Ronald Li

Hang Seng Private Banking Focus on building close relationship with our high-net-worth customers, providing professional advice and premium service to them and contribute to the profitability of the Bank. Principal Responsibilities - Strategic Sales Execution: Formulate and implement comprehensive insurance marketing and sales initiatives tailored for private banking segments to accelerate the achievement of corporate AOP targets. ​- Frontline Advisory & Enablement: Act as a key technical specialist providing end-to-end pre-sales portfolio consultations and structured post-sales reviews for Relationship Managers and HNW individuals. ​- Bespoke Wealth Solutions: Design sophisticated life insurance, asset preservation, and succession planning structures to meet the unique wealth management goals of ultra-high-net-worth clients. ​- Professionalism & Talent Training: Conduct regular training workshops for frontline staff covering advanced product knowledge, market dynamics, and tactical portfolio review techniques to elevate team-wide sales capabilities. ​- Regulatory Compliance & Risk Control: Provide continuous education and oversight on the latest regulatory updates and compliance frameworks, ensuring all insurance transactions perfectly align with institutional and statutory standards.

- Connecting and partnering with Relationship Managers / Personal Banking Manager to provide portfolio management and professional life insurance services to our bank SupremeGold, Private and SupremeGold customers - Appropriately map and provide relevant and suitable insurance products & services to meet existing and prospective customers' needs Engage in the end-to-end insurance service which includes customer needs identification, solution recommendations, application fulfillment and follow up - Responsible for quality assurance and control measures by delivering the best suitable protection solutions to customers Identify and capture insurance business opportunities with prompt follow up on analytically driven leads and provide specialist advice on appropriate insurance solutions to ensure the needs of clients are fulfilled - Establish effective working relationships with other teams within the Branch and other relevant partners to ensure a consistent approach and application of outstanding service standards - Participate in promotional campaigns to acquire new business and strengthen customer loyalty - Maintain awareness of operational risks and adhere to relevant policies and guidelines

- Working as Branch Insurance Champion - Provide specialist advice on appropriate insurance solutions to ensure the insurance or protection needs of Advance and Mass Market, bank supreme accounts or private accounts are well fulfilled. - Consistent control on Branch RM pipeline management to fulfil quarterly/ half year/ year-end target, breakthrough on customer journey on realisation-rate and mega deal/ jumbo deal - Establish effective working relationships that impact client's experience of bank in order to deliver a consistent approach and application of outstanding service standard - Build and maintain a positive team culture, through ensuring quality business referrals and referral skills among team members, and contributing to product knowledge and skills sharing Maintain high level of compliance guidelines and procedures - Ensure self and team activities follow relevant legal and regulatory requirements and meets bank standards and procedures

Million Dollar Round Table Member 2013/2014/2016/2017 Front-line sales and marketing in insurance product including general, life, MPF and corporate solution Frequent recruitment and training with new members Presentation from pitch to after-sell services to individual and SME. Local university Internship program

Young Scholarship Award