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Professional finance client-focused associate with over 3 years in relationship management, solutions consultation, and operational support. Skilled at educating clients on portfolio optimization, securing new business opportunities, adhering to compliance, and training small teams. With a strong consultative approach to clients and colleagues, I am eager to contribute my transferable skills to new challenges across various industries and apply my proficiency in both English and Mandarin to connect with diverse stakeholders.

Sean Lee’s posts