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Yan Jie Lee (李彦頡)

Yan Jie Lee (李彦頡)

Securities Analyst

Followers of Yan Jie Lee (李彦頡)701 followers
location of Yan Jie Lee (李彦頡)Singapore

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  • Timeline

  • About me

    Client Advisor at UBS AG, Wealth Management, Singapore

  • Education

    • The London School of Economics and Political Science (LSE)

      2011 - 2014
      Bachelor's degree Banking, Corporate, Finance, and Securities Law

  • Experience

    • Citi Private Bank

      Sept 2014 - Jul 2015
      Securities Analyst

    • UBS

      Oct 2015 - Jun 2016
      Securities Transfer Officer

    • DBS Bank

      Aug 2016 - Sept 2022

      Dedicated AI Team Head Coach of DBS Table Tennis Team Group A - Core Group B - TRM @ Branch

      • Treasures Relationship Manager (Onshore), Assistant Vice President

        Mar 2022 - Sept 2022

      • Head Coach - Table Tennis

        Jan 2020 - Sept 2022

      • Treasures Relationship Manager (Onshore), Senior Associate

        Jan 2020 - Mar 2022

      • Treasures Relationship Manager, Associate

        Jan 2019 - Dec 2019

      • Senior Wealth Planning Manager

        May 2018 - Dec 2018

      • Relationship Manager

        Aug 2016 - Apr 2018

    • UBS

      Oct 2022 - now

      Greater China Head Coach of UBS Table Tennis Team

      • Client Advisor, Great China

        Oct 2022 - now

      • Head Coach - Table Tennis

        Oct 2022 - now

  • Licenses & Certifications

    • Associate Financial Planner

      Financial Planning Association of Singapore

    • CMFAS

    • National Registry Of Coaches - Table Tennis

      National Registry Of Coaches
      Jan 2022

    • Client Advisor Competency Standards (CACS) 1

      IBFSG - The Institute of Banking & Finance Singapore
      Jan 2022

    • Client Advisor Competency Standards (CACS) 2

      IBFSG - The Institute of Banking & Finance Singapore
      Feb 2022

  • Honors & Awards

    • Awarded to Yan Jie Lee (李彦頡)
      Top Treasures Wealth Manager - Q1’21 - Apr 2021 Top Treasures Wealth Manager for Q1’2021. Achieving 235% of targets for Q1’2021
    • Awarded to Yan Jie Lee (李彦頡)
      Excellent Service Award 2020 - Star Award - Mar 2021
    • Awarded to Yan Jie Lee (李彦頡)
      DBS CBG Brilliant Star Awards Q3’20 - Top Achiever Silver Award - Jan 2021
    • Awarded to Yan Jie Lee (李彦頡)
      DBS Treasures Full Year Top Achiever Award 2019 - Sep 2020 TOP DBS Treasures Relationship Manager. Achieving $2million+ APE for Bancassurance in a single year
    • Awarded to Yan Jie Lee (李彦頡)
      DBS CBG Brilliant Star Awards Q4’19 - Top Achiever Silver Award - Jun 2020
    • Awarded to Yan Jie Lee (李彦頡)
      SPOT Award - Mar 2020 Based on client compliments for exceptional service standards
    • Awarded to Yan Jie Lee (李彦頡)
      Top DBS Treasures Relationship Manager - Feb 2020 TOP Treasures Relationship Manager for Bancassurance in Q4’19
    • Awarded to Yan Jie Lee (李彦頡)
      Top Relationship Manager - Q4’19 - Jan 2020 Top Relationship Manager in Distribution (DBS & POSB) for Regular Premium sales - Q4’19
    • Awarded to Yan Jie Lee (李彦頡)
      Top Elite Award - Dec 2019 Top in Distribution (DBS & POSB) for Regular Premium. Achieving $1.2 million APE of Regular Premium Sales.
    • Awarded to Yan Jie Lee (李彦頡)
      Top Regular Premium APE - Dec 2019 Top producer for Regular Premium - East 1 Region
    • Awarded to Yan Jie Lee (李彦頡)
      Top Revenue Producer - Dec 2019 Top Revenue Producer for East 1 Region
    • Awarded to Yan Jie Lee (李彦頡)
      DBS CBG Brilliant Star Awards Q3 - Top Achiever Bronze Award - Nov 2019
    • Awarded to Yan Jie Lee (李彦頡)
      The Elite Award - Nov 2019 Achieving a minimum of $100k APE of regular premium sales.
    • Awarded to Yan Jie Lee (李彦頡)
      DBS CBG Brilliant Star Awards Q2 - Challenger Award - Oct 2019
    • Awarded to Yan Jie Lee (李彦頡)
      The Elite Award - Sep 2019 Achieving a minimum of $100k APE of regular premium sales.
    • Awarded to Yan Jie Lee (李彦頡)
      One Million Unit Trust Award - Aug 2019 Achieving a minimum volume of $1 million for unit trust sales
    • Awarded to Yan Jie Lee (李彦頡)
      Top Treasures Relationship Manager - (Group B) - Rookie Category - Aug 2019 TOP Treasures Relationship Manager for Bancassurance in Q2’19 - Rookie Category
    • Awarded to Yan Jie Lee (李彦頡)
      Top Unit Trust - Aug 2019 Achieving $1.15 million of Unit Trust sales
    • Awarded to Yan Jie Lee (李彦頡)
      One Million Unit Trust Award - Jul 2019 Achieving a minimum volume of $1 million for unit trust sales
    • Awarded to Yan Jie Lee (李彦頡)
      Top Treasures Relationship Manager - (Group B) Team 2 - Jul 2019 Achieving a total of 214% of targets for quarter 2
    • Awarded to Yan Jie Lee (李彦頡)
      Top Treasures Relationship Manager - (Group B) Team 2 in Bancassuarance APE - Jul 2019 Achieving a total of $304k APE from Bancassurance solutions for quarter 2
    • Awarded to Yan Jie Lee (李彦頡)
      One Million Unit Trust Award - Jun 2019 Achieving a minimum volume of $1 million for unit trust sales
    • Awarded to Yan Jie Lee (李彦頡)
      Top Unit Trust - Jun 2019 Achieving $1.16 million of Unit Trust sales
    • Awarded to Yan Jie Lee (李彦頡)
      One Million Unit Trust Award - May 2019 Achieving a minimum volume of $1 million for unit trust sales
    • Awarded to Yan Jie Lee (李彦頡)
      SPOT Award - May 2019 Based on client compliments for exceptional service standards
    • Awarded to Yan Jie Lee (李彦頡)
      Top Unit Trust Producer Q1 2019 - Apr 2019 Top unit trust producer for Q1 2019
    • Awarded to Yan Jie Lee (李彦頡)
      One Million Unit Trust Award - Mar 2019 Achieving a minimum volume of $1 million for unit trust sales
    • Awarded to Yan Jie Lee (李彦頡)
      Top Unit Trust - Mar 2019 Achieving $1.153 million of Unit Trust sales
    • Awarded to Yan Jie Lee (李彦頡)
      The Elite Award - Feb 2019 Achieving a minimum of $100k APE of regular premium sales.
    • Awarded to Yan Jie Lee (李彦頡)
      One Million Unit Trust Award - Jan 2019 Achieving a minimum volume of $1 million for unit trust sales
    • Awarded to Yan Jie Lee (李彦頡)
      Top Unit Trust - Jan 2019 Achieving $1.255 million of Unit Trust sales.
    • Awarded to Yan Jie Lee (李彦頡)
      DBS CBG Brilliant Star Awards Bancassurance Category H1 Top Achiever - Oct 2018
    • Awarded to Yan Jie Lee (李彦頡)
      The Elite Award - Sep 2018 Achieving a minimum of $100k APE of regular premium sales.
    • Awarded to Yan Jie Lee (李彦頡)
      The Elite Award - Jan 2018 Achieving a minimum of $100k APE of regular premium sales.
    • Awarded to Yan Jie Lee (李彦頡)
      The Elite Award - Dec 2017 Achieving a minimum of $100k APE of regular premium sales.
    • Awarded to Yan Jie Lee (李彦頡)
      Top Elite Award - Dec 2017 Top Elite in Distribution (DBS & POSB) for month of December 2017, achieving $444,421 APE of regular premium sales.
    • Awarded to Yan Jie Lee (李彦頡)
      Top Regular Premium APE - RM Category - Dec 2017 Top regular premium sales for December 2017 in DBS Franchise East 1 Region.
    • Awarded to Yan Jie Lee (李彦頡)
      The Elite Award - Apr 2017 Achieving a minimum of $100k APE of regular premium sales.
    • Awarded to Yan Jie Lee (李彦頡)
      2017 H2 Brilliant Star Bancassurance Half Yearly Winner -
    • Awarded to Yan Jie Lee (李彦頡)
      The Elite Achievers Award - - Top 25 relationship managers in distribution (DBS & POSB) per quarter- Achieving a minimum of $300k APE regular premium sales per quarter to qualify