Edwin Lee
Training Manager at Prudential Assurance Company Singapore- Claim this Profile
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Chinese Native or bilingual proficiency
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English Native or bilingual proficiency
Topline Score
Bio
Credentials
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Associate Wealth Planner (AWP)
Financial Planning Association of Singapore (FPAS) -
Capital Markets & Financial Advisory Services (CMFAS) M5, M8, M8A, M9, M9A, Health Insurance
Singapore College Of Insurance -
Fellow, Life Management Institute™ (FLMI®)
LOMA -
IBF Qualified for Financial Planning (Personal)
IBFSG - The Institute of Banking & Finance Singapore -
Passed Level 1 of the CFA Program
CFA Institute
Experience
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Prudential Assurance Company Singapore
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Singapore
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Financial Services
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700 & Above Employee
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Training Manager
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Oct 2022 - Present
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Manulife
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Canada
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Insurance
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700 & Above Employee
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Training Manager
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Aug 2019 - Oct 2022
• Part of the Product Competency Team, focusing on the training and delivery of Product Launches and product-related training programmes • Conduct training for multiple distribution channels (DBS Bank, Agency, Local FAs), with topics spanning across sales concepts, Point-of-Sale (POS) system & investment fundamentals • Curate training materials for various distribution channels such as DBS Bank, Manulife Agency, Manulife Financial Advisers, Local Financial Advisers & International Brokers • Well-versed in utilizing digital platforms such as Zoom, Webex & Articulate Rise to provide training support to stakeholders Show less
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Learning Catalyst
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May 2018 - Aug 2019
• Facilitate learning experience that is experiential and engaging, consistently achieving an average Net Promoter Score of >60 for Prudential Financial Consultant Induction Programme • Conduct on-boarding programme and product training for Standard Chartered Bank’s new hires • Conduct Product, Sales, Point-of-Sale (POS) System & Group Insurance training • Serve on project teams for Product and System (Customer Relationship Management) launch • Facilitate learning experience that is experiential and engaging, consistently achieving an average Net Promoter Score of >60 for Prudential Financial Consultant Induction Programme • Conduct on-boarding programme and product training for Standard Chartered Bank’s new hires • Conduct Product, Sales, Point-of-Sale (POS) System & Group Insurance training • Serve on project teams for Product and System (Customer Relationship Management) launch
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GREAT EASTERN
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Singapore
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Insurance
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700 & Above Employee
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Assistant Training Manager
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Aug 2016 - May 2018
• Part of Distribution Training team, focusing on the development of new financial planners •Conduct insurance industry certification training, specializing in CMFAS M9 & Health Insurance • Conduct product and sales training for distribution force and bank partner, specializing in accident & health, investments and point-of-sale system • Organise motivational seminars and courses for Great Eastern’s new planners
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Assistant Manager, Training & Competency
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Mar 2014 - Aug 2016
• Support in FAIR Balanced Scorecard (BSC) project implementation• Conduct agency and T&C related training such as sales advisory process and CMFAS M5• Develop and incorporate T&C requirements for all new products into Product Pack• Review and improve on the quality of Life Insurance Advisory Form and end-to-end process enhancement of point-of-sale system• Liaise with agency leaders, distribution representatives and Compliance team to increase the overall competency standards of agency force. Show less
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OCBC Bank
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Indonesia
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Banking
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700 & Above Employee
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Personal Financial Consultant
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2013 - 2014
Consumer Banking • Acquired, managed, and constantly enhanced clients’ relationships and banking experience. • Well-versed in full range of wealth management products, such as mortgage loans, insurance, unit trusts and structured deposits. • Specialized in providing comprehensive financial advisory services and solutions to clients by recommending products that suit their needs. • Complied strictly to Know Your Client regulations through the adherence to Customer Due Diligence. Show less
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Education
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University of London International Programmes
Bachelor of Science (BSc), Economics & Management -
Ngee Ann Polytechnic
Diploma, Information Technology
Community
