En Li
San Francisco,CA
Summary
Detail-oriented and resilient financial professional with strong client communication skills, a high sense of responsibility, and a proactive mindset. Experienced in high-pressure environments and committed to continuous improvement.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Wealth Manager
Everbright Securities Co., Ltd.
05.2022 - Current
- Stockbroker; provide securities advisory and investment guidance.
- Offer diversified investment products including equities, bonds, public/private funds.
- Responsible for institutional and personal business.
- Managing assets of approximately RMB 100 million with 200+ clients.
Investment Consultant
Xin Hu Wealth Investment Management Co., Ltd.
04.2020 - 04.2022
- Developed tailored investment strategies for high-net-worth clients to optimize portfolio performance.
- Service products: Debt securities, trusts, equities, insurance, public funds, private funds, family trusts.
- A year and a half before the company faced systemic risks, I once again successfully predicted the risks and led all clients to implement asset segregation. This saved the clients 40 million RMB in losses.
Consultant
Hui Zhong Wealth Investment Management Co., Ltd.
09.2015 - 03.2020
- Acquired, followed up, and maintained client relationships, consistently meeting annual KPIs.
- Supported corporate marketing activities and conducted team training sessions.
- Focused on fixed-income products, private equity funds, and overseas insurance.
- A year before the company faced systemic risks, I foresaw the risks and successfully led all clients to transfer their assets. This saved the clients 25 million RMB in losses.
Marketing Specialist
Global Investment Consulting Co., Ltd.
02.2014 - 02.2015
- Lead planning and execution of marketing campaigns and client events, developed cross-industry partnerships.
- Promoted corporate branding.
- Organized large-scale events with more than 500 participants each quarter.
Planning & Sales Specialist
HOPEFLUENT GROUP HOLDINGS LIMITED Co., Ltd.
01.2012 - 01.2014
- Prepared project planning proposals and attend developer strategy meetings.
- Managed on-site sales, customer service, contracts signing, and complaint handling.
- Conducted market research and produce competitive analysis reports.
- During my internship, I participated in a small startup and helped it generate 7 million RMB in profit in one year.
Education
Master of Arts - Fashion And Textiles, Fashion Merchandising
The Hong Kong Polytechnic University
Hong Kong11.2010
Associate of Arts - Fashion Design
Xi’an Polytechnic University
China, Xi'an06.2008
Skills
- Chinese, English
Certification
- Fund Practitioner Qualification (基金从业资格)
- Securities Practitioner Qualification (证券从业资格)
Career Direction
- Investment
- Business
- Wealth Management
- Financial And Risk Management
Timeline
Wealth Manager
Everbright Securities Co., Ltd.
05.2022 - Current
Investment Consultant
Xin Hu Wealth Investment Management Co., Ltd.
04.2020 - 04.2022
Consultant
Hui Zhong Wealth Investment Management Co., Ltd.
09.2015 - 03.2020
Marketing Specialist
Global Investment Consulting Co., Ltd.
02.2014 - 02.2015
Planning & Sales Specialist
HOPEFLUENT GROUP HOLDINGS LIMITED Co., Ltd.
01.2012 - 01.2014
Master of Arts - Fashion And Textiles, Fashion Merchandising
The Hong Kong Polytechnic University
Associate of Arts - Fashion Design
Xi’an Polytechnic University