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

LKN Consulting

- Formulate end-to-end digital strategies, from building brand awareness to driving conversions and fostering user retention.
- CRM strategies that focus on converting cold leads into valuable sales.
- Implement effective SEO strategies to improve search engine rankings, attract qualified leads, and enhance brand awareness.
- Provide in-person and virtual trainings to in-house staff on digital marketing topics, empowering them to execute effective campaigns independently.

Visit www.lknconsulting.com for details

Principal Consultant

Grantit

- Generate company's record high of new users loan applications in Q2 & Q3 2023
- Build strategic affiliate partnership with high profile brands and successfully open new revenue streams  
- Define growth strategy, focusing on scaling up marketing reach, driving retention and conversion optimization.
- Launch growth experiments to improve the marketing and operation efficiency.
- Collaborate with Product and Engineering team leads to prioritise growth product features and lead funnel optimization strategy
- Provide input on statistical modelling to define profitability, LTV and credit risk of acquired customers.
- Develop and maintain critical customer LTV and credit risk related Tableau dashboards to address and formulate company growth strategy.
- Featured on Business Innovator Media Interview

Senior Manager, Growth Marketing & Strategy

uSMART Securities Limited

- Grew the digital team from 1 to 7 people, oversee the management and performance of the team, made up of Apple Search Ads, Google UAC, SEM, SEO, Social Media, CRM and affiliate specialists. 
- Developed mobile priorities, digital plan and oversee digital marketing budgets and KPIs
- Generated 80% of the company’s active users and transactions via my managed digital channels
- Spearheaded the digital strategy for app performance, CRM marketing and user retention initiatives. 
- Led all data analytics setup on Google Analytics, Google Tag Manager, Google Data Studio, Campaign Manager, SA360, AppsFlyer and Firebase to ensure digital metrics are tracked
- Three-time champion of the “Outstanding Employee of the Month” award presented by the CEO

Senior Growth Marketing Manager

Mitrade Global Pty Ltd

- Led a team of 9 regional digital specialists, content managers, brand managers and UX/UI designers
- Developed long term regional digital marketing strategies roadmap from gaining brand exposure, developing content to generate lead conversions, user retention and deposits from trade users
- Generated user registrations via SEM, SEO, Google UAC, ASA, Paid Social and Programmatic Media Buy channels
- Established and implemented digital data infrastructure for advanced analytics via AppsFlyer and GTM
- Key markets include Australia, Taiwan, Malaysia

Head of Digital Marketing

Planto

- Worked as independent consultant to provide fintech mobile marketing & PR expertise to Planto
- Recommended specific marketing approaches and spending budget to achieve KPIs set by investors

Advisor

Young & Rubicam

- Launched the 1-1 first party data driven service and spear-headed the digital team in Hong Kong
- Managed paid advertising and media buys across SEM, SEO, Display, Social and DSP in HK & SG
- Led the Strategic Partnership & Business Innovation projects both within company and clients, managed several key accounts including Colgate, Caltex, Yew Chung Education, 3M
- Key markets include Hong Kong, Singapore

Head of Digital Commerce

MoneyHero Group (Nasdaq: MNY)

- Regional affiliate program set up in Hong Kong, Taiwan, Singapore, Indonesia, Philippines and Malaysia
- Formulated regional affiliate strategies and execute the action items to maximise business growth
- Managed and provide intensive training to local affiliate team members
- Maintained an overall CRR of 0.5 or less in 2016
- Reviewed legal/vendor contracts 
- Formulated internal operation procedures for each local teams to ensure all activities are tracked and reported efficiently
- Key markets include Hong Kong, Taiwan, Singapore, Indonesia

Head of Partnership Marketing

GlobalWide Media

- Developed and recruited affiliate marketers in Asia Pacific regions.
- Grew and maintained leadership of Neverblue amongst competitors in Asia Pacific.
- Speaker of Neverblue Affiliate Interact Event in Hong Kong, Singapore, New Delhi, Bangkok, Shenzhen and Shanghai.
- Presented the optimization techniques on SEO, PPC and Social Media during the Neverblue Monthly Webinar Event.
- Provided and coordinated networking events for Neverblue affiliates across different regions in Asia Pacific.
- Managed key affiliate accounts in Asia Pacific.
- Key markets include Hong Kong, Singapore, Australia, Thailand, Malaysia and India

Senior Affiliate Manager - Asia Pacific

I help clients to make profit by increasing revenue and reducing their cost

15 years of digital marketing experience working across affiliate network, agency, many in-house companies worldwide.

A firm believer that user retention is just as important (if not more) as user acquisition

Paid ads have its value but should not require 100% of our attention

Demonstrated expertise in PPC, SEO, affiliate marketing, budget management, customer segmentation, marketing strategy, landing page optimization, content strategy, data analysis.

I'm also a passionate football fan who enjoys analyzing matches and players using data-driven insights. If you share this interest, I'd be delighted to have a casual chat with you.

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The Battle

Ken Shih

Kelvin L.

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