Lei Li

Experience

• 

  Industrial and Commercial Bank of China

  Jul 2012 - Aug 2017

  1. Responsible for developing new private banking customers, and improving potential customers’ total assets or products coverage;2. Maintain existing customers and satisfy personalised products or value-added service demand;3. Plan and organise private banking clients activities regularly; 1. Systematically monitor and analyse the credit risk of institutional clients;2. Collect new policy and rules of regulatory authorities, major changes or risk events of customers and report monitoring analysis;3. Conduct branch offices verification and rectification to the detected compliance and risk issues. 1. Develop and maintain corporate clients relationship, continually explore potential business opportunities;2. Implement due diligence, project appraisal and feasibility analysis of financing project, or formulate financial solutions according to customer needs and organise the implementation;3. Post-loan management, value-added services

  • Private Banking Wealth Consultant, Supervisor

    Jul 2015 - Aug 2017

  • Institutional Clients Monitoring Division - Credit and Investment Management Department

    Apr 2016 - Oct 2016

  • Teller, Corporate Business Manager

    Jul 2012 - Jul 2015
• 

  CDH Investments

  Sept 2017 - now

  Senior Manager

  1. Develop and maintain CDH investor resources, establish a good customer relationship;2. Carry out the CDH RMB products financing for high net worth customers;3. Participate in the financing negotiations of individual investors, coordinate the entire financing due diligence, and prepare legal documents;4. Maintain good customer relationship after financing, provide professional wealth management services;