Ai Lian Lee

Ai lian lee

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  • Timeline

  • About me

    Assistant Relationship Manager at DBS

  • Education

    • Nanyang polytechnic

      2005 - 2008
      Diploma engineering informatics
  • Experience

    • Rockwell automation

      Mar 2008 - Mar 2009
      Associate engineer
    • Prudential assurance

      Jan 2009 - Jul 2011
      Financial consultant

      Sell Insurance!

    • United overseas bank limited (uob)

      Aug 2011 - Dec 2015

      Assisting Relationship Manager with daily transactions and back end operations role.

      • Relationship Officer

        Oct 2014 - Dec 2015
      • Customer Service Officer

        Aug 2011 - Oct 2014
    • Dbs bank

      Jan 2016 - now
      Wealth service manager (treasures)

      Deputy Support Relationship Managers (RMs) to provide excellent service to high net-worth clients so as to achieve client retention. Ensure timely transaction processing and service delivery of clients’ requirements Understand client requirements and assist RMs in daily maintenance of account relationships. Ensure timely follow up on client calls / queries • Ensure compliance with all regulatory requirements

  • Licenses & Certifications

    • Cmfas

      Monetary authority of singapore (mas)
      Jan 2016
    • Prca

      Wmi
  • Honors & Awards

    • Awarded to Ai Lian Lee
      EXSA STAR AWARD Exsa Mar 2021
    • Awarded to Ai Lian Lee
      EXSA STAR AWARD Exsa Mar 2020
    • Awarded to Ai Lian Lee
      EXSA Gold Award 2019 EXSA March 1, 2019
    • Awarded to Ai Lian Lee
      EXSA EXSA March 1, 2018 Exsa Silver Award 2018
    • Awarded to Ai Lian Lee
      EXSA EXSA March 1, 2014 Exsa Star Award
    • Awarded to Ai Lian Lee
      EXSA STAR AWARD 2022 EXSA
    • Awarded to Ai Lian Lee
      EXSA STAR AWARD 2023 EXSA