ELISE  EE

ELISE EE

Senior Director of Sales @ Manulife Singapore

About

I specialise in serving high-net-worth individuals and established professionals who are serious about building, protecting, and transferring their wealth in Singapore.With extensive experience in banking and financial institutions, I have developed deep expertise in structuring sophisticated financial solutions that go beyond basic planning. My approach is highly personalised , understanding that every client’s financial journey, family situation, and business needs are unique.My core areas of expertise:Estate & Succession Planning • Wealth Management & Investments • Asset Protection • Business Financial PlanningI work closely with clients to build a clear, strategic financial roadmap — whether it is preserving generational wealth, structuring business succession, or optimising investment portfolios for long-term growth.Specialise in working with international professionals and expatriates relocating to or based in Singapore, helping them navigate cross-border wealth complexities with confidence from estate structuring to investment planning tailored to their unique circumstances.I am a consistent recipient of the Million Dollar Round Table (MDRT) and Court of the Table (COT) awards — placing me among the top 5% of financial professionals globally. These achievements reflect not just performance, but the deep trust and long-term relationships I have built with my clients over the years.I believe true financial success is not accidental , it is planned.✨Dream It. Plan It. Achieve It ✨If you are ready to take your financial future seriously, I would love to connect. Feel free to reach out via direct message.🔗 www.manulife.com.sg/en/representative-disclaimer.html

Country

-

City

Singapore

Industry

Financial Services

Skill

Wealth Preservation Planning, Health Insurance, Life Coaching, Banking, Financial Services, Sales & Marketing, Wealth Management, Consulting, Social Media Marketing, Strategic Planning, Financial Planning, Event Planning, Sales Presentations, Business Development, Investment Banking, Portfolio Management, Marketing, Public Relations, Sales Management, Event Management

Experience

Manulife Singapore

Senior Director of Sales

Manulife Singapore

LinkedIn
2026-3 - Present · 7 mos

Singapore

Manulife Singapore

Associate Director of Sales

Manulife Singapore

LinkedIn
2021-7 - 2026-3 · 4 yrs 9 mos

Singapore

• Spearheaded financial planning initiatives for high net worth clients, enhancing their wealth management strategies. • Provide expert advice in estate planning, ensuring clients' legacies are preserved and optimized. • Developed personalized financial solutions • Collaborated with cross-functional teams to deliver comprehensive wealth advisory services.

UOB

Relationship Manager

UOB

LinkedIn
2019-5 - 2021-3 · 1 yr 11 mos

Singapore

• Managed a diverse portfolio of clients in the wealth segment, providing tailored financial solutions. • Advised clients on banking matters, including mortgages and investment strategies, enhancing their financial well-being. • Developed strong relationships with clients, resulting in a 30% increase in client retention and satisfaction.

Connection Marketing Shd Bhd

Sales And Marketing Manager

Connection Marketing Shd Bhd

2018-6 - 2019-5 · 1 yr

Johor Bahru, Johore, Malaysia

Aviva

Aviva Relationship Consultant

Aviva

LinkedIn
2017-2 - 2018-5 · 1 yr 4 mos

Singapore

OCBC

Financial Protection Specialist

OCBC

LinkedIn
2016-2 - 2017-2 · 1 yr 1 mo

Singapore

Education

Griffith College Dublin

Griffith College Dublin

LinkedIn

Accounting and Finance

2011 - 2014 · 3 yrs

ELISE EE's Contact Information

Email

******@***.com

Phone

(**) *** ****

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