About Ann Lee:
- Four years experience across two global Financial Service multinationals - Aviva and HSBC.
- Passionate service provider with enthusiastic for the ongoing success of the workplace.
- Proven to provide honest service with a personal touch.
- Adaptable and able to build success in complex, fast paced environments. Builds success around rapidly expanding referral network from satisfied customers.
- Quick self-learner across IT systems, processes and working with different people.
I have strong experience of both the corporate world via some of the world biggest Financial Services MNCs, as well as several years in well known and celebrated service businesses such as Singapore Airlines and Michelin starred restaurants. I’m driven, energetic and looking for my next challenge!
Experience
- Four years experience across two global Financial Service multinationals - Aviva and HSBC.
- Passionate service provider with enthusiastic for the ongoing success of the workplace.
- Proven to provide honest service with a personal touch.
- Adaptable and able to build success in complex, fast paced environments. Builds success around rapidly expanding referral network from satisfied customers.
- Quick self-learner across IT systems, processes and working with different people.
I have strong experience of both the corporate world via some of the world biggest Financial Services MNCs, as well as several years in well known and celebrated service businesses such as Singapore Airlines and Michelin starred restaurants. I’m driven, energetic and looking for my next challenge!
Education
Henley&Partners
Client Advisor Jan 2023 - Present
Henley & Partners is the global leader in residence and citizenship planning. Each year, hundreds of wealthy individuals and their advisors rely on our expertise and experience in this area. The firm’s highly qualified professionals work together as one team in over 35 offices worldwide.
The firm also runs a leading government advisory practice that has raised more than USD 10 billion in foreign direct investment. Trusted by governments, the firm has been involved in strategic consulting and in the design, set-up, and operation of the world’s most successful residence and citizenship programs.
As a Client Advisor I’m dedicated to HNWIs and UHNWIs, their families, entrepreneurs, investors and advisors invest in a quality government approved Citizenship by Investment (CBI) and Residency by Investment (RBI) program.
Assisting clients with making the right considerations by presenting the most suitable solutions.
Collaborate with Client Relationship Managers to provide a world-class client experience during the entire sales journey.
Representing the firm at industry events and conferences.
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