Joe (Kyu Jin) Lee Email & Phone Number

Coquitlam, British Columbia, Canada

Vancouver, Canada Area

As a private banker at International Private Banking, part of RBC Wealth Management Canada, I work with high net worth clients from Asia (primarily within the prominent South Korean market), US and Europe to provide them with wealth management solutions in the area of banking, credit, investments & trust and estate planning. I seek a deep understanding of the client situation, their needs and goals and act as their Primary Relationship Manager, drawing on the extensive expertise and solutions offered from Canada and our global network to meet my client's needs and those of their family and in certain occasions their corporations

As a financial planner at RBC Financial Planning, I worked exclusively with HNW clients to develop their comprehensive financial plans that are personalized to specific needs or concerns in the areas of financial, investment, retirement, risk management and estate planning. Primary focus was to provide tailored advisory solutions thru various investment products and credit facility

As a Senior Account Manager, my primary accountability was to establish and grow long term relationships by collaborating with a portfolio of clients with evolving personal financial needs. The focus was on retaining, growing and attracting clients through an ongoing discovery approach and applying financial counseling principles and advices that help individuals make informed decisions about their personal goals

As an Account Manager, my primary accountability was to collaborate with clients and apply financial counseling principles to actively and effectively to meet their day-to-day financial needs from banking and lending.