Edwin Lee

Edwin lee

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  • Timeline

  • About me

    Strategy | Product & Business Management | Chief of Staff | MBA

  • Education

    • Singapore college of insurance

      2011 - 2011
      Insurance and investment module 5, module 9, module 9a, health insurance
    • Republic polytechnic

      2007 - 2010
      Diploma in biotechnology life science

      Academics Roll of Honour 2008/09Academics Roll of Honour 2009/10

    • City college singapore

      2005 - 2006
      Gce o' level
    • Montfort secondary

      2001 - 2004
      Gce n' level
    • University of birmingham

      2021 - 2023
      Master of business administration - mba business administration and management, general merit

      Activities and Societies: Area of focus: Strategic Change Management | Digital banking | Sustainability and ESG | Customer and Product Lifecycle Management Triple Crown Business School (AACSB, AMBA, EQUIS)

    • Loughborough university

      2015 - 2018
      Bachelor of science (bsc) with hons banking, corporate, finance, and securities law second upper class
  • Experience

    • Prudential assurance company singapore

      Jan 2012 - Jul 2013
      Wealth management advisor

      - Developed financial strategies to establish financial goals, matching goals to the client's situation by gathering information to formulate the appropriate financial plans through a needs-based approach.

    • Deutsche bank

      Jul 2013 - Jun 2014
      Officer, cash management and global fx & payments

      - Processed daily inwards and outwards transfers, including FX and high-value payments.- Collaborated with various business units to provide support for corporate clients.- Prepared MAS and audit trail reports for daily submission.

    • Dbs bank

      Jun 2014 - Jun 2016
      Analyst, customer journey for cards and unsecured lending

      - Provided tailored customer service for DBS Treasures and Private Banking individuals.- Achieved desired SLA through effective communications and first call resolution.

    • Cimb singapore

      Jul 2016 - Sept 2019

      -Led key digitisation strategies to digitise CASA and FD acquisition to achieve straight-through banking objectives. - Identified, strategised and developed appropriate tactical campaigns and engagements to drive customer acquisitions and deposit balances.- Strategised and launched below-the-line campaigns and customer engagement to win back detracting customers as part of the anti-attrition strategy.- Commercialised CIMB FastSaver through strategic alliances with key partners like “Sompo Insurance, Lazada, Pratunam Group and Chan Brothers” and above-the-line campaigns such as CIMB FastSaver Travel Draw.- Analysed market trends using internal and external data to ensure sustainable competitive advantage through appropriate pricing against competitors.- Developed customer journey via moment mapping to identify pockets of opportunities to cross-sell and up-sell customers to increase product holdings and primacy.- Managed deposits P&L to achieve top-down financial objectives.- Developed materials for products and campaigns training/briefing to new and existing staff. Show less

      • Assistant Manager, Deposits & Payments Product Management

        Mar 2019 - Sept 2019
      • Executive, Deposits & Payments Product Management

        Jul 2016 - Mar 2019
    • Hsbc

      Sept 2019 - now

      - Managed annual business and marketing budget to achieve profit maximisation.- Managed cards’ portfolio to meet business objectives by ensuring Y-O-Y growth in sales and customer engagements.- Established strategic alliances (Local and Regional) to increase card usage, brand awareness and product visibility.- Led notable campaigns such as Lunar New Year, Spring, Mid-Year, Mid-Autumn and HSBC WOW on Weekend.- Collaborated with key stakeholders across Retail Bank, Digital, Marketing, Technology, Decision Science, Compliance and Legal teams to deliver the relevant business activities.- Initiated and developed new UI and UX for cards usage microsite.- Streamlined various BAUs processes for customer engagement and customer journey- Assessed the effectiveness of the current strategic partners for renewal decision-making.- Established more than 50 partnerships across different categories like dining, travel, leisure and retail.- Developed customised journeys for domestic and international customers to engage with campaigns and triggers to increase activity level and primacy. Show less

      • Strategy & Governance, WPB South Asia and Southeast Asia Chief of Staff Office

        Jul 2024 - now
      • Vice President, Transactional Banking Product Management

        Feb 2022 - Jun 2024
      • Assistant Vice President, Credit Cards Partnership and Product Management

        Sept 2019 - Jan 2022
  • Licenses & Certifications

    • Health insurance

      Singapore college of insurance ltd
      Dec 2011
    • Module 5 – rules and regulations for financial advisory services

      Singapore college of insurance ltd
      Dec 2011
    • Module 9 – life insurance and investment-linked policies

      Singapore college of insurance ltd
      Dec 2011
    • Module 9a – life insurance and investment-linked policies ii

      Singapore college of insurance ltd
      Dec 2011
    • Introduction to sustainable development in practice

      United nations institute for training and research (unitar)
      Aug 2023
    • Data analytics and creating interactive dashboard using python

      Ntuc learninghub
      Aug 2022
    • Introduction to coding using python

      Ntuc learninghub
      Jul 2022
    • Data driven decision making

      National university of singapore
      Apr 2021