Neil Arron Lewis ACSI Cert SCI

Neil Arron Lewis ACSI Cert SCI

Business Account Manager

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location of Neil Arron Lewis ACSI Cert SCIFederal Territory of Kuala Lumpur, Malaysia

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  • Timeline

  • About me

    Senior finance professional. Wealth creation & preservation, bespoke, confidential, client first advice. NEBA Private Clients a TEAM plc company. 🇲🇾 🇸🇬 🇦🇪 🇿🇦 🇬🇧

  • Education

    • Singapore College of Insurance

      2019 -
      CMFAS: M9, M9A, M8, M8A, M5 & HI
    • Chartered Institute for Securities & Investment

      2012 -
      ACSI - International Certificate
    • Chartered Insurance Institute

      2016 -
  • Experience

    • Vodafone

      Nov 1999 - Jan 2008
      Business Account Manager

      Working as part of a successful, award winning sales team for acquisition and retention, as Business Account Manager Neil was responsible for a client base of circa 100 SME accounts. Responsibilities included reducing churn of clients via regular on site visits/ consultations. Selling to target value added products and solutions while maximising company and client profits. Neil constantly hit or exceeded sales targets while maintaining industry leading levels of client retention.

    • PHMG

      Jun 2009 - Jan 2011
      Sales Team Lead

      PHMG provide audio branding services, with major offices in Manchester, England and Chicago, USA.

    • Ten Alps Events

      Feb 2011 - Jan 2012
      Manager - Finance & Small Business

      Ten Alps Publishing is structured around specialised business-to-business audiences with a focus on finance, small businesses, health, pharmaceuticals, logistics and farming niches.

    • DeVere Group

      Jun 2012 - May 2018
      ASEAN Service Manager & Senior Financial Consultant

      deVere Group provide Investment products to expatriate and international investors.

    • NEBA Private Clients

      May 2018 - now
      Private Wealth & HNW Investment Manager

      NEBA Private Clients, a TEAM plc company, where enduring values meet innovative financial solutions. As part of an esteemed PLC listed on the London Stock Exchange, we embrace growth and client trust. Explore our services at www.teamassetmanagement.com.At the heart of finance, we’re redefining success. Our strategic NEBA Private Clients acquisition marks a renewal era, infusing legacy with transformative thinking, perfect for heritage clients and newcomers alike. Our vision? To pioneer change in financial services with transparency and exceptional value, attracting individuals and businesses ready for a future of clarity, integrity & client first advice in wealth management.Rooted in a solid PLC foundation and driven by start-up agility, we pledge to navigate the complexities of finance with clear, trustworthy guidance. Your goals, our mission—whether you’re an established client or a prospective partner seeking financial acumen.The horizon gleams with promise: under Team plc, NEBA Private Clients is your gateway to opportunity, blending fresh alliances with seasoned expertise. Join us for a future where growth, innovation, protection and shared success are not just envisioned but actively pursued. Show less

  • Licenses & Certifications

    • CMFAS Capital Markets & Financial Advisory Services: SCI M5 - Rules and Regulations for Financial Advisory Services

      Singapore College Of Insurance
      Feb 2019
    • Prevention and Detection of Money Laundering

      Investors Trust
      Jun 2018
    • Labuan Life Broker Induction Course (LLBIC) Labuan International Insurance Association

      Labuan International Business and Financial Center, Malaysia
      May 2016
      View certificate certificate
    • Investment Linked Life Insurance (CEILLI)

      The Malaysian Insurance Institute
      Jan 2016
    • ECDL Foundation: Key skills requirement for IT accredited by OFQUAL

      ECDL Foundation
      Jan 1995
    • Pre Contract Examination for Insurance Agents AC (PCEIA)

      The Malaysian Insurance Institute
      Jan 2016
    • International Certificate in Wealth and Investment Management Level 3

      The Chartered Institute for Securities & Investment (The CISI)
      Oct 2012
    • Introduction to Securities & Investments (International)

      The Chartered Institute for Securities & Investment (The CISI)
      Aug 2012
    • Advanced Selling Skills & Principals of Business

      Vodafone
      Jan 2000
    • Account Management Programme & Strategic Customer Relations

      Vodafone
      Jan 1999
  • Honors & Awards

    • Awarded to Neil Arron Lewis ACSI Cert SCI
      Insurance Solutions Provider in Wealth Management Wealth Briefing Asia (Singapore) May 2022 Recognition for innovative solutions and client centricity in estate planning, tax mitigation and inter-generational wealth transfer.
    • Awarded to Neil Arron Lewis ACSI Cert SCI
      Excellence in Digital Innovation - Singapore Best Practice Adviser Awards Jan 2019
    • Awarded to Neil Arron Lewis ACSI Cert SCI
      Excellence in Investment Planning - Singapore Best Practice Adviser Awards Jan 2019
    • Awarded to Neil Arron Lewis ACSI Cert SCI
      Excellence in Business Strategy - Singapore Best Practice Adviser Awards Jan 2018
    • Awarded to Neil Arron Lewis ACSI Cert SCI
      Excellence in Client Service - Singapore Best Practice Adviser Award Jan 2018