Alex Lee

Associate Director Of Sales at Manulife Financial Advisers Pte Ltd
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Contact Information
us****@****om
(386) 825-5501
Location
Singapore, Singapore, SG

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Experience

    • Singapore
    • Financial Services
    • 700 & Above Employee
    • Associate Director Of Sales
      • Oct 2021 - Present

      Providing comprehensive solutions for financial planning Providing comprehensive solutions for financial planning

    • United Kingdom
    • Financial Services
    • 700 & Above Employee
    • Premier relationship manager, AVP
      • Nov 2016 - Oct 2021

    • Offshore & Network Business, Premier Relationship Manager
      • Apr 2015 - May 2016

      •Responsible for the proactive management of offshore premier portfolio specialising in North Asia Market Clientele. (China, Taiwan and Hong Kong) •Responsible for the proactive management of offshore premier portfolio specialising in North Asia Market Clientele. (China, Taiwan and Hong Kong)

    • Associate Relationship Manager, Priority Banking
      • Apr 2015 - Apr 2015

      •Responsible for the proactive management of portfolio of 300 Priority banking customers (assets under management of at least S$200,000 within the bank).

    • Relationship Manager, Preferred Banking
      • Nov 2012 - Mar 2015

      • Responsible for the proactive management of portfolio of 300 preferred banking customers (assets under management of at least S$50,000 within the bank).

    • Acquisition Executive
      • Jan 2011 - Nov 2012

      • Acquire new customers through face to face corporate marketing channels, cold-calling, referrals and attending to branch walk-in at Citibank Asia Square branch. • Promoting wide-ranging consumer banking products (e.g. Bank a/c, credit cards, overdraft facilities, loans and general insurance). • Assisting relationship manager to maintain good relations with corporate clients. • Acquire new customers through face to face corporate marketing channels, cold-calling, referrals and attending to branch walk-in at Citibank Asia Square branch. • Promoting wide-ranging consumer banking products (e.g. Bank a/c, credit cards, overdraft facilities, loans and general insurance). • Assisting relationship manager to maintain good relations with corporate clients.

Education

  • RMIT University
    Degree in Economics and Finance with Distinction, Economics and Finance
    2009 - 2012

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