkeley, from which she earned a BS in accounting and an MBA. She has also earned a CPA designation.

Relationship Manager, Commercial Clients Standard Chartered Bank (HK) Ltd. Education : Bachelor of Integrated BBA-General Finance & Management of International Business, The Chinese University of Hong Kong; Exchange Student, Singapore Management University Past positions and internships : International Graduate, Consumer Banking / Relationship Manager, Preferred Banking / Assistant Investment Analyst, Wealth Management, Standard Chartered Bank (HK) Ltd. Intern, SME Banking, Standard Chartered Bank (HK) Ltd. Professional qualifications : Passed IIQE Papers 1, 2, 3, 5; passed HKSI Papers 1, 7, 8, 9

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Experience sharing by recent graduates Mr Kevin Poon Relationship Manager, Global Banking Hang Seng Bank Ltd.   Education : Global Business Studies, The Chinese University of Hong Kong; Exchange Student, The University of North Carolina at Chapel Hill; Exchange Student, Copenhagen Business School

Past positions and internships : Management Trainee, Hang Seng Bank Ltd. Intern, AllianceBernstein         

Professional qualifications : CFA charterholder; passed FRM Level 2; passed IIQE Papers 1, 2, 3, 4; passed HKSI Papers 1, 7, 8

Mr Kevin Chow Senior Business Manager The Prudential Assurance Company Ltd. Education : Bachelor of Professional Accountancy, The Chinese University of Hong Kong; Exchange Student, Queen’s College

Past positions and internships : Business Manager, Wealth Management / Financial Consultant, Wealth Management, The Prudential Assurance Company Limited    

Professional qualifications : Passed IIQE Papers 1, 2, 3, 5

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How to write a winning resume Ms Alice Au Miu-hing Co-Head, CEO & Board Practice, Asia Head, Private Equity Practice, Asia Spencer Stuart Ms Alice Au leads Spencer Stuart’s Private Equity Practice, co-leads the Board Practice in Asia and is a member of the firm’s global board of directors. She focuses on board director placement and consulting, CEO placement and succession, as well as other senior executive assignments in Greater China and throughout Asia across industries. Her clients include both Western and Asian multinationals, as well as principal investors. She also works with Chinese organisations that are expanding into other markets and engaging in offshore mergers and acquisitions, providing strategic guidance on their unique talent and governance issues. She brings close to 20 years of executive search experience based in Hong Kong to her role. Ms Au began her career as a semiconductor engineer at Digital Equipment Corporation in the US. She then joined McKinsey & Company as a management consultant in New York, where she advised Fortune 100 clients on strategic, organisational and technology issues. She later joined International Paper Company as an executive in corporate development, leading cross-functional teams in negotiating acquisitions in North America, Europe and Asia. Ms Au returned to Hong Kong in 1993 to establish a China fund and advise midsize international companies on their China entry strategies, then joined the executive search industry in 1995. She took a one-year leave from the business in 1999 to lead strategic planning and e-commerce at AsiaContent.com, which successfully listed on NASDAQ in 2000. Ms Au has a bachelor‘s degree in chemical engineering from Yale University and an MBA from Harvard Business School. From 2010-2012, she served as a part-time member of the Central Policy Unit of the Government of the Hong Kong SAR. She is currently serving a two-year term on the Human Capital Committee of the Financial Services Development Council in Hong Kong SAR. Ms Au speaks English, Cantonese and Mandarin. 13

Keynote Address Opportunities for Hong Kong: looking ahead

A career in consulting and professional firms serving the financial industry

Mr Joe Ngai

Professor K C Chan

Director and Managing Partner, Hong Kong McKinsey & Company, Inc. HK

Secretary for Financial Services and the Treasury Financial Services and the Treasury Bureau

Mr Joe Ngai is a Director and the Managing Partner of McKinsey’s Hong

Professor K C Chan, 57, was Dean of Business and Management in

Kong office. He also leads McKinsey’s Financial Institutions practice in

the Hong Kong University of Science and Technology (HKUST) before

Greater China and Life Insurance practice in Asia. He has led many large-

he was appointed Secretary for Financial Services and the Treasury

scale transformation efforts for local as well as multinational financial

in July 2007. Prior to joining the HKUST Business School in 1993,

institutions, as well as local Hong Kong conglomerates. He has advised on

Professor Chan had spent nine years teaching at Ohio State University

various topics including strategy, operations transformation, mergers &

in the United States.

acquisitions, organisation transformation, etc. He is the co-author of two editions of “Life Insurance in Asia” (2008 and 2012), a leading publication

Professor Chan received his bachelor's degree in economics from

in its field. He appears frequently in industry and media forums on

Wesleyan University and his MBA and PhD in finance from the University

financial, management and social enterprise topics.

of Chicago. He specialised in assets pricing, evaluation of trading strategies and market efficiency and has published numerous articles on

He is passionate about community service. He is the Chairman of

these topics.

DiamondCab, an award-winning social enterprise focusing on barrierfree taxi services for wheelchair users, Director of Social Ventures

Before joining the Government, Professor Chan held a number of public

Hong Kong, Deputy Convener of 30SGroup, Director of Diocesan

service positions including Chairman of the Consumer Council, Director

Boys’ School Foundation and President of Harvard Business School

of the Hong Kong Futures Exchange, and Member of the Commission on

Association of Hong Kong.

Strategic Development, Commission on Poverty, the Exchange Fund Advisory Committee, the Hang Seng Index Advisory Committee, and the Hong Kong

He has been appointed to various advisory committees of the

Council for Academic Accreditation. He was former President of the Asian

Government, including the Financial Services Development Council,

Finance Association and President of Association of Asia Pacific Business

the Antiquities Advisory Board, the Advisory Committee to the

Schools.

Revitalisation of Historic Buildings and the Hong Kong Scholarship for Excellence Scheme. A Hong Kong native, Mr Ngai received his AB in economics, Phi Beta Kappa, from Harvard University as well as his JD and MBA from Harvard Law School and Harvard Business School. 14

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中環雪廠街11 號中區政府合署西座9 樓931 室 Room 931, 9/F, West Wing, Central Government Offices 11 Ice House Street, Central, Hong Kong 電話 Tel: (852) 2493 1313 電郵 Email: [email protected] www.fsdc.org.hk

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