Brian Lee, S.T., Mba Email and Phone Number
I am an experienced and professional Financial Advisor and Product Developer with over six years of experience in Financial Industry effectively and efficiently managing product development projects from conception to completion, pitching the suitable financial product, and proposing financial advice for Clients’ needs.I love to educate people. I am fond of bringing value to the society. I create, scale, and optimize products. I am also passionate to give positive advice to others. To accomplish them, I focus on growing myself, building my hard and soft skills, and quickly adapting to new challenges. I am enthusiastic in dealing with numbers and statistics. Finance is one of the subject that attracts me the most because not only, it involves numbers, but also affects the life of humanity in the form of economics. This is why I trained myself to understand Finance by taking many certifications, such as, WPPE-P (Wakil Perantara Perdagangan Efek - Pemasaran), WMI (Wakil Manager Investasi), and WPEE (Wakil Penjamin Emisi Efek). I have enjoyed my colorful journey from as a Chemical Engineer, back on the time when I was working as Research Development team and Supervisors, creating products and improving efficiencies to as a Financial Advisor who would bring positive impact and financial education to society. Currently, I am helping people / clients to understand financial planning, budgeting, and financial priorities while managing my financial channel @sobat.fin in both Instagram and Tiktok. I use my free time to do Financial statement Analysis on my investment portfolio using passive investment strategy to achieve greater return with dividends.My dream goal is to become a role model in Financial Industry. I have to become impact and blessing to Financial Industry in Indonesia. I believe that someday, through me, our Financial Industry will become better and more prosper.
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Assistant Manager Of Product DevelopmentPhillip Broker Asuransi IndonesiaJakarta, Indonesia -
Assistant Manager Of Product DevelopmentPhillip Broker Asuransi Indonesia May 2024 - PresentJakarta, Indonesia● Initiating partnerships with 23 insurance companies (Both Life and General) for PBAI, securing agreements for product sales, resulting established Memorandum of Understanding (MoU) with 2 companies.● Maintaining good communication between our insurance partners and clients, resulting the launching of promotion products to benefit each parties. -
Financial AdvisorVision Corporations May 2021 - PresentIndonesia● Meet & educate 7-10 clients per week about the importance of financial planning by doing fact-finding of what clients need and proposing the best financial solution for them, resulting the achievement of Consistent Producer in 2021 and Top #2 Producer at the December 2023's third week period.● Deliver after-sales service to clients who need consultation and claim services, by following up to the hospital which gives the diagnoses and AdMedika services, resulting in 10 out of 10 success claim services.● Collaborate with other financial institutions to provide more financial services, e.g: Investment services from Phillip Sekuritas Indonesia & BPR Tata Asia. -
Product Development AssistantPhillip Sekuritas Indonesia Jul 2017 - Feb 2023Indonesia● Created new Investment services as well as its standard operation procedure (SOP) in Bonds, ETF, SBN, resulting regular primary bonds transaction, the most Frequent ETF Trading in secondary market (Sep 2019) and successful ETF partnership with Panin Asset Management (Oct 2019).● Built new business expansion other than investment services, such as insurance brokerage services.● Improved the current investment services, by creating new trading features: “SWIFT”, “Probonds”, and updating existing features: Outstanding interface and Basket order System, becoming one of top 20 brokers by Value and Frequency (2022). ● Educated the clients and sales force about new investment products: Bonds, ETF, SBN, and Structured Warrant, with between 50 and 200 participants each session, resulting 90% of satisfaction rate in education. -
InternPt Bank Uob Indonesia May 2016 - Aug 2016Bandung Area, West Java, Indonesia● Developed a business solution by doing a public survey to find customer’s needs, providing a proposed solution to 2 clients. ● Enlightened SMEs (Small Medium Enterprise) with 100 participants of SME Entrepreneurs about marketing strategies.
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Research And Development SupervisorPt Bumitangerang Mesindotama Nov 2013 - Nov 2014Tangerang● Researched on several machines parameter, resulting on high quality cocoa production● Investigated on packaging size and material, providing an accurate parameter and suitable material for Liquor and Butter type products.● Maintained the plant process by doing weekly audit to several sections of the plant. -
Management Trainee - Business DevelopmentPt Mitrakreasi Dharma Feb 2012 - May 2013Greater Jakarta Area, Indonesia● Learned about the business processes in the company to analyze for any room of improvement.● Experimented on new herbicide formulation, and analyzed its shelf life and its effectiveness, resulting 97% of effectiveness and the product being exported to Australia.● Adjusted the Granulator machine parameters, resulting estimated of 20% more output and 60% less downtime.● Replaced the existing fuel (natural gas) to coal for heating and drying process, reducing the cost of production by 15%
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Assistant Lecturer - Introduction To Industrial Technology (Ku1287)Institut Teknologi Bandung Feb 2010 - May 2010Bandung, West Java, Indonesia● Assisted the lecturer in providing small tests, discussions, and exercises.● Aided the lecturer in evaluating students during lectures. -
Assistant Lecturer - Engineering Mathematics (Tk2102)Institut Teknologi Bandung Sep 2009 - Dec 2009Bandung, West Java, Indonesia● Assisted the lecturer in providing small tests, discussions, and exercises.● Aided the lecturer in evaluating students during lectures.
Brian Lee, S.T., Mba Skills
Brian Lee, S.T., Mba Education Details
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Chemical Engineering -
Operations Management And Supervision
Frequently Asked Questions about Brian Lee, S.T., Mba
What company does Brian Lee, S.T., Mba work for?
Brian Lee, S.T., Mba works for Phillip Broker Asuransi Indonesia
What is Brian Lee, S.T., Mba's role at the current company?
Brian Lee, S.T., Mba's current role is Assistant Manager of Product Development.
What schools did Brian Lee, S.T., Mba attend?
Brian Lee, S.T., Mba attended Institut Teknologi Bandung, Institut Teknologi Bandung.
What skills is Brian Lee, S.T., Mba known for?
Brian Lee, S.T., Mba has skills like Operations Management, Youtube, Video Editing, Keyboardist, Microsoft Office, Management, Microsoft Powerpoint, Business Strategy, Strategic Planning, Microsoft Word, English, Microsoft Excel.
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