
Neil Arron Lewis ACSI Cert SCI
Business Account Manager

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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 2008Business Account ManagerWorking 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 2011Sales Team LeadPHMG provide audio branding services, with major offices in Manchester, England and Chicago, USA.

Ten Alps Events
Feb 2011 - Jan 2012Manager - Finance & Small BusinessTen 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 2018ASEAN Service Manager & Senior Financial ConsultantdeVere Group provide Investment products to expatriate and international investors.

NEBA Private Clients
May 2018 - nowPrivate Wealth & HNW Investment ManagerNEBA 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 InsuranceFeb 2019
Prevention and Detection of Money Laundering
Investors TrustJun 2018- View certificate

Labuan Life Broker Induction Course (LLBIC) Labuan International Insurance Association
Labuan International Business and Financial Center, MalaysiaMay 2016 
Investment Linked Life Insurance (CEILLI)
The Malaysian Insurance InstituteJan 2016
ECDL Foundation: Key skills requirement for IT accredited by OFQUAL
ECDL FoundationJan 1995
Pre Contract Examination for Insurance Agents AC (PCEIA)
The Malaysian Insurance InstituteJan 2016.webp)
International Certificate in Wealth and Investment Management Level 3
The Chartered Institute for Securities & Investment (The CISI)Oct 2012.webp)
Introduction to Securities & Investments (International)
The Chartered Institute for Securities & Investment (The CISI)Aug 2012
Advanced Selling Skills & Principals of Business
VodafoneJan 2000
Account Management Programme & Strategic Customer Relations
VodafoneJan 1999
Honors & Awards
- Awarded to Neil Arron Lewis ACSI Cert SCIInsurance 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 SCIExcellence in Digital Innovation - Singapore Best Practice Adviser Awards Jan 2019
- Awarded to Neil Arron Lewis ACSI Cert SCIExcellence in Investment Planning - Singapore Best Practice Adviser Awards Jan 2019
- Awarded to Neil Arron Lewis ACSI Cert SCIExcellence in Business Strategy - Singapore Best Practice Adviser Awards Jan 2018
- Awarded to Neil Arron Lewis ACSI Cert SCIExcellence in Client Service - Singapore Best Practice Adviser Award Jan 2018
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