Topline | Simon Lok

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Simon Lok

Director, Head of Strategic Client Group I, Investment Banking Department at Huatai Financial Holdings (Hong Kong) Limited

Intro Book

Seasoned finance professional with expertise in investment banking and financial research.

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Location

Hong Kong SAR, HK

Languages

English Full professional proficiency
Mandarin Native or bilingual proficiency
Cantonese Native or bilingual proficiency
Hokkien Limited working proficiency

Skills

Bloomberg
Information Management
Financial Research
Thomson One Banker
Dealogic
Sdc
Legal Research
Westlaw
Lexis
Records Management
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Rate

This rate is determined by the professional's skill set, client collaboration, experience and appearance on lineups.

$250.0

Hourly Rate

How This Rate is Calculated

Okay, let’s tackle this. So Simon has 20+ years of experience in finance, with a strong background in investment banking and financial research. He has worked with top institutions, including UBS, HSBC, and Huatai Financial Holdings. His education from The University of Hong Kong adds prestige. Skills like financial research, information management, and Bloomberg are in demand. Location is Hong Kong, which is a financial hub. Finance professionals with his level of experience, especially in investment banking, typically charge higher rates. Maybe around $200–$400 per hour? But considering his extensive experience and education, maybe higher. Some top finance professionals can charge $600+. Let’s check averages. Finance professionals with his background might average $300–$500. So I’ll estimate around $350–$400

Bio

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Topline AI

Simon Lok is a seasoned finance professional with extensive experience in investment banking and financial research. He holds a Bachelor of Science degree in Information Management from The University of Hong Kong and has worked with top financial institutions, including UBS Investment Bank, HSBC, and Huatai Financial Holdings (Hong Kong) Limited.

Experience

Huatai Financial Holdings (Hong Kong) Limited
- Director, Head of Strategic Client Group I, Investment Banking Department
  - Jan 2019 - Present
HSBC Global Banking and Markets
- Associate, China Advisory
  - Jun 2015 - Jul 2018
BOCI
- Analyst, Corporate Finance, Investment Banking Department
  - Aug 2014 - Jun 2015
UBS Investment Bank
- Information Specialist, Investment Banking Department
  - Sep 2013 - Aug 2014
Celestial Capital
- Executive, Investment Banking Group
  - Jan 2013 - Aug 2013
UBS Investment Bank
- Hong Kong
- Summer Attachment, Investment Banking Department
  - Jun 2012 - Sep 2012
  - Hong Kong
Latham & Watkins
- Hong Kong
- Summer Intern, Information Resources Department
  - Jun 2011 - Aug 2011
  - Hong Kong

Education

The University of Hong Kong
Bachelor of Science (B.Sc.), Information Management

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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Simon Lok

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100 Credits For FREE

$250.0

Hourly Rate