Lee Amelia, Wealth Manager

Lee Amelia, Wealth Manager Email and Phone Number

Trusted Wealth Manager And Consultant to Doctors & Young adults | 100+ Clients Served in Inner Circle @ AIA
hong kong
Lee Amelia, Wealth Manager's Location
Singapore, Singapore
About Lee Amelia, Wealth Manager

Amelia is known for her excellent business ethics coupled with her mighty heart to serve. With the high ability in understanding her client’s wants and needs, she is able to prescribe the right, suitable financial remedy. She is consistently seeking ways to grow and develop herself and her skills sets, in order to better assist the people around her. Her aim is to increase the financial literacy of hustling Singaporeans, helping them build their financial pyramid - All whilst they focus on their family, career and enjoying the things they love to do.Feel free to connect and drop me a message if you have any questions!

Lee Amelia, Wealth Manager's Current Company Details
AIA

Aia

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Trusted Wealth Manager And Consultant to Doctors & Young adults | 100+ Clients Served in Inner Circle
hong kong
Website:
aia.com
Employees:
33954
Lee Amelia, Wealth Manager Work Experience Details
  • Aia
    Personal Financial Advisor
    Aia Feb 2020 - Present
    Singapore
    Having good business ethics with the heart to serve is the core of my work.- Consistently increasing competency to provide professional service and advice for clients- Devotedly serve different clients from different background and lifestyleMajor as a one-stop service-provider to provide holistic planning for my clients. This includes:- Financial Planning- Personal Insurance- Advisory on Collective Investment Schemes- Education Planning for family- Estate Planning and Will Writing
  • Freeboh Innovations
    Account Manager
    Freeboh Innovations Jun 2018 - Jan 2020
    Singapore
    - Managed 2 associates and 73 accounts - Contributed to 42% of revenue over 6 months- Developed new business ideas and led team to increase efficiency, which led to revenue growth by 50% in the year- Leveraged on business phone skills and developed new business with existing clients- Forecast and track key account metrics - Prepare reports on status- Write and present business proposals to established and prospective clients- Managed client and project for Prudential Marina Bay Carnival- Assisted with marketing and increasing brand awareness via Social Media etc
  • Spark Planners Pte Ltd
    Event Executive
    Spark Planners Pte Ltd Jun 2017 - Mar 2018
    - Landed and co-headed Health Promotion Board projects (IQuit, DRA, NYZY)- Co-presented and pitched for large projects (HLFSG, NSC)- Developed and marketing fresh ideas and concepts for numerous other tender pitching- Developed business solutions that will concurrently benefit clients and business- Negotiated contracts with clients and support services
  • Mambo Beach Club Singapore
    Waitress
    Mambo Beach Club Singapore 2016 - 2018
    Singapore
    "Amelia is everywhere and it's like she flies. Every single time I turn around, she's no longer there" Other than being in charge of my assigned work station, I assist my colleagues in their station to ensure that our guests are served in time and tables can have a smooth turnover. This is especially important when we have a slam on weekends or Public Holidays (Fellow F&B friends, I'm sure you know what this means and how crazy it can actually be) Official Roles: - Coordinated guests within the area of the beach club- Effectively served and provided a wholesome experience for guests- Customised the experience of each customer by understanding their different needs- Efficiently worked with fellow colleagues to ensure a smooth flow of operations- Successfully trained new colleagues to include them in the know-hows of running the beach club
  • Sweet Valentines
    Co-Founder
    Sweet Valentines 2014 - 2018
    - Estimated ROI was 150% of the investment, which values it at $3000- Approximately 35% sales growth (AY2017-2018 and 20% sales growth (AY 2016-2017)- Successfully marketed and sold products and service to customers, by being able to identify shortcomings in the industry- Self-motivated and worked to look for new sales beyond regular clients
  • Sats Ltd.
    Customer Service Agent
    Sats Ltd. 2015 - 2017
    Singapore
    - Served and coordinated flying passengers of different nationalities and age- Actively seek to understand customers’ needs and deliver by customising solutions to ensure customer satisfaction- Responsible for ensuring that operations are fulfilled and service levels are met.

Lee Amelia, Wealth Manager Education Details

Frequently Asked Questions about Lee Amelia, Wealth Manager

What company does Lee Amelia, Wealth Manager work for?

Lee Amelia, Wealth Manager works for Aia

What is Lee Amelia, Wealth Manager's role at the current company?

Lee Amelia, Wealth Manager's current role is Trusted Wealth Manager And Consultant to Doctors & Young adults | 100+ Clients Served in Inner Circle.

What schools did Lee Amelia, Wealth Manager attend?

Lee Amelia, Wealth Manager attended Temasek Polytechnic.

Who are Lee Amelia, Wealth Manager's colleagues?

Lee Amelia, Wealth Manager's colleagues are Kathy Chan, Lo Yan Wong, 邹昌明, Darshi Gardiachchige, Alvin De Los Reyes, George Goh, Ragunath Subramaniam.

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