黃金一代的財務策劃 Financial Planning for Golden Agers
13:00 - 14:30
智齡創意坊 Smart Ageing Innovation Lab
廣東話 Cantonese
星展銀行(香港)有限公司 財富管理 投資產品及諮詢部主管兼執行董事
張宏浩先生
Mr Rocky CHEUNG
Executive Director Head of Investment Product and Advisory, Hong Kong Wealth Management DBS Bank (Hong Kong) Limited
張宏浩先生為星展銀行(香港)有限公司財富管理投資產品及諮詢部主管兼執行董事,於2004年11月加盟星展,擔任投資顧問,並於2009年轉任私人銀行投資主管。
張先生主領投資團隊,包括監察不同資產分層、提供專業顧問意見及投資服務予客戶及星展集團內各部門。他亦曾出任星展銀行股票及基金投資團隊的主要職務,安然渡過2008年次級及環球金融危機。
張先生擁有16年金融業務經驗。加盟星展前,他曾任職私人對沖基金機構交易員及構思衍生產品交易系統之顧問。張先生曾於事業初期擔任香港期貨交易所電子交易部多個職位。此外,他亦協助台灣大華證券建立香港業務。張先生為交通銀行(香港)管理見習生,開展其事業。
張先生持有香港科技大學投資碩士及城市大學電子商務碩士學位,亦持有香港科技大學工商管理學士。
Mr Rocky Cheung is Executive Director, Head of Investment Product and Advisory, Hong Kong, Wealth Management of DBS Bank (Hong Kong) Limited. Mr Cheung joined DBS Private Bank in November 2004 as an Investment Advisor and was subsequently appointed as Head of Investment Team in 2009.
He leads the investment team overseeing different asset classes, providing advisory and investment services to external clients, as well as business units within DBS Group. Prior to his current appointment, Mr Cheung played a key role in the Equity and Fund Investment Teams to ride out the sub-prime and the global financial crisis in late 2008.
Mr Cheung has 16 years of experience in the financial industry. Prior to joining DBS, he was a trader in a private hedge fund house and a consultant for designing derivatives trading system. In his earlier career, he spent three years at Hong Kong Futures Exchange Limited and held various roles in the electronic trading department. Before that, Mr Cheung helped Taiwan’s Grand Cathay Securities Corporation to set up operation in Hong Kong. He started his career as a Management Trainee at Bank of Communications, Hong Kong.
Mr Cheung holds two master degrees, Master of Investment and Master of E-commerce from Hong Kong University of Science and Technology (HKUST) and City University of Hong Kong (CUHK) respectively. He also holds a Bachelor degree in Business Administration from HKUST.