Dennis Li Email and Phone Number

Target driven, dynamic and analytical finance professional with 5+ years success in stockbroking, Foreign Exchange and Derivatives markets. . Constantly exceeds targets, assists new business development, improves internal corporate system and increases company revenue.• Manage the currency risks associated with dealing internationally through services tailored to each individual business' needs and exposure • Analyze the cash flows, budget rates and transaction frequency of clients to determine the appropriate risk management tools for the business • Provide general advice to SME and Corporate clients including market trends, key data releases and expected market fluctuations • Process currency purchases including Spot, Forward and Options, implement corporate risk management/hedging strategies across the APAC market • Manage pre-deliveries and extensions of trades and forward contracts • Price forward contracts and options for clients • Regular Market Updates and Commentaries to clients

* Effectively managed a portfolio of SME and Corporate clients by providing advocacy and responsiveness to client needs, increasing business participation and maintaining profitability goals* Contributed to portfolio growth and strategic planning in Asia Pacific region. A great success in new business startup in China * Successfully developed and maintained relationship with corporate clients, contributing constant increase in revenue in the institutional segment* Outperformed company’s KPIs with a track record of exceeding monthly sales targets* Increased monthly new business acquisition by 60% from organising on-site activities and developing lead-generating campaigns (trading seminars, annual VIP gala and online education portal)* Provided regular review and continuous supports on client portfolio and identify new business needs* Increased sales productivity through regular review of leads conversion and internal referral program* Ensured compliance with all AML laws and internal compliance policy, customer/transaction monitoring

* Consistently exceeded the sales and closed sales target in both stockbroking and retail banking pipelines * Trained and managed a team of 10 new employees with our products and platform to maximise customer satisfaction and sales opportunities* Acquired $1 million+ revenue in new accounts via proactive, creative marketing efforts* Increased 20% annual account acquisition from competitors by managing and building solid relationships with CBA branches and internal stakeholders* Effectively managed client relationship by providing timely market information, credit reports and promotion campaigns * Reactivated over 100 accounts in 3 months through correctly profiling and understanding client’s financial needs* Developed Cross-sale Training Program that increased sales of retail banking products by 12.5%* Delivered exceptional service through phone, email, and face-to-face communications with clients and partners network to correctly identify and cater clients’ financial services needs