Vanessa Li, Cfa
About Vanessa Li, Cfa
Vanessa Li is an Associate Director in Wealth Management at UBS in Hong Kong SAR, holding the Chartered Financial Analyst (CFA) designation. She has a diverse background in finance, having worked with various institutions and earned degrees from The University of Hong Kong and UC San Diego.
Work at UBS
Vanessa Li currently serves as an Associate Director in Wealth Management at UBS, a position she has held since 2023 in Hong Kong SAR. Prior to this role, she worked as an Associate in Wealth Management at UBS from 2022 to 2023. Her career at UBS began with a Graduate Trainee position in Wealth Management from 2020 to 2022. Throughout her tenure at UBS, she has gained extensive experience in wealth management services.
Education and Expertise
Vanessa Li graduated with a Bachelor of Business Administration in Accounting and Finance from The University of Hong Kong, where she studied from 2016 to 2020. She also participated in exchange studies at UC San Diego, focusing on Management Science from 2018 to 2019. She holds the Chartered Financial Analyst (CFA) designation, which signifies her expertise in investment analysis and portfolio management.
Background
Vanessa Li completed her secondary education at Marymount Secondary School, where she studied Economics, Business/Financial Studies, Accounting, and Extended Mathematics from 2010 to 2016. She has held various internships, including positions at Hong Kong Exchanges and Clearing Limited (HKEX) and Standard Chartered Bank, where she gained practical experience in finance and private banking.
Achievements
In 2018, Vanessa Li won the Oliver Wyman Impact Case Competition, showcasing her analytical and problem-solving skills. She has been a lifetime member of Beta Gamma Sigma since 2019, reflecting her academic excellence and commitment to the field of business.