Danel Abraham Yee
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
21
21
years of professional experience
1
1
Certificate
Work History
Financial Services Manager
Singlife Financial Advisers (SFA)
10.2025 - Current
- Recruitment and coaching of new advisors
- Sales target planning
- Partnerships with my network for lead generation and increased sales
- Coordinate with business partners for offshore clients during their journey of purchasing an insurance policy in Singapore (airport transfer, hotel, medical check-up)
- Continuing on general insurance business from PIAS
Financial Services Manager
Professional Investment Advisory Services Pte Ltd (PIAS)
11.2019 - 09.2025
- Provide unbiased recommendations to clients from a range of insurance and investment providers
- Formed partnerships with my years of network for lead generation and increased sales
- Coordinate with business partners for offshore clients during their journey of purchasing an insurance policy in Singapore(airport transfer, hotel, medical check-up)
- Work with partner car dealerships and travel agents for motor and travel insurance business
- Strong knowledge of personal lines insurance(motor, travel, PA, home)
- Promoted from Senior Consultant to Associate Manager in 2022 after recruiting a team of 2 advisors
- Generated a personal best of approximately $110,000 annual premiums in motor and travel insurance in 2024
Financial Services Consultant
AIA Singapore Pte Ltd
07.2012 - 09.2019
- Examine client’s income and expenses, loans(housing, car, education), retirement goals
- Recommend suitable insurance policies based on the above
- Conduct yearly client reviews
- Update client’s coverage when they enter into a new life stage(marriage, baby, new property)
- Assisting client in their claims(personal accident, critical illness, medical)
- Sold 3 policies totaling $37,000 annually to a single client in 2015
- Achieved 5 years long service award in 2017
Client Servicing Officer
DBS Bank Ltd
09.2010 - 04.2012
- Conduct client servicing functions by cross-selling the bank’s corporate products, providing quick solutions and building rapport with clients
- Negotiation of rates for clients loans and rollovers
- Knowledge of loan and cash products, credit processes and the bank’s application systems
- Execute account openings for corporate clients, gathering of documents that are needed to open the account
- Preparation of accounting spreads for relationship managers by way of using client’s annual financial reports
- Ensuring the mitigation and control of operational risks
- Familiarization of banking products such as remittances, MEPS (local transfers), fixed deposits and cheques
- Close liaisons with other departments around the bank, this allowed me to learn a little of each specific division and how they operate
- Involvement in other assigned tasks or projects
- Contributed ideas to the team on the reduction of the usage of resources which effectively saved costs in the long run
Trade Operations Processing Team
DBS Bank Ltd
03.2008 - 09.2010
- Processing and checking of import documents under collection basis and ensuring that it meets compliance and regulatory requirements
- Preparation of reports for transactions due for payment from customers
- Ensure any outstanding amounts are promptly settled by the customers
- Processing of shipping and airway guarantees while liaising with customers on payment and financing issues
- Advising of customers’ queries pertaining to our trade products, i.e. import letter of credit, invoice financing and import issues, and other ad hoc duties as required
- Done up a program to facilitate shorter time spent on searching for trade deals
- Created a file for document processors to reduce unnecessary typing, this had contributed to an improvement of my team’s efficiency and productivity
National Service
35th Singapore Combat Engineers
04.2006 - 02.2008
- Participated in Singapore’s first ever waterfront National Day Parade in 2007
- Awarded Marksman in Advanced Trainfire Package (ATP)
- Attained Silver in Individual Physical Proficiency Test (IPPT)
Treasury & Markets Operations
DBS Bank Ltd
08.2005 - 10.2005
- Preparation of option dealing reports for the AVP of the section
- Check and reconcile daily deals done by treasury dealers
- Perform various administrative duties as assigned
Education
Degree in Business Management - Human Resource Management
Singapore Institute of Management – RMIT University
06-2011
Diploma In Financial Services - undefined
Nanyang Polytechnic
06-2005
‘O’ Levels - undefined
Holy Innocents’ High School
12-2001
PSLE - undefined
Holy Innocents’ Primary School
12-1996
Skills
Computer Skills: Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Bloomberg
Language Skills: English, Mandarin, local Dialects, learned Japanese for 2 years
Relationship management
Portfolio management
Negotiation
Insurance management
Teamwork and collaboration
Problem-solving
Active listening
Effective communication
Critical thinking
Affiliations
Football Association of Singapore
Certification
- CMFAS Accreditations: M5, M8, M8A, M9, M9A, HI, BCP, PGI, CGI
- Certificate in Generative AI Essentials and Tools for Business Professionals: NTUC Learning HUB, ChatGPT, Media Synthesis and Beyond, Dec 2025
Additional Information
To be elaborated.
Languages
English
Bilingual or Proficient (C2)
Chinese (Mandarin)
Bilingual or Proficient (C2)
Malay
Upper intermediate (B2)
Timeline
Financial Services Manager
Singlife Financial Advisers (SFA)
10.2025 - Current
Financial Services Manager
Professional Investment Advisory Services Pte Ltd (PIAS)
11.2019 - 09.2025
Financial Services Consultant
AIA Singapore Pte Ltd
07.2012 - 09.2019
Client Servicing Officer
DBS Bank Ltd
09.2010 - 04.2012
Trade Operations Processing Team
DBS Bank Ltd
03.2008 - 09.2010
National Service
35th Singapore Combat Engineers
04.2006 - 02.2008
Treasury & Markets Operations
DBS Bank Ltd
08.2005 - 10.2005
Diploma In Financial Services - undefined
Nanyang Polytechnic
‘O’ Levels - undefined
Holy Innocents’ High School
PSLE - undefined
Holy Innocents’ Primary School
Degree in Business Management - Human Resource Management
Singapore Institute of Management – RMIT University
Football, Running, Swimming, Gym Training
To be elaborated.