Li Rudong (Wallace)

Financial Consultant

Provide personalised financial planning and advisory services to individuals, families, and professionals, covering protection, medical insurance, wealth accumulation, retirement, and education planning.

• Conduct comprehensive financial needs analyses to assess clients’ financial goals, existing coverage, risk exposure, and long-term priorities.
• Develop suitable financial solutions based on clients’ life stages, financial circumstances, risk profiles, and future objectives.
• Build and maintain long-term client relationships through regular portfolio reviews, policy servicing, and ongoing financial guidance.
• Explain insurance and investment-related concepts clearly, enabling clients to make informed financial decisions.
• Generate new business opportunities through referrals, professional networking, community engagement, and educational content.
• Ensure all advisory and documentation processes comply with regulatory requirements and Prudential’s internal standards.

Business Development Executive (Greater China Market)

Managed and grew a portfolio of enterprise accounts across tech, SaaS, ecommerce, AI, consumer goods, and energy.

• Managed and grew a portfolio of enterprise accounts across tech, SaaS, ecommerce, AI, consumer goods, and energy, with deal values ranging from US$10K–80K, focusing on subscription renewals, upselling, and cross-selling opportunities.
• Acted as a trusted partner to senior stakeholders (C-level, VPs, functional heads), leading consultative discussions and positioning data licensing and market intelligence solutions to address business challenges.
• Closed 20+ strategic deals with leading enterprises in Greater China, contributing to the company’s regional growth and long-term partnerships. Enterprise clients include Alibaba, Huawei, ByteDance, Xiaomi, Trip.com, Chow Sang Sang, and WPS, etc.
• Surpassed 138% of Q2 2024 and 146% of Q4 2024 revenue targets, ranking in the top 30% of APAC sellers.
• Consistently generated 400+ qualified leads monthly, securing 2–3 senior-level meetings daily through Salesforce, LinkedIn Navigator, Apollo, WeChat, and Xiaohongshu.
• Developed structured account plans and maintained accurate forecasting and pipeline visibility within Salesforce CRM, ensuring sustainable revenue growth and reduced churn risk.
• Led pre-sales product scoping, solution demos, and onboarding for enterprise clients, ensuring smooth adoption and positioning for long-term value.
• Collaborated closely with customer success and research teams to align proposals with client priorities, deliver tailored insights, and strengthen client relationships.
• Supported executive-level webinars and client workshops to showcase industry benchmarks and expand engagement within existing accounts.

Relationship Manager

• Delivered comprehensive financial advisory services to over 100 clients, achieving 100%+ of sales targets in May through tailored wealth management solutions.
• Proactively built and managed client relationships, ensuring high client satisfaction and contributing to consistent team success.

Relationship Consultant

• Developed and managed relationships with over 250 new clients and 67 existing clients, achieving 220% of individual sales targets in June 2020.
• Recognized as Top 4 new hire among 60 consultants within six months for exceptional performance in the direct sales channel.

B2B Marketing Executive

• Managed and supported 50+ distributor accounts in SEA and China with marketing kits and monthly product updates.
• Coordinated product launches, collected distributor feedback, and localized communications for Malaysia and China branches.
• Engaged with regional sales agents and channel resellers across wellness and health sectors, co-developing distributor sales tools and promotional plans.
• Collaborated with local retail partners and event planners on go-to-market activities; frequently liaised with marketing leads, small business owners, and potential distribution partners to facilitate co-branded campaigns and strategic partnerships.

Personal Banker Associate

• Exceeded 120% of individual sales targets in November, contributing to the team ranking as Top 1 among 10 teams for Q3 and Q4 2018.
• Built strong client relationships, advising over 100 customers and ensuring retention of 12 key long-term clients.

Master of Science · Innovation (Entrepreneurship)

Bachelor of Business and Commerce · International Business and Economics