Ivy Li is a veteran client relations and business development executive with over two decades of experience in the insurance and bancassurance sectors. She has held key senior roles at major institutions including Manulife, HSBC Insurance, Jardine Lloyd Thompson, and Bank of East Asia (where she served as Deputy Head of Bancassurance). Ivy holds an MBA, is a Certified Financial Planner (CFP), and possesses multiple professional designations (FLMI, AIRC).

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As a mentor, Ivy is exceptionally suited to help mentees master the art of corporate account acquisition and high-value client management. Her career highlights—such as achieving a 100% client retention rate via optimized onboarding and growing life insurance businesses by over 400%—provide a golden blueprint for driving commercial success through exceptional relationship management. Frontline professionals can learn from her strategies on cross-selling, building external partnerships, and structuring employee benefit programs while maintaining strict compliance under regulatory standards.