財務金融人才
另類投資產品設計與發展策略工作坊
Advanced Workshop on Designing Alternative Investment Product
9/3(三)-9/4(四) 每天 09:00-17:00
 |
目標學員 |
適合具 5~8 年投資部、企業金融、企劃 等實務經驗之銀行從業人員
|
課程大綱 |
|
◆ |
Innovation and Design Processes for Financial Products |
|
◆ |
Developing Market-Driven Products in Banking |
|
◆ |
Customer Segmentation Analysis and Product Pricing Strategies |
|
◆ |
Balancing Risk and Return in Banking Products |
|
◆ |
Successful Financial Product Design and Marketing Strategies |
|
講師介紹 - Mr. Ronald Chung |
Mr. Ronald Chung is a seasoned expert in corporate treasury, credit research, and financial product training with over 20 years of international experience across top-tier financial institutions. He has served as the Director of Research at the Credit Research Foundation (USA) and as a Senior Consultant to the Treasury Management Association (now AFP, USA). Ronald has also held senior roles in corporate treasury services and derivative product solutions at Bank of America Merrill Lynch and Citibank in the United States.
Ronald has delivered specialized training in investment markets and capital market products for both entry-level analysts and senior bankers. His training clients include prestigious financial institutions such as Credit Suisse, HKEX, HSBC, Julius Baer, J.P. Morgan, Standard Chartered, and UBS across asset management, private banking, and wealth management divisions. He has also designed and led custom training programs for UBS’s second-generation HNW clients.
財務金融人才
另類投資產品設計與發展策略工作坊
Advanced Workshop on Designing Alternative Investment Product
9/3(三)-9/4(四) 每天 09:00-17:00
|
目標學員 |
適合具 5~8 年投資部、企業金融、企劃 等實務經驗之銀行從業人員
|
課程大綱 |
|
◆ |
Innovation and Design Processes for Financial Products |
|
◆ |
Developing Market-Driven Products in Banking |
|
◆ |
Customer Segmentation Analysis and Product Pricing Strategies |
|
◆ |
Balancing Risk and Return in Banking Products |
|
◆ |
Successful Financial Product Design and Marketing Strategies |
|
講師介紹 - Mr. Ronald Chung |
Mr. Ronald Chung is a seasoned expert in corporate treasury, credit research, and financial product training with over 20 years of international experience across top-tier financial institutions. He has served as the Director of Research at the Credit Research Foundation (USA) and as a Senior Consultant to the Treasury Management Association (now AFP, USA). Ronald has also held senior roles in corporate treasury services and derivative product solutions at Bank of America Merrill Lynch and Citibank in the United States.
Ronald has delivered specialized training in investment markets and capital market products for both entry-level analysts and senior bankers. His training clients include prestigious financial institutions such as Credit Suisse, HKEX, HSBC, Julius Baer, J.P. Morgan, Standard Chartered, and UBS across asset management, private banking, and wealth management divisions. He has also designed and led custom training programs for UBS’s second-generation HNW clients.