Jagger Jie Li | Data & Business Analytics

Profile

Data and business analytics professional with experience across financial services, wealth management, investment-data reconciliation, and machine learning. Strong foundation in Python, SQL, ETL pipelines, predictive modelling, and BI reporting, with the ability to translate business and client requirements into structured, data-informed recommendations.

Skills & Tech Stack

Programming:
Python · SQL · VBA
Analytics Tools:
Databricks · Tableau · Excel · RStudio · Google Colab
Cloud & Data Platforms:
Azure · Oracle Cloud · Snowflake · Databricks
Data Science:
Predictive Modelling · Time Series · Statistical Modelling · Feature Engineering
Data Engineering & BI:
ETL Pipelines · Data Cleaning · Reporting Automation · BI Dashboards
Domain Expertise:
Financial Analytics · Wealth Management · Investment Research · E-commerce Analytics

Professional Experience

Sun Life Hong Kong

Financial Planner

May 2026 – Present
Hong Kong

Advise clients on MPF portfolio allocation and fund selection, as well as savings and qualifying deferred annuity solutions, based on their financial objectives, risk tolerance, and retirement needs.

Freelancer

Independent Data Scientist · Project-based

Jul 2024 – Apr 2026
Hong Kong

Delivered investment-data reconciliation and analytics projects across Excel files, offshore inputs, and third-party systems, improving reporting accuracy and consistency for Finance and Actuarial stakeholders.

AIA Hong Kong & Macau

Wealth Management Manager

Sep 2023 – Jun 2024
Hong Kong

Developed and managed relationships with high-net-worth clients, driving sales through tailored wealth-management proposals, ongoing client servicing, and long-term relationship management.

HGTECH

Training Specialist

Feb 2018 – May 2019
Wuhan

Coordinated recruitment and employee-training activities, including candidate sourcing, interview arrangements, onboarding, training-needs analysis, programme delivery, and employee-development support.