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Samuel Lee is listed as AEPP® | Personal Wealth Manager | Estate & Retirement Planning | Corporate Solutions & Employee Benefits at Advisors Alliance Group, a company with 316 employees, based in Singapore, Singapore, Singapore. AeroLeads shows a matched LinkedIn profile for Samuel Lee.
Samuel Lee previously worked as Personal Wealth Manager at Advisors Alliance Group and Financial Consultant at Advisors Alliance Group. Samuel Lee holds Bachelor Of Business Administration - Bba, Major In Finance from Rmit University.
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Samuel Lee is a AEPP® | Personal Wealth Manager | Estate & Retirement Planning | Corporate Solutions & Employee Benefits at Advisors Alliance Group.
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Singapore
- Attained the title of Personal Wealth Manager in April 2024 for transacting over $120K of regular annual premiums from affluent cases (>$10K annual premium per case) in 2024 through retirement and estate planning solutions
Singapore
- Optimised client portfolios. Delivered tailored financial solutions for personal and business risk management, wealth accumulation, and estate planning. - Created systems and campaigns to develop and strengthen long-term relationships with prospects and clients.- Frequently engage, negotiate, follow-up with business clients and prospects via phone calls.
- Oversaw the training and management of the air defence weapons specialists and gunners in 18 DA Battalion. - Responsible for upholding operational standards as well as ensuring welfare and discipline of my team daily.- Responsible for the planning and tracking of requirements for the Battery's simulator trainings through Microsoft Excel and coordinating.
Novena, Singapore
-Shadowed the principal physiotherapist to teach exercises and administer treatments to patients.- Performed administrative tasks like bookkeeping, scheduling and following-up with patients.- Created marketing materials for the clinic, working with Microsoft PowerPoint and Excel frequently.
Other employees you can reach at advisorsalliance.com.sg. View company contacts for 316 employees →
Pei Pei Tan
Colleague at Advisors Alliance GroupSingapore, Singapore
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WX
Wei Xian Kho
Colleague at Advisors Alliance GroupSingapore, Singapore, Singapore
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RH
Rui’En Hong
Colleague at Advisors Alliance GroupSingapore, Singapore, Singapore
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SJ
Sin Joo Tok
Colleague at Advisors Alliance GroupSingapore, Singapore
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AN
Aloysious Ng
Colleague at Advisors Alliance GroupSingapore, Singapore
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YJ
Yen Jie Gian
Colleague at Advisors Alliance GroupSingapore, Singapore
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ML
Malcolm Lew
Colleague at Advisors Alliance GroupSingapore, Singapore
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WZ
Wang Zee Shen
Colleague at Advisors Alliance GroupSingapore, Singapore, Singapore
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CK
Candice Koh
Colleague at Advisors Alliance GroupSingapore, Singapore
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SL
Sharon Lee
Colleague at Advisors Alliance GroupSingapore, Singapore, Singapore
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- Worked concurrently as a Financial Consultant while studying full-time. - Pivoted out of physiotherapy to pursue my passion in the.
- Director’s Roll of Honour Year 2017. - Edusave Certificate of Academic Achievement 2018 and 2019. - Edusave Merit Bursary 2018 and 2019.
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Samuel Lee works for Advisors Alliance Group.
Samuel Lee is listed as AEPP® | Personal Wealth Manager | Estate & Retirement Planning | Corporate Solutions & Employee Benefits at Advisors Alliance Group.
Samuel Lee is based in Singapore, Singapore, Singapore while working with Advisors Alliance Group.
Samuel Lee has worked for Advisors Alliance Group, Republic Of Singapore Air Force, and Hallmark Physiotherapy.
Samuel Lee's colleagues at Advisors Alliance Group include Pei Pei Tan, Wei Xian Kho, Rui’En Hong, Sin Joo Tok, and Aloysious Ng.
You can use AeroLeads to view verified contact signals for Samuel Lee at Advisors Alliance Group, including work email, phone, and LinkedIn data when available.
Samuel Lee holds Bachelor Of Business Administration - Bba, Major In Finance from Rmit University.
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