Po Li

Po Li Email and Phone Number

Wealth Manager at HSBC Retail Banking and Wealth Management @ HSBC
london, greater london, united kingdom
Po Li's Location
Greater London, England, United Kingdom, United Kingdom
Po Li's Contact Details

Po Li personal email

n/a
About Po Li

Po Li is a Wealth Manager at HSBC Retail Banking and Wealth Management at HSBC. He possess expertise in wealth management, portfolio management, financial advisory, investments, banking and 11 more skills. He is proficient in English and Chinese (Simplified).

Po Li's Current Company Details
HSBC

Hsbc

View
Wealth Manager at HSBC Retail Banking and Wealth Management
london, greater london, united kingdom
Website:
hsbc.com
Employees:
192615
Po Li Work Experience Details
  • Hsbc
    Wealth Manager
    Hsbc Aug 2010 - Present
    Gerrard Street / West End
    Manage a portfolio of HNW clients - specialised in Chinese speaking clientsProvide holistic financial adviceKYC on new and existing Premier clients Acquiring, developing, and deepening relationships with a portfolio of Premier ClientsDelivering a consistent and tailored wealth management service to Primer clientsMonitoring the performance of the assigned portfolio to ensure it is effectively runDriving new businessDeveloping a long term, in depth client relationships with clients
    View
  • Hsbc Retail Banking And Wealth Management
    Retail Branch Manager
    Hsbc Retail Banking And Wealth Management Feb 2007 - Jul 2010
    Surrey Quays
    View
  • Harrods
    Sales Manager
    Harrods Sep 2005 - Feb 2007
    Knightsbridge
    View

Po Li Skills

Wealth Management Portfolio Management Financial Advisory Investments Banking Financial Services Relationship Management Retail Banking Mortgage Lending Mutual Funds Crm New Business Development Business Strategy Business Analysis Client Relations Client Services

Frequently Asked Questions about Po Li

What company does Po Li work for?

Po Li works for Hsbc

What is Po Li's role at the current company?

Po Li's current role is Wealth Manager at HSBC Retail Banking and Wealth Management.

What is Po Li's email address?

Po Li's email address is po****@****sbc.com

What are some of Po Li's interests?

Po Li has interest in Animal Welfare.

What skills is Po Li known for?

Po Li has skills like Wealth Management, Portfolio Management, Financial Advisory, Investments, Banking, Financial Services, Relationship Management, Retail Banking, Mortgage Lending, Mutual Funds, Crm, New Business Development.

Who are Po Li's colleagues?

Po Li's colleagues are Prabagaran Vijaya, Pam Kooner, Phani Kumar, Michael Bauer, Mohamed Ashraf, Bobby Cheung, Diep Nguyen.

Not the Po Li you were looking for?

View similar profiles

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.