Andy Lee Email & Phone Number

103 Penang Road, #03-03 Visioncrest Commercial Singapore 238467

In my current role as a Financial Services Manager and Adviser at Manulife Financial Advisers Pte Ltd, I have a dual focus on serving clients and leading a team of consultants. I provide personalized financial solutions to clients, ensuring their financial goals are met. Simultaneously, I mentor and guide my team, helping them achieve Million Dollar Round Table (MDRT) status and company awards through exceptional performance and client satisfaction.

Singapore

As a Financial Planner and Financial Services Manager at Manulife Singapore Pte Ltd, I thrived in driving exceptional results. In addition to providing comprehensive financial planning services, I successfully managed a team of high-performing financial planners. I mentored, trained, and motivated them to achieve their goals. I consistently achieved Million Dollar Round Table (MDRT) status, showcasing my dedication to excellence in the financial planning industry.

Singapore

As an Insurance Specialist at AIA Singapore, I played a crucial role in the insurance industry. I provided expert guidance to clients, assessed their insurance needs, and recommended suitable coverage plans. I built strong relationships with customers, addressing their concerns and ensuring satisfaction. I stayed updated with industry trends, product knowledge, and regulatory changes to deliver top-notch insurance solutions and exceptional customer service.

Singapore

I handled customers' accounts, processed transactions and provide personalized banking solutions, resolved customer inquiries and ensured regulatory compliance. I contributed to the branch 's growth by maintaining excellent customer satisfactions.