Grace Lee
Senior Financial Services Manager at Aviva Financial Advisers- Claim this Profile
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Bio
Experience
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Singlife Financial Advisers
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Singapore
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Insurance
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100 - 200 Employee
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Senior Financial Services Manager
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Feb 2020 - Present
Achievements:2020 TL TEAM OF THE YEAR- SFSM 2nd Position 2020 TL Pinnacle Club (Bronze) 2020 TL Summit Club2020 TL Summit Club Premier 2020 MDRT Qualifier
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Financial Services Manager
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Jan 2019 - Present
Achievements:2019 TL Summit Club2019 TL TEAM OF THE YEAR- FSM 3rd Position
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Executive Wealth Manager
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Jan 2018 - Present
Achievements:Achiever Club 2017Summit Club 2017Summit Club Premier 2017LIFEnPlanners - TOP Position 2017 (Non-Aviva Products)LIFEnPlanners - 1st Runner Up 2017 (Single Premium|Unit Trust)LIFEnPlanners - 1st Runner Up 2017 (Non-Par)LIFEnPlanners - 5th Runner Up 2017 (APE)
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Senior Wealth Manager
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Sep 2016 - Present
Achievements:Rising Achiever Club 2016Rising Achiever Club Elite 2016Infinity Achiever 2016Infinity Achiever Premier 2016Single Premium|Unit Trust Award 2016 (1st Runner Up in AFA)
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Education
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2015 - 2018
National University of Singapore
Bachelor of Engineering (BEng), Civil Engineering -
2012 - 2015
Singapore Polytechnic
Diploma in Civil Engineering with Business, CGPA 3.87 of 4 -
2010 - 2010
HSK Chinese Proficiency Certificate
Chinese Proficiency, Grade A
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