Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Languages
Work Availability
Timeline
AccountManager
Claudia Lee

Claudia Lee

Client Solutions Manager
Singapore

Summary

Highly motivated and results-oriented professional with a strong background in client solutions within the finance industry. I bring a unique blend of analytical expertise, strategic thinking, and exceptional interpersonal skills to deliver exceptional client service and drive business growth. With a solid understanding of financial products and markets, I am adept at identifying and addressing client needs, providing tailored solutions, and building long-lasting relationships. My commitment to excellence and passion for delivering value make me a valuable asset in optimizing client satisfaction and achieving organizational objectives.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Client Solutions Manager, Private Equities/Venture Analyst

Gerson Lehrman Group
04.2022 - Current
  • As a Senior Associate, my primary responsibility is to fulfill time-sensitive research requests from clients. I excel in analyzing client requirements and effectively building and qualifying primary populations of topic experts. My aim is to provide comprehensive and accurate information to assist clients in their decision-making process.
  • Built client relationships by responding to inquiries, identifying and assessing clients' needs, resolving problems, and following up with potential and existing clients.
  • Supervised daily operations and sales functions to maximize revenue, customer satisfaction, and employee productivity.
  • Maintained client files with sales contracts, records of client interactions, client notes, and other information.
  • Diversified portfolio for company by bringing in business from multiple industries.
  • Applied a consultative approach to client relationship development, resulting in client retention rate of 100%.
  • Led cross-functional teams to design and execute flawless plans and presentations for clients.
  • Oversaw client accounts and all services provided to customers.

Wealth Manager

Citigold
07.2019 - 01.2022
  • Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
  • Expanded high net worth clientele base by 20% and increase Assets Under Management (AUM) of existing portfolio by 10%
  • Highlighted values and educated clients on Insurance, Investment and Forex financial products.
  • Kept client financial plans optimized for current market trends and economic conditions.
  • Assisted clients in making beneficial and strategic decisions regarding investments, low-cash financing and sourcing overseas partners.
  • Worked with HNW customers to understand needs and provide excellent service.
  • Handled 25 calls per day to address customer inquiries and concerns.
  • Resolved escalated customer issues and boosted retention rates by 80%.


Public Relations

Procons
05.2016 - 09.2017
  • Provided administrative support to senior team members.
  • Cultivated and maintained strong relationships with media outlets.
  • Engaged in professional networking to maintain strong relationships with communications and media professionals to drive partnerships and effective dissemination of mass communications.
  • Increased revenues and supported business goals by developing public relations strategies and campaigns.
  • Built media kits in support of specific strategic initiatives.

Data and Analytics (internship)

NCS
09.2015 - 11.2015
  • Oversaw business-wide changes to modernize procedures and organization.
  • Established for defining campaign objectives and preparing campaign briefs for clients.
  • Participate in the project implementation and coordinate new installations, designs, and migrations for security solutions
  • Provide of specific technical solutions to meet the technical requirements and specifications
  • Acted as liaison between clients and technical associates, translating complex ideas into easy-to-understand explanations.

Education

Bachelor of Business Science - Finance

University of College Dublin
Ireland
05.2019

Skills

  • Wealth management offerings
  • Financial planning processes
  • Service support
  • Relationship building and management
  • Customer portfolio management
  • Business Development
  • Risk management
  • Financial Advising
  • Client Relationships
  • Cold Calling
  • Growth Strategies
  • Client Relations Management
  • Client Service
  • Account Servicing
  • Business Analytics
  • Client Base Retention
  • Investor Relations
  • Sales Goals
  • Client Presentations
  • Key Relationships
  • Financial Modeling
  • Document Organization
  • Investment Opportunity Identification
  • Financial Problem Assessments
  • Client Financial Status Assessment
  • Word Processing
  • Marketing Understanding

Accomplishments

  • Used Microsoft Excel to develop customer portfolio tracking spreadsheets.
  • Awarded 2019 SICC incentive performer, top 20%
  • Awarded 2020 SICC incentive performer, top 15%
  • Demonstrated creativity and event management skills by conceptualizing and hosting two successful events: "Crypto and Macroeconomic Outlook in the Philippines 2023 for PE/VC clients."

Certification

  • M1B, CMFAS
  • M5, SCI College
  • M9, SCI College
  • HI, SCI College
  • CACS 1 & 2, IBF - Jan 2022


Languages

English
Proficient
C2
Chinese (Mandarin)
Proficient
C2
Chinese (Cantonese)
Intermediate
B1
English
Bilingual or Proficient (C2)

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline

Client Solutions Manager, Private Equities/Venture Analyst

Gerson Lehrman Group
04.2022 - Current

Wealth Manager

Citigold
07.2019 - 01.2022

Public Relations

Procons
05.2016 - 09.2017

Data and Analytics (internship)

NCS
09.2015 - 11.2015

Bachelor of Business Science - Finance

University of College Dublin
Claudia LeeClient Solutions Manager