Lydia Lee Email and Phone Number
I am a senior Investment Consultant and Certified Financial Planner with 9 years of dedicated expertise in financial planning and wealth management. With extensive experience and proven track record in advising High-Net-Worth and private clients, offering strategic insights into portfolio review, analysis and investment strategies.As a CFP holder, I bring a wealth of experience in assisting wealthy clients, their families, trusts, and family offices from various perspectives. I specialize in tax planning related to asset management, investment strategies, and real estate management for high-net-worth individuals. I provide essential information and advice on personal financial planning to ensure their goals and aspirations are achievable and on target.I excel at staying abreast of market trends to offer up-to-date advice, enabling my clients to stay ahead of the curve. Known for delivering high-quality customer service, I have established a reputation for excellence in client relationship management, consistently maintaining a satisfaction and return rating of over 95% each quarter. My expertise includes client education, delivering quality investment advice, and generating referrals.I look forward to creating a positive impact and adding value in my career. Please contact me if you see opportunities aligned with my profile and interests. I also enjoy meeting new people over a cup of coffee. Feel free to reach out at tzu0410@gmail.com or send me a direct message.
Y.T.D. Limited
View- Website:
- ytdltd.com
- Employees:
- 5
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Financial AssistantY.T.D. Limited Nov 2023 - PresentUnited Kingdom-Prepare annual statory & management accounts including journal preparation, accrual, prepayments, fixed asset additions, depreciation and reconciliation of bank accounts.-Handle reconciliation procedures and processing over 800 monthly financial entries in accounts to ensure accurate recording of all business transactions.-Manage data entry duties including transaction logging, journal entries and invoice creation whilefinancial accuracy.-Utilise Excel to analyse key financial… Show more -Prepare annual statory & management accounts including journal preparation, accrual, prepayments, fixed asset additions, depreciation and reconciliation of bank accounts.-Handle reconciliation procedures and processing over 800 monthly financial entries in accounts to ensure accurate recording of all business transactions.-Manage data entry duties including transaction logging, journal entries and invoice creation whilefinancial accuracy.-Utilise Excel to analyse key financial data including sales figures, sales forecasts and general expenses. Show less
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Investment ConsultantCtbc Bank May 2019 - Aug 2023Taipei City, Taiwan-Developed clients from company’s client pool and maintained ongoing relationships.-Managed 500+ clients and advised over US$375M in assets including 10% of ultra-high-net-worth clients.-Provided investment portfolios tailored to the client’s needs with a mixture of bonds, mutual funds, structured derivatives, offshore securities, FX, insurance and tax matters.-Delivered financial plans for clients including investment strategies, retirement planning and risk management through… Show more -Developed clients from company’s client pool and maintained ongoing relationships.-Managed 500+ clients and advised over US$375M in assets including 10% of ultra-high-net-worth clients.-Provided investment portfolios tailored to the client’s needs with a mixture of bonds, mutual funds, structured derivatives, offshore securities, FX, insurance and tax matters.-Delivered financial plans for clients including investment strategies, retirement planning and risk management through market research and financial analysis.-Developed a $5.5 million portfolio for a high net worth client's pension scheme, utilised a mixture of assets to ensure astable cash flow aligning with the client's early retirement plan. Show less -
Assistant Vice PresidentKgi Securities Nov 2018 - May 2019Taipei City, Taiwan-Oversaw the operation of a branch, summarising the progress of both operational and financial activities for reporting to the area manager.-Prepared the annual budgeting and financial planning processes and executed decision-making across the business.-Conducted in-depth analysis of sales data using Excel/CRM system to generate monthly performance reviews.-Led the sales team to enhance their consultative selling skills and drove the team in achieving personal andcompany… Show more -Oversaw the operation of a branch, summarising the progress of both operational and financial activities for reporting to the area manager.-Prepared the annual budgeting and financial planning processes and executed decision-making across the business.-Conducted in-depth analysis of sales data using Excel/CRM system to generate monthly performance reviews.-Led the sales team to enhance their consultative selling skills and drove the team in achieving personal andcompany objectives. Internal Collaborating and Mentorship. Prospect & Client Management-Presented weekly financial planning and investment seminars to clients and prospects regarding investing products. Show less -
Management AssociateKgi Securities Jun 2015 - Oct 2018Taiwan-Managed individual and corporate clients to provide advice and financial planning with portfolio management and tax services.-Co-ordinated in the launch of ETFs, funds, insurance, and IPOs and organisation of presentations. -Led the weekly sales training sessions for a number of branches and advised clients and branch staff with the latest market trends and new financial products.-Built a well-diversified investment strategy for clients to help them achieve their financial goals… Show more -Managed individual and corporate clients to provide advice and financial planning with portfolio management and tax services.-Co-ordinated in the launch of ETFs, funds, insurance, and IPOs and organisation of presentations. -Led the weekly sales training sessions for a number of branches and advised clients and branch staff with the latest market trends and new financial products.-Built a well-diversified investment strategy for clients to help them achieve their financial goals with consistent long-term growth. Show less
Lydia Lee Education Details
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Accounting And Business/Management -
Tamkang UniversityIndustrial Economic
Frequently Asked Questions about Lydia Lee
What company does Lydia Lee work for?
Lydia Lee works for Y.t.d. Limited
What is Lydia Lee's role at the current company?
Lydia Lee's current role is Investment consultant | Wealth Management | Data Analysis | Certified Financial Planner CFP®.
What schools did Lydia Lee attend?
Lydia Lee attended University Of Southampton, Tamkang University.
Not the Lydia Lee you were looking for?
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Lydia Lee, PhD
Founder | Education | Venture Investment | Corporate Finance | Edtech | Pharmaceuticals & BiotechnologyCambridge2gmail.com, domainex.co.uk
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