JOEL LEE
Singapore
Summary
Financial professional with strong background in financial planning, investment strategies, and risk management. Known for effective collaboration and ability to adapt to changing needs while driving results. Skilled in client relations, financial analysis, and compliance. Dependable and results-focused, bringing balance of analytical skills and teamwork to achieve client goals.
Overview
5
5
years of professional experience
Work History
Financial Services Consultant
Income Insurance Ltd
07.2024 - Current
- Managed client relationships, ensuring satisfaction through regular communication and proactive problemsolving.
- Increased portfolio performance for clients by developing customized investment plans based on individual risk tolerance and goals.
- Enhanced overall client experience by consistently providing timely, accurate, and relevant information during meetings and consultations.
- Developed targeted marketing campaigns to attract new clients, resulting in increased revenue and business growth.
- 2x MDRT qualifier
- Signature Class Amsterdam achiever
Premier Relationship Manager
RHB Bank Berhad
11.2022 - 04.2024
- Strengthened client relationships by providing personalized financial solutions and tailored wealth management advice.
- Improved overall client satisfaction by addressing concerns promptly and resolving issues effectively.
- Navigated challenging market conditions with sound judgement, providing reassurance to clients during periods of economic uncertainty.
- Built long-lasting relationships with high-net-worth individuals by demonstrating expertise in wealth management strategies tailored to their unique financial needs.
- Singlife Mid year and Full year achiever
- Income Mid year and Full year achiever
- Top 10 RM
Senior Personal Financial Consultant
OCBC Bank
05.2020 - 10.2022
- Assessing and analyzing client's financial situation and identify shortfalls to uncover needs
- Assisting clients to establish investment objectives
- Presenting clients financial plan with short and long term goals
- Meeting with clients regularly to update financial plans based on current life changes
- Consistently achieved sales target revenue
- Top E-B (service) score in branch
- Mid year achiever 2021
- Full year achiever 2021 rank network 6 position YTD 137%
- Top Senior Personal Financial Consultant Sep 2021
- Fast track OCBC Premier qualifier (125%)
Education
Business Administration -
RMIT
12.2019
Skills
- Adaptability
- Effective Time Management
- Fast Learner
- Ability to Work Under Pressure
- Microsoft Office
- Ability to Work in a Team
- Financial Planning
- Communication Skills
- Financial Analysis
Languages
English
Chinese
Personal Information
Nationality: Singaporean
Hobbies and Interests
- Badminton
- Hiking
Timeline
Financial Services Consultant
Income Insurance Ltd
07.2024 - Current
Premier Relationship Manager
RHB Bank Berhad
11.2022 - 04.2024
Senior Personal Financial Consultant
OCBC Bank
05.2020 - 10.2022
Business Administration -
RMIT
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