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Emily Li

Emily Li

Vice President

Followers of Emily Li940 followers
location of Emily LiUnited Kingdom

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  • Timeline

  • About me

    Mortgage Advisor UK CeMap qualified

  • Education

    • The Chinese University of Hong Kong

      -
      BBA Marketing

  • Experience

    • Sun Hung Kai Financial Group

      Mar 2005 - Dec 2007
      Vice President

    • AIG Private Bank

      Jan 2008 - Aug 2008
      Relationship Manager

      Responsible for serving and managing the asset of the high-net-worth clients of the bank and provide premium private banking services to the clients in China team.

    • Fortune Wealth Management Ltd.

      Oct 2008 - Dec 2011
      Sales Diector/Chief Executive

      Set up this wealth management business for a listed financial group in Hong Kong and acted as Chief Executive of the company holding the responsibility of the licensing matters with the regulator and managing the sales performance of the company.

    • Harris Fraser Group

      Jan 2012 - Jun 2014
      Associate Director

      Wealth ManagementInvestment managementImmigration services

    • Fulbright Wealth Management Limited

      Nov 2014 - Jun 2015
      Business Director

      -comprehensive wealth management solutions to private individuals-financially planning, insurance planning, tax planning-overseas migration services

    • PC securities Financial Group

      Oct 2015 - Feb 2016
      Associate Director

      -provide financial consulting services to high net worth clients in Greater China Region

    • Kaiser Wealth Management

      Apr 2017 - Jan 2018
      Chief Executive

      Acting as the Chief Executive of the company’s insurance brokerage license with the regulator and managing the overall business operations and sales performance

    • Safetynet Company Ltd.

      Jul 2021 - Jun 2022
      Responsible Officer/Director

      Acting as Responsible Officer for the licensing matters of the company and dealing with the Insurance Authority for the compliance function of the company. Set up the insurance brokerage business for a large logistics company in HK and overseeing the operations of the business.

    • Capricorn Financial Consultancy

      Mar 2023 - Jan 2024
      Mortgage and protection advisor

  • Licenses & Certifications

    • CeMAP

      LIBF
      Dec 2022