Jessie Lee Cfa

Jessie Lee Cfa

Experience in the Wealth Management industry across business controlling, sales management and more recently, delivering portfolio investment solutions... | Singapore, Singapore, Singapore

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Work Experience

Ubs

Client Investment Specialist, Executive Director

Fri Mar 01 2024 00:00:00 GMT+0000 (Coordinated Universal Time) — Present

Ubs

Client Investment Specialist, Director

Tue Aug 01 2017 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Mar 01 2024 00:00:00 GMT+0000 (Coordinated Universal Time)

Ubs

Sales Management

Wed Jan 01 2014 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat Jul 01 2017 00:00:00 GMT+0000 (Coordinated Universal Time)

Ubs

Wealth Management Business Controlling

Wed May 01 2013 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Dec 01 2013 00:00:00 GMT+0000 (Coordinated Universal Time)

Ubs

Finance Graduate Trainee

Fri Jul 01 2011 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed May 01 2013 00:00:00 GMT+0000 (Coordinated Universal Time)

Kpmg

Advisory

Wed Dec 01 2010 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Feb 01 2011 00:00:00 GMT+0000 (Coordinated Universal Time)

Skills

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