Carlos Lee

Carlos Lee Email and Phone Number

Leading A People-First Financial Advisor Movement | Financial Services Director at Orizal @ Orizal
Carlos Lee's Location
Singapore, Singapore
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About Carlos Lee

If working as a Senior Financial Consultant in NTUC Income for over 17 years has taught me anything, it’s that the customer is at the heart of everything that we do in financial advisory.Having guided hundreds of clients on their path to financial freedom, I’ve come to appreciate that everyone is genuinely interested in mastering the journey of achieving financial freedom. The problem is they don’t know where to start, or who to go to for advice.Inspired by a desire to return to the fundamentals, and to guide and nurture people on their path to financial wellbeing, I knew that I had to create something new.Eventually, Orizal was born. A human-first financial advisory combining financial guidance, education, financial advisory services, and social responsibility in one place.At Orizal, our objectives revolve around our clients, and our financial advisors.𝗙𝗢𝗥 𝗖𝗟𝗜𝗘𝗡𝗧𝗦⤏ We condense complex financial jargon into simple terms that are easy to understand, digest, and use to make the best financial decisions⤏ We create the best possible experience to get started in your financial journey, and recommend win-win solutions, not products⤏ We answer to your holistic needs: not numbers on a spreadsheet𝗙𝗢𝗥 𝗔𝗗𝗩𝗜𝗦𝗢𝗥𝗦One thing that stops many people from becoming a financial advisor is how tough it is to figure things out by yourself.At Orizal, we’ve condensed decades of experience to help you jumpstart your journey into one of the most rewarding careers in Singapore.⤏ We give you the knowledge, education and tools you need to get up to speed and succeed in the fast-moving financial world⤏ We design a custom career track for you based on your aspirations⤏ We’ll mentor you throughout your career, ensuring that you have everything you need to find success, fulfilment and purposeIf you’re interested to be a part of Orizal, or you wish to get started on your financial journey, let’s connect on LinkedIn, or you can drop me an email at experience@orizal.com.

Carlos Lee's Current Company Details
Orizal

Orizal

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Leading A People-First Financial Advisor Movement | Financial Services Director at Orizal
Carlos Lee Work Experience Details
  • Orizal
    Financial Services Director
    Orizal Jul 2020 - Present
    Singapore
    Orizal is a 𝙝𝙪𝙢𝙖𝙣 financial advisory that:⥁ Understands you as a 𝙥𝙚𝙧𝙨𝙤𝙣; instead of seeing you as a 𝙣𝙪𝙢𝙗𝙚𝙧⥁ Explains 𝙘𝙤𝙢𝙥𝙡𝙚𝙭 financial terms using 𝙚𝙖𝙨𝙮, 𝙨𝙩𝙧𝙖𝙞𝙜𝙝𝙩𝙛𝙤𝙧𝙬𝙖𝙧𝙙 and 𝙨𝙞𝙢𝙥𝙡𝙚, 𝙚𝙫𝙚𝙧𝙮𝙙𝙖𝙮 language; instead of hard-to-read jargon⥁ Gives you complete access to 𝙚𝙫𝙚𝙧𝙮 financial product out there so you get the 𝙗𝙚𝙨𝙩 𝙨𝙤𝙡𝙪𝙩𝙞𝙤𝙣, instead of 𝙩𝙮𝙞𝙣𝙜 you to any one firm𝗜𝗠𝗣𝗥𝗢𝗩𝗘 𝗔𝗗𝗩𝗜𝗦𝗢𝗥𝗬 𝗦𝗞𝗜𝗟𝗟𝗦As a Financial Services Manager, I mentor, supervise and develop the Financial Consultants at Orizal, ensuring their continual development through tailored curriculum and customised development programs that improve their ability to advise clients on their financial journey.> Constantly work with advisors to understand their aspirations, and structure their career progression around these focal points> Create and maintain a holistic educational platform that provides 360° personal and professional development (hard and soft skills) for my advisors in every milestone of their career> Coach and mentor advisors on their journey in financial advisory, imparting practical experience, real life insights, and best practices to jumpstart their careers𝗗𝗘𝗩𝗘𝗟𝗢𝗣 𝗢𝗨𝗥 𝗖𝗔𝗣𝗔𝗕𝗜𝗟𝗜𝗧𝗜𝗘𝗦Secondly, I help to develop Orizal’s offerings and capabilities as an agency to provide our clients with the best possible coverage that is tailored to their needs.> Develop novel ways of discovering client needs, goals and aspirations, in order to truly understand the purpose of financial coverage in their lives> Develop new methods of understanding and matching the right solutions to client needs, instead of just “following the numbers”> Constantly inculcate a culture of “educating, not selling” within our advisors, in line with Orizal’s philosophy
  • Infinitum Financial Advisory Pte Ltd
    Financial Services Consultant
    Infinitum Financial Advisory Pte Ltd Jul 2020 - Present
    Infinitum Financial Advisory Pte Ltd is a wholly-owned subsidiary of NTUC Income Insurance Co-operative Limited, Singapore’s top composite insurer, and is licensed and regulated by the Monetary Authority of Singapore (MAS).AT INFINITUM, WE BELIEVE IN INFINITE POSSIBILITIES. We strive to help clients achieve their aspirations and dreams through sound financial advice and client-centric solutions. We offer unbiased, reliable and customised solutions to meet our clients’ insurance, investment, protection, savings and retirement needs. We have in-depth industry and management experience to help clients achieve their financial goals.
  • Ifpas - Insurance And Financial Practitioners Association Of Singapore (Official)
    President 2020/2021
    Ifpas - Insurance And Financial Practitioners Association Of Singapore (Official) Oct 2014 - Present
    IFPAS represents the 18,000 strong hold of Financial Advisors in Singapore. We enforce strictly to ensure a high standard of membership, as well as to protect the public’s interests, the institution of life insurance and the institution of insurance and financial services. Through a very close-knit working relationship with various government agencies like Monetary Authority of Singapore, Prime Minister’s Officer, Ministry of Health, Ministry of Culture, Community & Youth, People's Association and many more, we have garnered incredible support from different stakeholders and Insurer companies in Singapore (AIA, Prudential, Great Eastern, Income, Manulife) over the years. we will continue building the association as the national representative of industry practitioners.As the President of IFPAS, I oversee the various initiatives by the organization, and am responsible for managing the wellbeing of the Singapore financial advisory industry.
  • Ntuc Income
    Senior Financial Consultant
    Ntuc Income Oct 2003 - Jul 2020
    Income was established in 1970 to provide affordable insurance for workers in Singapore. Today, two million people in Singapore look to Income for trusted advice and solutions when making their most important financial decisions. Our wide network of advisers and partners provide life, health and general insurance products and services to serve the protection, savings and investment needs of customers across all segments of society. As a Senior Financial Consultant, I help clients with their financial planning journey through providing holistic strategies that results in win-win solutions.> Assessed clients’ financial situation, in order to diagnose their financial needs, and define a roadmap to achieve their financial goals> Advised clients on insurance to help companies and individuals plan and prepare for their financial futures> Helped clients to plan for their retirement, education, and investment> Followed up with clients to assess how developments in their life might affect their financial plan and roadmap> Processed claims on behalf of client in areas such as hospitalization, medical expenses, accident expenses and death claims> Appointed to assist Income in various projects and firm-related initiatives

Carlos Lee Skills

Finance Consulting Strategic Planning Risk Management Business Strategy

Carlos Lee Education Details

Frequently Asked Questions about Carlos Lee

What company does Carlos Lee work for?

Carlos Lee works for Orizal

What is Carlos Lee's role at the current company?

Carlos Lee's current role is Leading A People-First Financial Advisor Movement | Financial Services Director at Orizal.

What is Carlos Lee's email address?

Carlos Lee's email address is ca****@****.com.sg

What schools did Carlos Lee attend?

Carlos Lee attended University Of London, Temasek Polytechnic.

What skills is Carlos Lee known for?

Carlos Lee has skills like Finance Consulting, Strategic Planning, Risk Management, Business Strategy.

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