David Lai Email and Phone Number
David Lai is a Director , Dealing at Value Partners Group 惠理集團 at Value Partners Group 惠理集團.
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Director , DealingValue Partners Group 惠理集團 Aug 2003 - PresentHong Kong Sar➢ Responsible for Equity trade execution in all Asia Pacific Markets such as Hong Kong, China A & B Shares and China Connect, Singapore, Malaysia , Taiwan , Thailand, Korea, Indonesia, Philippines, India, Australia➢ Responsible for Bonds and Foreign Exchange trade execution and hedging the portfolio whenever needed ➢ Preparing daily trade transactions Report and Brokers commission Report➢ Providing support to fund managers such as gathering market breaking news and Buy / Sell Flows from brokers -
Investment ConsultantEverbright Sun Hung Kai Company Limited Nov 2002 - Aug 2003Hong Kong Sar➢ Responsible for all kinds of financial products, such as Equity, Commodity, Mutual Funds and FX trading in all markets.➢ Maintain and develop relationships with existing and potential clients in a way of providing advice and executing clients’ orders.➢ Participation in the development of marketing strategies and preparation of road shows and seminars. -
Trainee Money BrokerIcap Apr 2002 - Jul 2002Hong Kong Sar➢ I worked closely with OTC derivatives market participants, compiling the best bids and offers and generate liquidity so that market players can execute trades. We execute through voice-based and Reuters Dealing 3000.➢ By maintaining good relationship with bank dealers, enable me to rapidly gather market information, especially instant prices and news.➢ I also have to prepare and send overnight orders to our London and New York offices. -
Associate , DealingExceller Ligue Strategic Investment Limited Dec 1999 - Oct 2001Hong Kong Sar➢ Responsible for managing investment portfolios, especially daily operation support, which including placing and executing trades on behalf of the fund manager, reporting portfolio performance, balance and hedging position. ➢ Information gathering and data analysis relating to company specific issues, such as comparisons of market quality and valuation measures (P/E ratio, NAV).➢ Maintaining close contact with outside brokers to obtain Research and Financial reports.
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Bank Representative (Remote Channel Ambassador), CitibankCitibank Apr 1999 - Sep 1999Hong Kong Sar➢ Responsible for introducing remote banking services (Internet Banking and Mobile Phone Banking) to existing branch users and new customers and build their habits of using these services. ➢ Introducing new banking products to potential customers.
David Lai Education Details
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Accounting And Finance
Frequently Asked Questions about David Lai
What company does David Lai work for?
David Lai works for Value Partners Group 惠理集團
What is David Lai's role at the current company?
David Lai's current role is Director , Dealing at Value Partners Group 惠理集團.
What schools did David Lai attend?
David Lai attended University Of Melbourne.
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