Rosie Li
About Rosie Li
Rosie Li is the Manager Client Advice at CIBC with extensive experience in financial services and commercial banking.
Current Role at CIBC
Rosie Li is the Manager of Client Advice at CIBC, a position she has held since 2017. In this role, she is responsible for providing strategic advice to clients while overseeing client relationships and ensuring client satisfaction.
Previous Experience at CIBC
Before becoming the Manager of Client Advice, Rosie Li held other significant roles at CIBC. She served as Senior Financial Services Representative from 2014 to 2017 in Toronto, Ontario, Canada, and as Financial Services Representative II from 2012 to 2014. During her tenure, she acquired substantial experience in retail distribution and sales.
Corporate Experience in Banking
Rosie Li has extensive experience in the corporate banking sector. She worked as a Corporate Account Manager at HSBC from 2008 to 2012 in China and Hong Kong, where she handled corporate relationships and conducted credit facility risk reviews. Prior to that, she was a Customer Service Representative at Standard Chartered Bank from 2007 to 2008.
Educational Background
Rosie Li holds a Bachelor of Business Administration (B.B.A.) in International Business and Marketing from The Chinese University of Hong Kong, where she studied from 2003 to 2007. Her academic background has provided a strong foundation for her career in banking and financial services.
Achievements in Banking
Rosie Li's professional accolades include the 2016 Annual Achiever award and being named a Quarterly Achiever for five consecutive years from 2013 to 2018. These awards highlight her consistent performance and dedication to excellence in her field.
Multilingual Skills and Personal Interests
Rosie Li is a multi-lingual professional with native proficiency in Cantonese and Mandarin, fluency in English, and intermediate proficiency in French. Outside of her professional life, she is a rescue scuba diver and has traveled to 68 countries, showcasing her diverse interests and global perspective.