1. ZIWEI (LINDA) LI
1120 N. Union Court, #210
Bloomington, IN 47408
(812) 360-8933 | ziwli@indiana.edu
EDUCATION
Kelley School of Business, Indiana University, Bloomington, IN May 2016
Master of Business Administration, majors in Finance
 Team Winner in Case Competition (1/37)
 Strategic Finance Academy, faculty-selected member
 Kelley Women’s Association
 Finance Guild
East China University of Science and Technology, Shanghai, China June 2008
Bachelor of Arts, cum laude, concentration in English Language and Literature
 Top 1% in English Public Speaking Contest held by Beijing New Oriental School (1/92)
 Scholarship winner as top 2 out of 25 the class for 3 consecutive years (2/25)
 Social Work Award Winner as top 2% in School Volunteer Association (1/50)
 Outstanding Graduates of Shanghai City as top 5% performer (3/60)
EXPERIENCE
HSBC Bank (China) Company Limited, Shanghai, China
Premier Relationship Manager, Shanghai, China March 2011 - May2014
 Managed the 2nd largest portfolio of $70 M, providing investment suggestions to 799 High Net
Worth Individuals (HNWI) with average assets of $3.3 M from 40 countries
 Selected for leadership training in HSBC Singapore for the top 1% (2/300) of performers in National
Referral Competition, implementing best practices learned there for HSBC China headquarters
 Improved perceptions of the branch’s most challenging clients service complaints and investment
losses, resulting in an increase in client satisfaction rates, deposits and investment product purchases
 Advised clients on investments consistent with their financial objectives increasing an average 7% in
annual returns for 73% of clients and awarded “Best Wealth Management in East Region” (Top 5%)
 Ranked top 2 (2/10) in first year sales performance with half the number of clients and the smallest
portfolio among peer groups, yielding $12 M in new investments representing 180 deals
Cashier / Premier Relationship Assistant, Shanghai, China August 2008 - February2011
 Opened bank accounts, identified potential risks, and monitored suspicious transactions, culminating
in the first training class (1/5) promotion with rating 2 (outstanding) on year-end performance review
 Maintained vault currency levels, ensuring adequate cash for customer, supplier, and bank needs
 Achieved zero credit and non-credit operational losses with total 17,600 transactions in 22 months
 Initiated a new program to obtain customer referrals, increasing branch sales performance by 20%
and adopted by branch manager for implementation with all other branch associates
Six Flags, Valencia, CA July 2007 - September 2007
Finance Intern
 Collaborated with 7 American colleagues and 2 international students from Turkey and Armenia to
deliver cash to the toll gate, collected coins from 6 stores and sorted out the park entrance tickets
ADDITIONAL
 Certified Financial Planner (CFP)
 Certified Public Accountant (CPA) Economic Law (passed)
 Languages: Mandarin (native); Shanghai dialect (conversational)