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Chace Lee Location
Singapore
Chace Lee Work
2020 -now Wealth Management Director @
2017 -2020 Client Advisor (North Asia) @
2016 -2017 Personal Financial Consultant @
2013 -2016 Independent Financial Advisor @
Chace Lee Education
University of London
Bachelor of Banking & Finance (Banking, Corporate, Finance, and Securities Law)
2012-2015
Chace Lee Skills
Wealth Management
Portfolio Management
Retirement Planning
Investments
Strategic Financial Planning
Comprehensive Financial Planning
Tax Reduction
Estate Planning
Alternative Investments
Risk Management
Microsoft Excel
Chace Lee Summary
Chace Lee, based in Singapore, is currently a Wealth Management Director at Prime Asia Asset Management Pte. Ltd.. Chace Lee brings experience from previous roles at United Overseas Bank Limited (UOB), OCBC Bank and IPP Financial Advisers. Chace Lee holds a 2012 - 2015 Bachelor of Banking & Finance in Banking, Corporate, Finance, and Securities Law @ University of London. With a robust skill set that includes Wealth Management, Portfolio Management, Retirement Planning, Investments, Strategic Financial Planning and more. Chace Lee has 2 emails on RocketReach.
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