Lee Wong Email & Phone Number
Head of Wealth Planning
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Lee Wong Location
- Singapore
Lee Wong Work
- Head of Wealth Planning @ Pacific Eagle Group (September 2024 - Present)
- Managing Director, Head of Family Services Asia @ (October 2017 - September 2024)
- Managing Director @ (April 2016 - October 2017)
- Head of Wealth Planning, South Asia @ Coutts (January 2014 - October 2017)
- Executive Director @ UBS Wealth Management (November 2010 - December 2013)
- Director @ (January 2006 - January 2010)
- Trust Company Head @ OCBC Trustee Limited (January 2004 - January 2006)
- Vice President @ (January 2002 - January 2004)
- Assistant Vice President @ (January 1999 - January 2002)
- Senior Legal Counsel @ (January 1998 - January 1999)
- Legal Counsel @ (January 1995 - January 1998)
Lee Wong Education
- National University of Singapore
Bachelor of Laws (LLB) (Law)
1991-1995
Lee Wong Skills
- IT Strategy
- Management
- Governance
- Microsoft Word
- Project Management
- Business Continuity
- Incident Management
- Training
- Process Improvement
- Disaster Recovery
- Service Delivery
- PMO
- Customer Service
- Servers
- ITIL
- IT Management
- IT Service Management
- Research
- Wealth
- Team Management
- Corporate Governance
- Estate Planning
- Wealth Management Services
- Asset Management
- Strategy
- Wealth Management
- Investment Advisory
- Equities
- Strategic Financial Planning
- Alternative Investments
- Hedge Funds
- Investments
- Financial Planning
- Financial Advisory
- Private Banking
- Succession Planning
- Portfolio Management
Lee Wong Summary
- Lee Wong, based in Singapore, is currently a Head of Wealth Planning at Pacific Eagle Group. Lee Wong brings experience from previous roles at Lombard Odier Group, UBP - Union Bancaire Privée, Coutts and UBS Wealth Management. Lee Wong holds a 1991 - 1995 Bachelor of Laws (LLB) in Law @ National University of Singapore. With a robust skill set that includes IT Strategy, Management, Governance, Microsoft Word, Project Management and more. Lee Wong has 1 emails and 1 mobile phone numbers on RocketReach.
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