Nicholas Lee

Relationship Manager at ETHOZ Group
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
Singapore, Singapore, SG

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
Join now
You need to have a working account to view this content.
Join now

Credentials

  • CMFAS - M5, M8, M8A, M9, M9A, H.I., P.G.I.
    Monetary Authority of Singapore (MAS)
    Jan, 2022
    - Oct, 2024
  • Analysing Reports & Data
    Kaplan Professional
    Jan, 2021
    - Oct, 2024
  • Artificial Intelligence (A.I) in Finance
    Ngee Ann Polytechnic
    Jan, 2021
    - Oct, 2024
  • Communicating and Influencing
    Kaplan Professional
    Jan, 2021
    - Oct, 2024
  • Digital Marketing Analytics, Digital Advertising, Content & Social Media Marketing, Search Engine Optimisation (SEO)
    Workforce Singapore
    Jan, 2021
    - Oct, 2024
  • Certification in Financial Needs Analysis and Plan Construction
    IBFSG - The Institute of Banking & Finance Singapore
    Jan, 2019
    - Oct, 2024
  • Microsoft (MS) Office Specialist
    Microsoft
    Jan, 2016
    - Oct, 2024

Experience

  • ETHOZ Group
    • Singapore
    • Motor Vehicle Manufacturing
    • 1 - 100 Employee
    • Relationship Manager
      • Jan 2023 - Present

  • DBS Bank
    • Singapore
    • Banking
    • 700 & Above Employee
    • Wealth Planning Manager
      • Dec 2021 - Nov 2022

      - Awarded Silver for APE $100,000 and above for May 2022 - Awarded Silver for APE $100,000 and above for June 2022 - Awarded RisingWOW! by Manulife Singapore - Featured in a company-wide newsletter and used as a training case study for being complimented by a customer for displaying initiative, patience, professionalism while being dependable and respectful. - Awarded Silver for APE $100,000 and above for May 2022 - Awarded Silver for APE $100,000 and above for June 2022 - Awarded RisingWOW! by Manulife Singapore - Featured in a company-wide newsletter and used as a training case study for being complimented by a customer for displaying initiative, patience, professionalism while being dependable and respectful.

  • OCBC
    • Singapore
    • Banking
    • 700 & Above Employee
    • Business Banking Credit Administration Intern
      • Mar 2019 - Aug 2019

      - Concisely researched and compiled pertinent financial news for an internal newsletter project. - Contributed to the internal software development at OCBC, which helps the bank track the credit exposure it faces. - Followed up on and reported on the credit exposure of more than 200 SME. - Concisely researched and compiled pertinent financial news for an internal newsletter project. - Contributed to the internal software development at OCBC, which helps the bank track the credit exposure it faces. - Followed up on and reported on the credit exposure of more than 200 SME.

Education

  • Murdoch University
    Bachelor of Business, Banking and Finance
    2020 - 2022
  • Ngee Ann Polytechnic
    Diploma, Business Studies
    2017 - 2019

Community

You need to have a working account to view this content. Click here to join now