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AI Prompt HK

AI Prompt Kit - HK

 

For Sales, Traders building out the next gen of the ecosystem.

 

Objective:

Get familiar with AI tools to sharpen our competitive edge.

Module 1: 

Spider Chart

,DB,NOMURA,JANE STREET

Balance Sheet Usage,4.6,2.7,2.1

Risk Management,3.4,3.3,1.8

Market Focus,3.6,4.4,2.0

Client Engagement,4.0,4.2,1.4

Content,3.8,3.9,1.2

Regulatory Status,4.3,4.2,1.8

Technology,2.9,2.1,5.0

Portfolio Trading,3.1,1.6,4.5

Prompt 1

Please create a radar chart from these figures: [input csv file]

Prompt 2 ["You get to choose the x and y"]

Create a 2x2 matrix x-axis Balance Sheet Usage y-axis Technology

Prompt 3

Interpret this chart as a competitive comparison and recommendations for Nomura to beat the competition.

Prompt 4

Overlay this strategy visually by showing where Nomura could move on the 2×2 chart over the next 6–9 months to own the hybrid position (new target position for Nomura). That would make the competitive shift very clear.

Prompt 5

Provide me with an execution plan to make this happen.

Prompt 6

Map this plan onto a visual “9-Month Trajectory Chart” showing Nomura’s movement in the 2×2 each quarter — so leadership can track the climb towards that top-right hybrid position. This would make the plan tangible for ExCo and clients alike.

Prompt 7

You are a [sales / trader] in credit flow business at a global securities firm operating in Hong Kong, [* “I help [client type] get [outcome] by [unique edge], especially when [market condition].” Create three “CEO-ready” taglines (max 10 words) you can use at the start of a meeting.

 

Example: You are a sales in credit flow business at a global securities firm operating in Hong Kong, [* “I help APAC real money deploy cash quickly into short-dated IG FIGs by giving them live colour on secondary flows, especially when US rates are volatile.”.” Create three “CEO-ready” taglines (max 10 words) you can use at the start of a meeting.

Module 2

🟥 SCENARIO 1 – Downgrade Chaos after US Regional Bank Shock

Context: On 7 Aug 2023, Moody’s downgraded 10 US regional banks and put 6 more under review. US FIG spreads gapped wider, AT1s and subordinated debt came under pressure, and there was chatter about forced selling from rating mandate breaches. Asia IG/HY desks were closed at the time — reopening with volatility, price gaps, and liquidity risk on the table.

Your job: Surface actionable intel before competitors and turn it into a client-ready trade idea.

Step 1 – Market Intel Scan (Grok Prompt):

lua

CopyEdit

Search X posts from 7–9 Aug 2023 about Moody’s downgrade of 10 US regional banks.

 

Look for:

- Forced selling or fund rating mandate breaches

- Notable FIG bond spread moves (bps, maturity, senior/sub)

- Knock-on moves to AT1s, T2, or sector peers

- Contrarian buyer interest or relative value switches

 

Output format:

Issuer / Security:

What’s Happening (max 2 lines):

Why it Matters to Asia Credit Flow (max 2 lines):

Link:

Step 2 – Turn Intel into Client Pitch (Nomura AI Prompt):

 

csharp

CopyEdit

From the above intel, choose one opportunity Nomura’s Asia credit flow desk can act on faster or smarter than competitors.

 

Write a concise client pitch in this format:

 

[Headline Idea] – [bps move / spread level / RV angle]

[One-sentence reason why it’s compelling now]

[Execution edge: how Nomura can deliver size, speed, certainty]

 

Keep tone professional, market-native, and client-facing.

Module 3

Prompt 1: Opportunity Scan — Start with the Real Pain

As a [sales / trader] in credit flow business at a global securities firm operating in Hong Kong, [* “I help [client type] get [outcome] by [unique edge], especially when [market condition].” I'm looking at where AI can help sharpen my competitive edge against competitors like Deutsche Bank and Jane Street. Please come up with 5 ideas.

 

* Sales: “I help APAC real money deploy cash quickly into short-dated IG FIGs by giving them live colour on secondary flows, especially when US rates are volatile.”

 

For each idea, describe:

  • The business use case — real-world scenario with context

  • The pain it solves — make it real and tangible

  • A realistic AI-powered solution (tool type + data source)

  • Why it matters now (urgency, value at stake)

 

Layer the solutions: Predictive mathematical models + Generative tools + human in the loop

Decision Point

🎯 Shortlist ONE high-potential use case that feels real, urgent, and valuable.

Prompt 2: Market & Feasibility Check

For the idea ["number"];

  • What are existing AI solutions or case studies that address this painpoint?

  • Are any leading securities firms, fintechs, or vendors using AI this way?

  • What regulatory trends or constraints apply for credit flow for Asian market?

  • Is this solution technically feasible in a typical securities firm’s infrastructure?

  • What datasets are required? Proprietary and/or public?

  • What blockers or risks exist?

Prompt 3: Commercial Framing — Is It Worth It?

 

Evaluate the commercial strength of this AI solution.

  • What KPIs would prove it’s working?

  • What is the estimated revenue upside or cost reduction in $?

  • Where does it align with firm-level strategic goals in Asia?

  • Could this solution realistically generate at least $xx in new revenue or savings within 6-9 months?

 
 
📣 Prompt 4: What it Takes — Scope the MVP, Don't Build It

 

Define the MVP scope, but don’t design it.

  • What’s the first client use case or product segment to pilot?

  • What internal support (Business, Tech, Risk, Compliance, senior stakeholder support) do we need - and how do we build it right from the start?

  • Outline the budget, people, tech and compliance resources required.

  • How can we establish compliance by design, not as an afterthought?

  • Which vendors might we partner with?

  • What could block this — and how do we de-risk early?

📣 Prompt 5: 30-second elevator pitch

 

Create a 30-second elevator pitch designed to win support from the CEO at a global securities firm. Speak the language of commercial value, competitive risk and strategic urgency — not just operations or technology. Avoid buzzwords. Be blunt, specific, and outcome-focused. In bullet points.

 

Follow-up:

Create a 2-line “CEO soundbite” you can use at the start of a meeting.

Sharpen your edge

Reach out to Personna

+65 97988021
hello@personna.me

50 Niven Rd, 
Singapore, 228398

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