Mitchell Lee
Student
Summary
Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment.
Overview
2
2
years of professional experience
Work History
Financial Advisor
Ascendance Wealth Management
11.2023 - Current
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Provided comprehensive retirement planning services, ensuring clients maintain their desired lifestyle postretirement.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
Education
BBA - Accountancy
Singapore Management University
Singapore 04.2001 -
Skills
Investment planning
Client management
Estate structuring
Financial analysis
Timeline
Financial Advisor
Ascendance Wealth Management
11.2023 - Current
BBA - Accountancy
Singapore Management University
04.2001 -
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