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Eric Lee
Financial planner
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10Koneksi
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Eric Lee

Financial planner
理財規劃顧問 我是一位獨立財務顧問(Independent Financial Advisor),亦為CFP®持證人,同時具有保險經紀人、證券投資分析人員等金融證照。 我擁有多樣化的技能和經驗,擅長客戶關係維護、內部組織溝通和協調,以及個人理財規劃、財富傳承、法律、稅務諮詢和信託規劃等專業智識。
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Temasek Foundation
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美國紐約大學
Hong Kong Island, 香港
Hong Kong

Latar Belakang Profesional

  • Status sekarang
    Sudah bekerja
  • Profesi
    Analis Keuangan
    Analis
    Penasihat Keuangan
  • Bidang
    Venture Capital & Private Equity
    Perbankan Investasi
    Manajemen Investasi
  • Pengalaman Kerja
    Lebih dari 15 tahun (relevan Lebih dari 15 tahun)
  • Management
    Saya berpengalaman mengelola 15+ orang
  • Skil
    MySQL
    C#
    stakeholder management
    project management
    Industry Research
    service planning
    programme evaluation
    volunteer management
  • Bahasa
    English
    Menengah
    Chinese
    Bahasa ibu atau Bilingual
    Japanese
    Pemula
  • Pendidikan tertinggi
    Master

Preferensi pencarian kerja

  • Jenis pekerjaan yang diinginkan
    Full-time
    Tertarik bekerja jarak jauh
  • Jabatan pekerjaan yang diinginkan
    產品經理
  • Lokasi pekerjaan yang diinginkan
    Hong Kong
  • Bekerja lepas
    Pekerja lepas purna waktu

Pengalaman Kerja

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Financial planner

Temasek Foundation
Full-time
10/2021 - Sekarang
Singapore
Marketing Campaigns: Lead the team from ideation to deployment of campaigns across 17 Far East Malls, include 360 omni-channel and digital-only campaigns Design & Copy: Oversee, manage and approve marketing materials for in-mall communications Events: Sourcing & overseeing of on-site installation and exhibition set-up Digital - Social Media: Work with social media retainer agency from directing content angle to eventual execution; develop social media campaigns and trend-jacking content Digital - CRM: Manage and develop loyalty programme (shopFarEast) to drive acquisition, engagement and retention of members throughout the customer journey Marketing Comms Planning: Plan and execute campaign comms & content strategy with media and ad agencies to drive key metrics for awareness, engagement, and member acquisition

Edukasi

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Master (S2)
金融學
2004 - 2006
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Sarjana (S1)
International Finance
2000 - 2004

Sertifikasi dan Lisensi

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財產保險經紀人

南山人壽
Dibuat 06/2010
Tidak Ada Tanggal Kadaluwarsa
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CFP®(CERTIFIED FINANCIAL PLANNER®)

J.P. 摩根
Dibuat 09/2008
Tidak Ada Tanggal Kadaluwarsa