Kevin Lee is a seasoned professional with extensive experience in investment advisory and private wealth management, currently serving as Associate Director and Investment Counsellor at CIMB since May 2013. Prior roles include Senior Vice President at MoneySave (M) Sdn. Bhd., where Kevin was involved in Peer-to-Peer financing, and Head of Private Wealth at Bill Morrisons Wealth Management, focusing on bespoke financial solutions. Previous positions at JLT Asia and HSBC Retail Banking and Wealth Management further enhanced Kevin's expertise in risk management and investment services. Early career experiences include roles at CIMB-Principal Asset Management, Pacific Mutual Fund Bhd, and John Hancock Life Insurance, showcasing a strong foundation in financial product management and investment research. Kevin is currently pursuing a Bachelor's degree in Management Studies from the University of London.
This person is not in the org chart
This person is not in any teams
This person is not in any offices