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Prof. Anna Wong, Programme Director of Bachelor of Finance in Asset Management and Private Banking (AMPB), has arranged a monthly roundtable series and informal coffee chats last semester. Students who are majoring in AMPB had the opportunity to meet with the senior executives and practitioners in Asset Management and Private Banking industry during these activities.

Over 50 students joined each monthly roundtable event, and they were well prepared, raised good questions and interacted with the guest speakers on topics including the key elements of asset management, the development of crypto assets capital market, and how virtual banks could reshape the banking industry through technology and innovation and bring different banking experiences and services to customers.

The speakers were Mr. Adrian Lai, CEO & Co-Founder of Liquefy, Mr. Bradley Okita, CFA, Partner of Green Court Capital Management, and Mr. Rockson Hsu, CEO of ZA Bank. This series was arranged by Prof. Anna Wong, Programme Director of Bachelor of Finance in Asset Management and Private Banking. They also shared their career journey and tips on developing the talents most wanted by the industry.

The whole series was well received, and our students have plenty of takeaways from each guest speaker.

Mr. Adrian Lai, CEO & Co-Founder of Liquefy

Mr. Bradley Okita, CFA, Partner of Green Court Capital Management

Mr. Rockson Hsu, CEO of ZA Bank

This October, AMPB students also had coffee chat opportunities with financial industry practitioners from companies like Fidelity International, Julius Baer, HSBC Global Private Banking, eFusion, Chartwell Capital, etc. Under the informal setting, students learned more about the current trend of the industry, how to locate internship, the qualities required by the industry, and the personal story of the practitioners on how they developed their careers. They also had the chance to visit the practitioners’ offices. The event was well-received, and our students have plenty of takeaways from the visits.

Li Chak Lam, Year 2, AMPB student believes this opportunity can help her gain a deeper understanding of the recent trends in the banking industry, “Through this coffee chat, I have a deeper understanding of the structure of an asset management company, the teams’ division, and also the selling process of the products (from request for proposal to portfolio management). Moreover, I have known more about the daily working routine of a sales and portfolio manager.”

Lee Cheuk Yi, Year 1, AMPB student thinks that this is an eye-opening experience and it let her know how to perform when having the first job, “From the coffee chat, I acquired more insights of current business industry, as well as how to find internship and how to behave well when having the first job. Never be afraid to take more responsibilities when being an intern as it can be treated as a precious opportunity to learn more new things. It can also expand my network in the business industry now which is useful for my future job finding and working.”

(First left) Mr. Clarence Hon, Senior Vice President, Team Head, Corporate Banking, Hang Seng Bank

(Second left) Mr. Johnny Lau, Senior Relationship Manager at HSBC Global Private Banking