Joanne Lee
Fixed Income Advisor at CTBC Bank Co. Ltd. (Singapore)- Claim this Profile
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Chinese Native or bilingual proficiency
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English Full professional proficiency
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French Elementary proficiency
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Bio
Kay Yu-Yun Fan
I studied with Jui Yu in Chung Cheng University and we worked for the same professor very closely. Jui Yu is very proactive and she is definitely a good team player. She is expert in terms of finance relevant courses and always provided us concrete ideas and suggestion when we did our project. Jui Yu is a person full of energy to learn and face challenges, leading her toward the career path that she would like to pursue.
Geoff Willis
I studied alongside Jui Yu during 2009/2010. Jui Yu is an intelligent and thoughtful young woman. As well as being hardworking and determined, she is a very socially capable person. I would not hesitate in employing Jui Yu in a suitable role.
Kay Yu-Yun Fan
I studied with Jui Yu in Chung Cheng University and we worked for the same professor very closely. Jui Yu is very proactive and she is definitely a good team player. She is expert in terms of finance relevant courses and always provided us concrete ideas and suggestion when we did our project. Jui Yu is a person full of energy to learn and face challenges, leading her toward the career path that she would like to pursue.
Geoff Willis
I studied alongside Jui Yu during 2009/2010. Jui Yu is an intelligent and thoughtful young woman. As well as being hardworking and determined, she is a very socially capable person. I would not hesitate in employing Jui Yu in a suitable role.
Kay Yu-Yun Fan
I studied with Jui Yu in Chung Cheng University and we worked for the same professor very closely. Jui Yu is very proactive and she is definitely a good team player. She is expert in terms of finance relevant courses and always provided us concrete ideas and suggestion when we did our project. Jui Yu is a person full of energy to learn and face challenges, leading her toward the career path that she would like to pursue.
Geoff Willis
I studied alongside Jui Yu during 2009/2010. Jui Yu is an intelligent and thoughtful young woman. As well as being hardworking and determined, she is a very socially capable person. I would not hesitate in employing Jui Yu in a suitable role.
Kay Yu-Yun Fan
I studied with Jui Yu in Chung Cheng University and we worked for the same professor very closely. Jui Yu is very proactive and she is definitely a good team player. She is expert in terms of finance relevant courses and always provided us concrete ideas and suggestion when we did our project. Jui Yu is a person full of energy to learn and face challenges, leading her toward the career path that she would like to pursue.
Geoff Willis
I studied alongside Jui Yu during 2009/2010. Jui Yu is an intelligent and thoughtful young woman. As well as being hardworking and determined, she is a very socially capable person. I would not hesitate in employing Jui Yu in a suitable role.
Credentials
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Chartered Financial Analyst (CFA) Level 3 Candidate
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Futures Specialist (Taiwan)
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Securities Investment Trust and Consulting Professionals (Taiwan)
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Senior Securities Specialist (Taiwan)
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Structured-Product Sales Personnel (Taiwan)
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Trust Business (Taiwan)
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Experience
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CTBC Bank Co. Ltd. (Singapore)
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Singapore
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Banking
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100 - 200 Employee
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Fixed Income Advisor
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Jul 2023 - Present
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Credit Suisse
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Switzerland
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Banking
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700 & Above Employee
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Fixed Income Advisor - AVP
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Jan 2019 - Jul 2023
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Legend Asset Management
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Investment Management
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1 - 100 Employee
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Investment Analyst
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Jan 2018 - Jun 2018
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PineBridge Investments
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United States
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Financial Services
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500 - 600 Employee
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Fixed Income Analyst
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Jul 2015 - Sep 2017
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Fubon Financial Holding Co., Ltd. 富邦金控
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Taiwan
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Banking
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700 & Above Employee
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Senior Fixed Income Specialist
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Jul 2012 - Jun 2014
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Sunny Bank
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Taiwan
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Product Specialist
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Nov 2011 - Jul 2012
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ABN AMRO Bank N.V.
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Netherlands
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Banking
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700 & Above Employee
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Credit Administrator - Commercial Banking
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Jun 2006 - Mar 2008
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Education
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2010 - 2011
EDHEC Business School
Master of Science (MSc), Finance -
2009 - 2010
Aston University
Master of Science (MSc), Finance and Investments -
2002 - 2006
National Chung Cheng University
Bachelor of Business Administration, Business Administration
Community
