Richard Li, Mba, Frm, Cssbb Email & Phone Number

Hong Kong

- Manager in Charge (MIC) of Operational Control and Review and IT of Ping An Asset Management (Hong Kong) Company Limited (PAAMHK), a wholly-owned subsidiary of China Ping An Insurance Overseas (Holdings) Limited, and type 1, 4 and 9 licensed institution under the Securities and Futures Commission in Hong Kong.- Member of Board of Directors of Ping An of China Asset Management Fund, a Luxemburg UCITS fund series under management of PAAMHK.- Supervising Operations team of 10, responsible for the daily operation of the funds and mandates managed by PAOH and its subsidiaries.- Supervising IT team of 4, responsible for onsite tech support and system developments.- Reviewing and approving decisions that impact the funds and mandates under management.- Continuously improving operational efficiency and accuracy through process optimization and system enhancement.- Maintaining up-to-date operational policies and procedures to align with process adjustments and regulatory updates.- Managing and maintaining relations with external service providers and other stakeholders.

Hong Kong

- Worked closely with clients as treasury consultant for transactional and liquidity management solutions that fit their business need and strove for optimal cash management efficiency.- Designed global cash management solutions for multinational corporation clients, and coordinated with related overseas branches for solution implementation.- Continuously improved the products offered.

Hong Kong Sar

- Supervised team of 140, responsible for the AML/KYC compliance checking of account opening and trigger events.- Continuously improved operational efficiency and accuracy through process optimization and system enhancement.- Maintained up-to-date operational policies and procedures to align with process adjustments and regulatory updates.- Advocated Lean and Six Sigma culture throughout the department and cultivated the spirit of continuous improvement.- Certified Six-Sigma and Lean Black Belt

Shanghai City, China

- Managed and implemented Business Process Re-engineering projects across various subsidiaries of Ping An Group.- Managed and implemented external management consulting project.- Certified Six-Sigma and Lean Green Belt

Beijing City, China

- Established the mathematical model of the main frame of China Telecom Network- Participated in stipulating the Emergency Protocol of the main frame network

Master Of Business Administration - Mba

Bachelor Of Applied Science (B.A.Sc.), Information And Computational Science In Mathematics