VP Premier Team Head @ (December 2016 - March 2019)
Vice President - Advance Team Head @ (September 2012 - November 2016)
Personal Wealth Team Manager @ (May 2011 - September 2012)
Senior Personal Wealth Manager @ (January 2010 - May 2011)
Personal Financial Manager @ (July 2008 - December 2009)
Tele-Service Officer @ (September 2007 - July 2008)
Credit Card and Personal Loan Specialist @ (December 2006 - February 2007)
Charles Lee Education
UNISim
Bachelor's degree (Finance, General)
2010-2013
Charles Lee Skills
Banking
Risk Management
Management
Portfolio Management
Financial Analysis
Credit
Leadership
Business Analysis
Investments
Project Management
Financial Planning
Finance
Business Strategy
Public Speaking
Customer Service
Loans
Retail Banking
Wealth Management
Financial Services
Strategic Planning
Credit Cards
Work Well Independently
Technology
Anti Money Laundering
Fixed Income
People Management
Hiring Employees
Efficent
Multi Tasking
People Development
Derivatives
Highly detail oriented
Actimize
Interviewing Skills
Equities
Compliance
Mutual Funds
AML
Securities
Supervisory Skills
Options Strategies
Operational Risk
Regulatory Compliance
Business Process Improvement
Trading
Trade Compliance
Options
Surveillance
Computer Proficiency
Charles Lee Summary
Charles Lee, based in Singapore, is currently a SVP, Regulatory Compliance, HSBC Life at HSBC. Charles Lee brings experience from previous roles at HSBC. Charles Lee holds a 2010 - 2013 Bachelor's degree in Finance, General @ UNISim. With a robust skill set that includes Banking, Risk Management, Management, Portfolio Management, Financial Analysis and more. Charles Lee has 1 mobile phone numbers on RocketReach.
Looking for a different Charles Lee?
Find contact details for 700 million professionals.