Edwin Lee
Singapore
Summary
Dedicated Finance Consultant with 10 years of experience in all areas of finance and investment management. Hands-on leader with strong business acumen and analytical mindset to identify and correct underachieving trends.
Overview
9
9
years of professional experience
Work History
Premier Relationship Manager
HSBC Bank
08.2021 - 11.2022
- Maintained up-to-date knowledge of regulatory requirements and industry best practices to ensure full compliance within all aspects of the role.
- Built long-lasting relationships with high-net-worth individuals by demonstrating expertise in wealth management strategies tailored to their unique financial needs.
Senior Aviva Relationship Consultant
Aviva
08.2020 - 08.2021
- Servicing Client portfolios and provision of financial advisory of Insurance and Collective Investment Schemes.
Treasures Relationship Manager
DBS Bank
01.2019 - 03.2020
- Managed and advised a portfolio of clients with a net worth of at least SGD 350,000.
Premier Relationship Manager
OCBC Bank
06.2013 - 11.2018
- Managed and advised a portfolio of clients with a net worth of at least SGD 200,000
- Provided professional investment advisory of Treasury products: Bancassurance, Bonds, Structured Investments, Structured Notes to OCBC Premier customers.
Education
Diploma in Electrical, Computer and Telecommunication Engineering - undefined
Ngee Ann Polytechnic
01.2002 - 2005.04
Bachelor of Arts (Honors) in Banking and Finance (Part Time) -
University of London - Singapore Institute of Management
01.2008 - 2010.04
Skills
Structured Query Language (SQL)
undefinedProfessional Certificates
M5, 8, 8A, M9, M9A, CHI, 1B, 6, 6A, BC
Accomplishments
- OCBC Excellent Service Award (2015 - 2016)
- OCBC Pinnacle Award (2013)
- Citibank Top Salesperson Award (2011 - 2012)
Timeline
Premier Relationship Manager
HSBC Bank
08.2021 - 11.2022
Senior Aviva Relationship Consultant
Aviva
08.2020 - 08.2021
Treasures Relationship Manager
DBS Bank
01.2019 - 03.2020
Premier Relationship Manager
OCBC Bank
06.2013 - 11.2018
Bachelor of Arts (Honors) in Banking and Finance (Part Time) -
University of London - Singapore Institute of Management
01.2008 - 2010.04
Diploma in Electrical, Computer and Telecommunication Engineering - undefined
Ngee Ann Polytechnic
01.2002 - 2005.04
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