Kevin Tse
Hong Kong
Summary
Dynamic and results-driven Stock Broker with over a decade of experience in equity trading, client portfolio management, and financial advisory services. Adept at navigating Asian markets with a strong track record of delivering profitable investment strategies. Skilled in market analysis, risk assessment, and relationship management with institutional and high-net-worth clients.
Overview
10
10
years of professional experience
4
4
years of post-secondary education
Work History
Senior Stock Broker / Equity Trader
CLS Management
Hong Kong
03.2019 - Current
- Manage and advise a portfolio of institutional and high-net-worth clients on equities and financial instruments in the Hong Kong and wider Asian markets.
- Execute buy/sell orders efficiently while optimizing trading strategies to maximize client returns.
- Conduct in-depth market analysis, industry research, and risk assessments to inform investment decisions.
- Mentor junior brokers and analysts, enhancing team performance and client service delivery.
- Consistently achieved annual revenue and performance targets exceeding department benchmarks.
Stock Broker / Equity Trader
HSBC
Hong Kong
03.2016 - 02.2019
- Provided investment advice and executed equity trades for private and institutional clients.
- Developed personalized investment strategies based on market trends, client goals, and risk tolerance.
- Built and maintained long-term client relationships, leading to portfolio growth and client retention.
- Collaborated with cross-functional teams to deliver comprehensive financial solutions.
Education
Bachelors of Business and Economics -
09.2011 - 06.2015
Skills
- Equity Trading
- Portfolio Management
- Market Analysis
- Investment Strategy
- Client Relationship Management
- Risk Assessment
- Compliance
- Financial Modelling
- Forecasting
- Mentoring
- Team Leadership
Certification
- Licensed Stock Broker – S7, S9, LE, SGX
- CFA Level II
Languages
English
Cantonese
Timeline
Senior Stock Broker / Equity Trader - CLS Management
03.2019 - Current
Stock Broker / Equity Trader - HSBC
03.2016 - 02.2019
University of Hong Kong - Bachelors of Business and Economics,
09.2011 - 06.2015