Saxo Markets HK

Saxo Markets is a licensed subsidiary of Saxo Bank A/S and enables individual and institutional clients to trade more than 40,000 financial instruments globally. Institutional clients such as banks, wealth managers and fintechs, can leverage Saxo’s  Business-as-a-service (Baas) digital value chain to provide a comprehensive set of products and services to their clients. Saxo also offers prime brokerage and execution services to hedge funds, family offices, prop traders, and corporate hedgers, etc.

• Focus on go-to-market strategy, launch and business development for Saxo Markets’ digital wealth management business and serve as a key voice in the Greater China region to ensure that Saxo’s Wealth Management solution/offerings see commercial success in the region.

• Identify new business opportunities, design and specify new functionalities in line with corporate strategy and commercial imperatives and communicate the roadmap clearly to the rest of the organization.

• Operate as a key member of the Greater China/Hong Kong Asset and Wealth Management team either leading or supporting Saxo’s regulatory and licensing needs in the region.

Head of Wealth Management Greater China

AQUMON

AQUMON, is a leading Artificial Intelligence (AI)-based Robo Advisor in Hong Kong. Our mission is to revolutionize the financial industry by bringing professional wealth management services to every individual regardless of age or net worth. We utilize an algorithmic, data and machine learning approach along with an intelligent digital wealth management platform so our clients can gain maximum long term return yet with lower cost, lower risk and higher transparency. AQUMON’s intelligent investment offerings is what sets it apart from its competition and our sights are set to become Asia’s #1 Robo Advisor. 

•	Focusing on increasing brand awareness, client engagement and conversion via traditional and digital Marketing strategies for AQUMON.

•	Lead Sales team to strategize how to address investors' financial needs and in turn increase user base on AQUMON's Robo Advisory platform.

Head of Sales and Marketing

•	Coordinated and orginated investment content, financial solutions, engaging speakers and executed live as a presenter for UBS' client and prospecting events in Hong Kong and mainland China. Client and prospect turnout at such events ranged from 50-1000+ in size.  

•	Curated investment content and responsible for the delivery of UBS' investment strategy with actionable solutions in their weekly investment meeting for all Client Advisors in Hong Kong. Client Advisor attendance of the investment meeting was 200+ weekly. 

•	Creatively addressed and solved how to better connect UBS' investment solutions and house views with Client Advisors and more importantly end clients.

Director of Investment Content

HSBC Private Bank

•	Directly marketed Alternative Investment products (Hedge Funds, Private Equity and Real Estate) to HSBC Private Banking clients. Total group Asia sales during employment period approximately US$250M.

•	Developed quantitative sales analysis to understand sales reach and potentially increase sales for team.

•	Set up roadshows and conducted training presentations on Alternative Investment products for clients and Relationship Managers in Asia. 

•	Provided clients and Relationship Managers with thorough after-sales support on all Alternative Investment products.

Alternative Sales Specialist

•	Provided Family Wealth Advisory clients with quantitative analysis on their investments and portfolio breakdown via HSBC Private Bank’s WeathVision Service.

•	Assisted in client advisory on investment opportunities and portfolio allocation.

Family Wealth Advisory Portfolio Analyst

Ramius LLC

•	Reported to Ramius’ head of Risk Management and supervised 2 risk analysts.

•	Responsible for the creation and management of a strategy-based daily P&L reporting system that increased P&L transparency across Ramius’ trading groups and portfolios.

•	Assisted in the development of an in-house risk management system which gave management a clear understanding of their exposure levels and ultimately helped with their hedging decisions. 

•	Took on a project manager role for numerous ad-hoc risk projects that required communication and oversight between trading groups and back-office departments.

Risk Associate

•	Engineered and maintained an Excel-based tool to streamline the payment process for all of Ramius’ credit default swaps. 

•	Helped minimize counterparty risk by obtaining all CDS confirmations and processing all payments in a timely manner.

Derivatives Support Associate

JPMorgan Chase

•	Assisted Global Derivatives Department by confirming, processing and documenting trades. 

•	Liaised with counterparty clients to obtain confirmations for a variety of derivative deals. Deals consist of but not limited to swaps, caps, floors, and swaptions.

Trade Support Analyst

Over 19-year track record of delivering outsized sales and business development growth from startups to multinational corporations. Extensive US/Hong Kong/China financial markets knowledge and client management experience quickly establishes strong rapport and trust with clients. A dynamic communicator who not only creates excitement and differentiation leading to new business opportunities but also provides inspiring leadership internally. 

If you want to know more, just reach out and ask. Always happy to share and help others.

Ken Shih

Anteaq

•	Works with clients to develop a full-funnel online marketing strategy involving organic social media and paid media, resulting in 2x growth in visits, engagement rate, and conversions.
•	Lead the end-to-end development and execution of performance marketing campaigns on Google and Meta from creative to optimization resulting in cost per conversion to decrease by 50%.
•	Design and execute A/B testing strategies for clients and leveraged multiple AI tools to develop multiple creatives that worked in bringing down the cost per lead by 30%.
•	Develop and launch Anteaq online clients lead generation campaigns with an astonishing cost per acquisition of $10 per lead.

Founder

JobStreet Singapore

On a mission to rejuvenate growth on topline marketing metrics and bottom line marketing metrics for Singapore Market. Successfully reversed the brand metrics decline and ignited double digits bottom line marketing metrics growth via strategies involving offline media, paid media, PR, SEO and social.

Led and groomed a team of 10 marketers across brand, digital, PR and social that consistently achieved and exceeded marketing goals.

Head Of Marketing

Led the candidate acquisition marketing team in building creative candidates acquisition campaign which has resulted in bottom line metrics grew by 20% YoY. Stitched the right investment plan to reverse the decline in brand metrics which has resulted in brand metrics to grow 10% YoY.

Candidate Marketing Manager

foodpanda

Led the initiative to bring Foodpanda closer towards profitability. Drove efficient B2C and B2B acquisitions for Foodpanda APAC business through a complex paid social media marketing strategy involving Facebook, Instagram, Snapchat and TikTok. 

Improved cost per install and cost per acquisition by 10 - 30% in JAPAC markets through A/B testings and various campaigns optimizations

Senior Paid Social Digital Marketing Manager

Eastspring Investments

Solidify Eastspring's ambition in growing its presence in the digital space especially in the social media space. With data driven A/B tests, social media engagement grew by 15% YoY and traffics grew by 15% YoY through efficient media buy.

Co-led a digital first campaign to solidify Eastspring's leadership in money parenting space. It is a data driven campaign with research data across JAPAC market that won a silver Markies award.

Digital Marketing Manager

Telenor

Part of a digital transformation team aimed at building a center of excellence in Singapore to drive innovative performance marketing campaign strategies aimed at helping Telenor Business Units in Malaysia, Thailand, Norway, Myanmar and Sweden grow their paid media strategies.

•       Collaborated closely with senior marketing leaders team on the development of digital marketing budget, KPIs, measurements, and multi-touch attribution model.

•      Accelerated knowledge transfer to local business units on social media best practices through a collaboration with Facebook and Twitter resulted in a 10% higher engagement rate on social media sites.

•      Built the paid social media marketing team and led the engineering of complex full-funnel social media marketing strategies that resulted in 40% lower cost per acquisition.

Senior Paid Social Marketing Manager

• Worked with Telenor's management team on developing transition plan of digital marketing execution from external agencies to in-house team. 

• Presented pilot transition plan to in-market marketing teams and collaborated with the team on identifying and executing pilot campaigns.

• Strategized and planned campaigns execution resulting in average campaigns performance improvement by 30-40%.

• Worked closely with Paid Social Media Marketing Specialists in ensuring a smooth execution of the paid social media strategy.

Paid Social Media Marketing Manager

Facebook

•       Managed a set of top-tier clients in travel and tech across south east asia with a portfolio size of US$ 12,000,000 and fostered a close working relationship with both agencies and key stakeholders at the clients’ side.

•      Actively proposed optimization recommendations and A/B test plans to clients. For an instance an innovative A/B test campaign for Uber led to cost per conversions to improve by 30% and investment to grow by 40% quarterly.

•      Collaborated with cross-functional teams on stitching data driven  Facebook solutions aimed at growing top tier clients' marketing metrics growth.

• Key Accounts: Uber, Singapore Airlines, Singtel, Philippines Tourism Board;

Client Solutions Manager

Aberdeen Standard Investments

•       Liaised with the digital marketing team and agencies on the development of micro site, SEM campaigns & Google Display Networks banners.

•       Pro-actively monitored Above the Line (ATL) and Below the Line (BTL) competitor activities and presented the findings during monthly sales meeting.

Marketing Executive

Yahoo!

•       Worked closely with the sales team to understand clients’ online marketing objectives and devised an online marketing proposal tailored to achieve clients’ KPIs.

•       Managed a team of copywriters and implemented a process improvement which significantly improved the average campaigns set-up and trouble-shooting turnaround time by 30%.

•       Actively analyzed the performance of clients’ campaigns and proposed online marketing strategies which helped the team to constantly overachieve the revenue target by 5 – 10%.

• Key Accounts: Qoo10, Airasia, Zalora, Lazada;

Creative Strategist

Singapore Business Federation

•       Developed numerous Marketing plans & conceptualized year-long Trade Marketing programs.

•       Being in charge of the project budget and helped the federation defrayed costs through partnership with companies and project costs negotiation.

David has more than 15 years of working experience in the field of digital marketing. He has rich experience in SEM, Direct Buy and Facebook Ad campaign management and optimization. A strong communicator and presenter with an ability to sell complex solutions to both the management team and team members. Proven results in getting investment growing from clients through strong stake holder management and strong working relationship.

Expertise: Analytics, Digital Marketing, Branding, Advertising, Website Design, Product Launch, Seminars, SEM, PPC, Programmatic, SEO, FB Ads, Instagram Ads, Paid Social, Paid Social Marketing, Users Acquisitions, App Installs, Growth Marketing

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Ken Shih

David Setiawan

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