Gyeowoon Jeong
Sales Associate
Seoul
Summary
Seeking to extend career in FX/Derivatives sales with great passion to learn more about global markets and the participants, supported by solid financial background. Highly proactive and agile when it comes to adapting to new environment and demonstrates concentration with drive to success and attention to detail. Quickly escalates client enquiries and issues efficiently in a dynamic and stressful environment which consistently requires multi-tasking. Fluent in both English and Japanese as a Native Korean.
Overview
7
7
years of professional experience
10
10
years of post-secondary education
Work History
FICC Derivatives Sales Associate
Meritz Securities
3 2022 - Current
- OTC Derivatives Sales to Financial Institutions, mainly FICC products such as ELB/DLB and FX Spot/Forward/Options
- Meritz’s principal guaranteed ELB/DLBs are specifically sold to 29 FIs (Banks, Securities and Insurances) to be invested in retirement pension funds
- Regularly arrange client meetings in order to closely monitor market updates, listen to client needs and establish strong relationship
Trader
Hanwha Asset Management
07.2021 - 02.2022
- Execution of global equity and futures with local brokers via Bloomberg or messengers
- Follow-ups with brokers regarding odd-lots and order limits (CD, MOC, TWAP and Limit Price etc)
- FX Spot/Forward deal execution with banks via FX Connect and Refinitiv messenger
- FX Forward Unwinding and Roll-Over to adjust hedge ratio and respond to redemption demands
- Calculate and notify accrued advisory fees to overseas sub-managers in monthly basis and pay in quarterly basis
Officer, Trustee and Custodian Services
HSBC Markets & Securities Services
04.2019 - 06.2021
- Act as outbound trustee on behalf of institutional clients in HSBC Bank’s custody arm. Support portfolio management by following up with fund managers’ day-to-day instructions and enquiries
- Work with internal and external counterparts in other countries and regions when and where appropriate to provide relevant information and solutions to clients
- Release overseas equity and bond trades to Global Custody HK via HSBC net for trade matching and successful settlement after checking broker confirmations
- If there is any mismatched/failed trade, clients (including overseas sub-managers) should be advised to check with their brokers about the trade status
- Execute onshore and offshore Fund of Funds dealing orders via Korea Securities Depository and Transfer Agencies
- Convey contract notes as trade confirmations to clients after orders are dealt and NAVs are calculated by TA
- Monitor quarterly rebates and see if they are credited to the client’s accounts or reinvested accordingly.
- FX Swap deal affirmation with HSBC Global Market and third-party banks, which often accompanies repatriation from and remittance to the overseas account
- Deliver FX Details to the clients whenever there is auto FX from GC HK and local custody according to FX SI
- Settle RP, CD, call loans and short-term bonds such as CP, CD and ABSTB
- Other duties include monitoring subscription and redemption of OTC ETFs, stock/bond lending and borrowing and payment/withdrawal of futures margins
- Selected for Q1 2020 HSS Recognition Awards for outstanding efforts during COVID-19 situation
Officer, Loan and Trade Finance Operations
MUFG bank
01.2018 - 01.2019
- Issue Letter of Guarantees and Standby LCs to local corporates, Japanese corporates, MUFG overseas branches and correspondent banks
- Follow-up for amendments, collection of guarantee fees and due date control
- Purchase and settle non-recourse AR factoring and lease factoring
- Monthly/Quarterly reports to local financial authorities including BOK, Korea Credit Guarantee Fund and Korea Housing Finance Corporation
Intern
Macquarie Capital
09.2017 - 12.2017
- Support CFO with financial reporting procedures by preparing payment request forms according to treasury schedules
- This was done by processing invoices, tax payables and daily bank transactions of Re-Clean Holdings and the six SPCs within that Group, which are Macquarie subsidiaries involved in waste treatment and waste-to-energy business
- Manage aging of account receivables and consolidated financial statements for budgeting by closely keeping in contact with KPMG and PWC
- Assist in writing weekly and monthly reports with supporting documentation for audit trail
Education
BBA - Business And Economics
Ewha Womans University
Seoul, South Korea 03.2010 - 02.2017
High School Diploma -
Hankuk Academy of Foreign Studies
Yongin, South Korea 03.2007 - 02.2010
Skills
Product Sales
Client Service
Business Development
Customer Needs Assessment
Additional Information
- Passed 1st part of KICPA exam
- Certified Investment Manager
- Certified Securities/Fund/Derivatives Investment Advisor
Overseas Experience
- Member of the 6th Ewha Global Initiative to Japan, a World Expedition program sponsored by the Government (Dec 2010)
- Participated in a high school world explorer program to Morocco, Africa (Jul 2007)
- Attended the Kingsley School for Girls in Warwickshire, England in 2003
Timeline
Trader
Hanwha Asset Management
07.2021 - 02.2022
Officer, Trustee and Custodian Services
HSBC Markets & Securities Services
04.2019 - 06.2021
Officer, Loan and Trade Finance Operations
MUFG bank
01.2018 - 01.2019
Intern
Macquarie Capital
09.2017 - 12.2017
BBA - Business And Economics
Ewha Womans University
03.2010 - 02.2017
High School Diploma -
Hankuk Academy of Foreign Studies
03.2007 - 02.2010
FICC Derivatives Sales Associate
Meritz Securities
3 2022 - Current
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