Joe Lam

Joe Lam

FI Sales

Followers of Joe Lam3000 followers
location of Joe LamHong Kong, Hong Kong SAR

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  • Timeline

  • About me

    CESGA® CEP®

  • Education

    • The Hong Kong Polytechnic University

      2023 -
      DBA Business Administration and Management, General
    • City University of Hong Kong

      2006 - 2008
      Msc in Financial Engineering Finance
  • Experience

    • Standard Chartered Bank

      Aug 2004 - Oct 2009
      FI Sales

      Shared coverage and responsibility for insurances, regional banks (NEA) on structured and flow interest rates & FX. Shared coverage of key institutional clients.Coverage on interest rates and FX, predominately Asian currency rates and FX. Product focus primarily on NDFs and up to first generation FXO (barriers) on the FX side and IRS and swaptions on the interest rates side.Coverage for Hong Kong Local banks' local treasuries on rates / FX acting as a liquidity provider and also on a solutions advisory basis on funding and hedging solutions including both local and cross-border solutions. Member of the structured products group which sold the first equity derivatives from Standard Chartered in recent years to Macau banks. The team was involved in preparation of the infrastructure from getting country addendums in place for Macau to marketing, distribution and settlement and worked closely with the specialist equity derivatives sales desk which was set up in early 2009.Responsible for end to end marketing, pricing and execution of structured and flow interest rates & FX.Shared responsibility to support balance sheet and manage liquidity for SCB through active management of the institutional money market portfolio. Show less

    • Bank of Tokyo-Mitsubishi UFJ

      Oct 2009 - Dec 2014
      Rates and FX Sales, Global Markets Division NEA
    • Commonwealth Bank

      Jan 2015 - Nov 2015
      Associate Director
    • Credit Suisse

      Feb 2016 - Jun 2017
      Vice President
    • ICBC International

      Jun 2017 - Jul 2019
      Vice President
    • BOCOM International

      Jul 2019 - Sept 2020
      Associate Director
    • CEB International Investment Corporation Limited

      Sept 2020 - Dec 2023
      Associate Director
    • Fulbright Financial Group

      Feb 2024 - now
      Head of ESG and Alternative Investment
  • Licenses & Certifications

    • Carbon Emissons Trading 1 & 2

      上海环境能源交易所 CNEEEX
      Dec 2023
    • Mensa

      Mensa International
      Aug 2023
      View certificate certificate
    • MIT Media Lab Cryptocurrency

      Massachusetts Institute of Technology
    • Certified ESG Planner (CEP®)

      International Chamber of Sustainable Development
      Oct 2024
    • CESGA

      EFFAS - The European Federation of Financial Analysts Societies
      Feb 2021
    • Climate Change: Economics and Governance

      The London School of Economics and Political Science (LSE)
      Jun 2024