Please complete the CAPTCHA to continue
A concise factual answer block for searchers comparing this professional profile.
Lydia Lee is listed as Investment consultant | Wealth Management | Data Analysis | Certified Financial Planner CFP® at Y.T.D. Limited, a company with 5 employees, based in London, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for Lydia Lee.
Lydia Lee previously worked as Financial Assistant at Y.T.D. Limited and Investment Consultant at Ctbc Bank. Lydia Lee holds Master Of Science (Msc), Accounting And Business/Management from University Of Southampton.
This section adds company-level context without repeating Lydia Lee's masked contact details.
Review company-level records connected to Lydia Lee before choosing the right outreach path.
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.
Company context helps verify the profile and gives searchers a useful next step.
A career timeline built from the work history available for this profile.
United 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.
Taipei 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.
Taipei 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.
Taiwan
-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.
Quick answers generated from the profile data available on this page.
Lydia Lee works for Y.T.D. Limited.
Lydia Lee is listed as Investment consultant | Wealth Management | Data Analysis | Certified Financial Planner CFP® at Y.T.D. Limited.
Lydia Lee is based in London, England, United Kingdom while working with Y.T.D. Limited.
Lydia Lee has worked for Y.T.D. Limited, Ctbc Bank, and Kgi Securities.
You can use AeroLeads to view verified contact signals for Lydia Lee at Y.T.D. Limited, including work email, phone, and LinkedIn data when available.
Lydia Lee holds Master Of Science (Msc), Accounting And Business/Management from University Of Southampton.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial Search contactsCheck these profiles if this is not the Lydia Lee you were looking for.
