Tsz San Mike Li
Thornhill,ON
Summary
Multi-lingual financial professional with a strong record of productivity and efficient task execution. Expertise in trading management, risk assessment, and market analysis supports the development of effective investment strategies. Proven communication and strategic thinking skills enhance navigation of complex financial environments and achievement of investment goals for clients.
Overview
12
12
years of professional experience
1
1
Certification
Work History
FX Broker
TULLETT PREBON
02.2023 - 05.2023
- Provided exceptional client service to interbank clients, managing inquiries and resolving account issues promptly
- Delivered accurate market pricing and executed complex financial orders with attention to detail
- Created and maintained detailed client interaction records and service documentation
- Successfully onboarded major Asian bank clients through relationship building and needs assessment
- Collaborated with internal teams to ensure seamless service delivery
Head of G7 and Asian Forwards
TPICAP
05.2021 - 07.2022
- Company Overview: HK
- Managed client relationships and service delivery, achieving 30% revenue growth through enhanced customer satisfaction
- Interfaced with multiple stakeholders and liquidity providers on behalf of clients
- Led team training and development programs, maintaining zero staff turnover through effective coaching
- Monitored performance metrics and provided regular reporting on client interaction trends
- Mentored junior staff and facilitated knowledge sharing sessions
- HK
Head of FX Trading & Senior FX Trader
Nanyang Commercial Bank
04.2019 - 04.2021
- Company Overview: Treasury Department
- Delivered comprehensive client support for FX products including spot, swaps, NDF and derivatives
- Provided technical support and troubleshooting for trading platforms and connectivity issues
- Exceeded annual service targets by 20% for two consecutive years through proactive client engagement
- Developed and maintained strong client relationships, successfully acquiring new major accounts
- Created training materials and led cross-departmental educational sessions
- Implemented inclusive team culture, reducing staff turnover from 50% to zero
- Treasury Department
FX Broker
ICAP (HK) Limited
08.2018 - 03.2019
- Managed client communications and provided prompt responses to inquiries via phone and electronic channels
- Maintained accurate records of client interactions and service requests
- Successfully acquired major banking clients through exceptional service delivery
- Supported daily market reporting and client communication initiatives
Assistant Manager, Financial Markets
Agricultural Bank of China
06.2017 - 06.2018
- Company Overview: HK Branch
- Processed client orders and provided technical support for trading platforms
- Managed account administration and resolved transaction-related issues
- Achieved 200% increase in trading volume and 100% in client orders through improved service processes
- Collaborated with teams to enhance overall client experience and service efficiency
- HK Branch
Dealer, Global Markets (Rates Trading Division)
Bank of China
08.2011 - 06.2015
- Company Overview: HK
- Provided comprehensive client support for CNH futures and derivatives products
- Monitored and resolved technical issues with electronic trading platforms
- Exceeded annual individual trading targets by 30% for 3 consecutive years
- Created market analysis reports and educational materials for institutional clients
- HK
Education
Master of Arts - International Management
University of Brighton
United Kingdom07-2010
MBA - Business Administration
Grand Valley State University (Exchange Program)
United States02-2010
Bachelor of Arts - Languages
Hong Kong Polytechnic University
Hong Kong07-2005
Skills
- Market analysis
- Client onboarding
- Financial derivatives
- Client relationship management
- Technical troubleshooting
- Problem solving
- Trading platform troubleshooting
Certification
- CSC registered
Languages
Chinese (Cantonese)
Native/ Bilingual
Chinese (Mandarin)
Native/ Bilingual
English
Full Professional
Japanese
Professional
Timeline
FX Broker
TULLETT PREBON
02.2023 - 05.2023
Head of G7 and Asian Forwards
TPICAP
05.2021 - 07.2022
Head of FX Trading & Senior FX Trader
Nanyang Commercial Bank
04.2019 - 04.2021
FX Broker
ICAP (HK) Limited
08.2018 - 03.2019
Assistant Manager, Financial Markets
Agricultural Bank of China
06.2017 - 06.2018
Dealer, Global Markets (Rates Trading Division)
Bank of China
08.2011 - 06.2015
Master of Arts - International Management
University of Brighton
MBA - Business Administration
Grand Valley State University (Exchange Program)
Bachelor of Arts - Languages
Hong Kong Polytechnic University
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