Deep Enrich
Wilson Lee
Financial Service Consultant
1000 followers
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About me
Mentoring new and aspiring financial advisors | Senior Group Financial Services Director
Education
.webp)
Singapore University of Social Sciences (SUSS)
-BA (Hons) Visual Communication and Business
Experience
Prudential Assurance Company Singapore
Jun 2012 - Jul 2014Financial Service ConsultantBancassurance Maybank
Tokio Marine Insurance Group
Jan 2014 - Apr 2015Financial Planning Consultant
Professional Investment Advisory Services Pte Ltd
Jun 2015 - Jun 2023Associate Financial Services Director
May 2021 - Jun 2023Senior Financial Services Manager
Jan 2020 - May 2021Financial Services Manager
Jan 2018 - Dec 2019Senior Consultant Financial Services
Jun 2015 - Dec 2017
Infinity Financial Advisory
Jul 2023 - nowSenior Group Financial Services Director
PreceptsGroup International
Jul 2024 - nowEstate & Succession Practitioner (ESP)
Licenses & Certifications
- View certificate
Estate & Succession Practitioner
PreceptsGroup InternationalJul 2024
Honors & Awards
- Awarded to Wilson LeeTop Management Award - Prestige Class Infinity Financial Advisory Pte Ltd 2023 Top Management Award 2023/2024 ($1 Million Team GR or More)Top 20 Producer Awards 2024
- Awarded to Wilson LeeMDRT Qualifying Member 2018, 2019, 2020, 2021, 2022, 2023, 2024 Million Dollar Round Table (MDRT) янв. 2018 г.
- Awarded to Wilson LeePIAS Achiever Club 2018, PIAS High Performance Club 2019, 2020, 2021, 2022 PIAS янв. 2018 г.
- Awarded to Wilson LeeGrand Summit Club 2014 Prudential / Maybank 2014 Maybank Bancassurance
- Awarded to Wilson LeeTop New Financial Service Consultant 2012 Prudential / Maybank 2012 Maybank Bancassurance
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