Peter Lee

Peter Lee Email and Phone Number

Senior Fixed Income Specialist @ CANDOUR CAPITAL
Melbourne, VIC, AU
Peter Lee's Location
Melbourne, Victoria, Australia, Australia
Peter Lee's Contact Details
About Peter Lee

Peter is results-driven Manager with a passion for accelerating growth in dynamic, fast-paced environments. Adept at blending technical expertise and data-driven strategies to identify revenue opportunities while delivering exceptional customer experiences. Skilled in fostering cross-functional collaboration, cultivating key stakeholder relationships, and ensuring industry compliance. Known for a strong track record in wealth management, innovative problem-solving, and empathetic leadership—especially in training and empowering client service teams to achieve outstanding results.

Peter Lee's Current Company Details
CANDOUR CAPITAL

Candour Capital

View
Senior Fixed Income Specialist
Melbourne, VIC, AU
Employees:
18
Peter Lee Work Experience Details
  • Candour Capital
    Senior Fixed Income Specialist
    Candour Capital
    Melbourne, Vic, Au
  • Raise Foundation
    Youth Mentor
    Raise Foundation May 2023 - Sep 2024
    Melbourne, Victoria, Australia
  • Rasiah Private Wealth Management
    Practice Manager
    Rasiah Private Wealth Management Aug 2022 - Sep 2024
    Melbourne, Victoria, Australia
  • Rasiah Private Wealth Management
    Client Relationship Manager
    Rasiah Private Wealth Management Aug 2021 - Aug 2022
    Melbourne, Victoria, Australia
  • Fitzpatricks Private Wealth
    Client Services & Practice Manager
    Fitzpatricks Private Wealth Feb 2021 - Aug 2021
    Sydney, New South Wales, Australia
    Fitzpatricks Private Sydney provides wealth management services to family groups, HNW individuals and business owners. Our clients are at the centre of our practice and with our low client to staff ratio we have a reputation for best practice advice, customer centricity and long term client relationships
  • Barça Academy Australia & New Zealand
    Country Manager
    Barça Academy Australia & New Zealand Feb 2020 - Jun 2020
    Sydney, Australia
  • Barça Academy Australia & New Zealand
    Operations Manager
    Barça Academy Australia & New Zealand May 2019 - Feb 2020
    Sydney, Australia
    To lead the entire FC Barcelona Football Academy in Australia and New Zealand.
  • Football Federation Australia
    Afc Champions League, A-League Operations & Club Licensing Manager
    Football Federation Australia Mar 2016 - Oct 2018
    Sydney, Australia
    A member of the League Operations division with the primary focus oncoordinating all AFC Champions League and AFC related matters.
  • Football Federation Australia
    League Operations Intern
    Football Federation Australia Nov 2015 - Feb 2016
    Sydney, Australia
    Providing assistance to the League Operations, Regulatory and Compliance teams across the FFA's National Leagues.Primary responsibilities include the vetting of Player, Sponsorship and Intermediary contracts, Team Salary Cap Monitoring/Auditing and general administrative support for the Hyundai A-League, Westfield W-League and Foxtel National Youth League.Objectives include:- Knowledge of the FIFA regulations on the Status and Transfer of Players- Knowledge of the FFA Regulations on Working with Intermediaries- Developing key relationships will all A-league and W-league teams for the purpose of salary cap management and transparent player payment systems- To maintain a deep understanding of player contract regulations and player payment guidelines- Ensuring all teams act with integrity and are compliant under the regulations of the FFA; achieving strong financial management to preserve a competitive balance across the leagues
  • Citi
    Senior Financial Adviser
    Citi Nov 2012 - Oct 2015
    Sydney, Australia
    Worked within Citibank's Wealth Management division as an adviser to high net-worth clients. Key responsibilities included portfolio management and transaction banking with a particular focus on structured investments, diversification and wealth protection.Funds under management was A$270 Million with clientele comprising of Personal, Corporate, NPOs, Government and SMSF accounts.Specializing in:- Cash Management- Fixed Income & Bonds- Managed Investments- Superannuation- Foreign Exchange and Options- Structured Products- Private placements- Insurance- Lending
  • Wright Express
    Account Manager
    Wright Express Aug 2010 - Nov 2012
    Sydney, Australia
    Wright Express Australia is the leading provider of payment processing, prepaid and information management services, servicing circa 80% of the available prepaid market in Australia. Incorporating giftvouchers.com, Motorpass and Motorcharge.Responsibilities • To manage, support and grow an expanding Tier One blue chip customer base as well as all Tier Two customers, across the retail sector and other verticals for WEX’s Australia Prepaid Card Products• Ensuring all aspects of existing relationships are well maintained with relationship stress points controlled and resolved• Participate in Client reviews, preparing new agreements and contracts to set legal requirements• Extended focus is on profitable growth and identifying new opportunities with a customer or group of customers to increase the level of spending across the WEX product and service suite while maintaining, broadening and enhancing relationships• Exploring any cross-selling, up-selling or value-add on programs with opportunities for any of Wright Express’s other cards and service offerings• To maintain close relationships with all internal departments and the WEX Implementation team as required.• Client management also involves project delivery from pre to post project launch
  • Citi
    Senior Relationship Manager
    Citi Jan 2007 - Aug 2010
    Sydney, Australia
    • Wealth Management to HNW clients and companies• Maintain and Build existing client relationships locally and abroad• Strategic consulting in financial products • Financial Planning; superannuation, retirement planning, wealth building and investments

Peter Lee Skills

Relationship Management Financial Services Management Crm Portfolio Management Strategy Wealth Management Investments Fixed Income Cash Management Retail Banking Business Planning Business Development Derivatives Treasury Management Credit Scoring Business Strategy

Peter Lee Education Details

Frequently Asked Questions about Peter Lee

What company does Peter Lee work for?

Peter Lee works for Candour Capital

What is Peter Lee's role at the current company?

Peter Lee's current role is Senior Fixed Income Specialist.

What is Peter Lee's email address?

Peter Lee's email address is pe****@****lia.com

What schools did Peter Lee attend?

Peter Lee attended University Of Technology, Sydney, Kaplan Professional.

What skills is Peter Lee known for?

Peter Lee has skills like Relationship Management, Financial Services, Management, Crm, Portfolio Management, Strategy, Wealth Management, Investments, Fixed Income, Cash Management, Retail Banking, Business Planning.

Not the Peter Lee you were looking for?

  • Peter Lee

    Manager, Solutions Engineering At Solarwinds Software
    Australia
    4
    hotmail.com, ricoh.com.au, extrahop.com, solarwinds.com
  • Peter Lee

    Peter Lee
    Greater Brisbane Area
  • Peter Lee

    Greater Melbourne Area
    5
    shell.com, shell.com, carycollins.com, unterberg.com, talk21.com
  • Peter Lee

    Investment Banking Analyst At Ubs
    Australia
    1
    sport.nsw.gov.au
  • Peter Lee

    Public Policy | Strategy | Research | Innovation | Infrastructure | Transport | Futures | Governance | Evaluation
    Sydney, Nsw
    1
    uts.edu.au

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.