Steve XU

Key Achievements:
• Generated USD 5–10 million annual trading revenue across CNH/CNY, USDHKD and major FX pairs
• Ranked #1 in FX trading volume among mainland China securities firms
• Led and developed a 2–3 person FX trading team, overseeing strategy, execution, and risk
• Awarded Best Foreign Exchange Trading Securities Firm (2020–2024)
Responsibilities:
• Led proprietary FX trading across interbank and offshore markets
• Monitored liquidity conditions and executed pricing strategies across multi-bank platforms (FXGO, JPM Execute, UBS Neo, HSBC Evolve etc)
• Collaborated with IT to enhance digital banking platforms and user experience
• Analyzed trading activity and client behavior to optimize execution and profitability
• Delivered tailored FX hedging solutions (spot, forwards, swaps, options) to institutional and retail clients
• Managed USD 100M fixed income portfolio, including Eurodollar corporate bonds and repo transactions
• Developed derivative trading strategies to support client acquisition and revenue growth
• Produced macro and FX market analysis to support trading decisions
• Collaborated with internal stakeholders on structured product development
• Drove Bond Connect business through research, strategy testing, and market insight reporting
• Actively traded precious metals (Shanghai Gold Exchange and COMEX)

Key Achievements:
• Delivered tailored FX trading and hedging solutions to institutional and retail clients across spot, forwards, swaps, cross-currency swaps and options, aligned with market conditions and client risk objectives
• Developed strong relationships with clients to understand their investment goals
Responsibilities:
• Executed FX trades (spot, forwards, swaps, options) across G10 and CNH/CNY markets
• Structured treasury solutions including FX swaps, XCCY, IRS, and structured deposits
• Provided market insights, investment opportunities and hedging strategies aligned with client risk profiles regularly
• Worked closely with Compliance, Risk, and Legal teams to ensure sales trading activities were aligned with regulatory requirements
• Supported internal training and product promotion initiatives
• Led cross-functional teams to develop new product strategies and roadmaps

Key Achievements:
• Delivered tailored FX trading and hedging solutions to institutional and retail clients across spot, forwards, swaps, cross-currency swaps and options, aligned with market conditions and client risk objectives
Responsibilities:
• Delivered FX trading and advisory services to institutional and retail clients
• Designed structured FX and interest rate solutions for risk management
• Conducted macroeconomic and market analysis to support client decisions
• Developed client relationships and expanded institutional and retail clients
• Delivered customised financial solutions including trade finance and structured products