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
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Singapore
Financial Services
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

Associate Director of Sales
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.

Relationship Manager
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.

Sales And Marketing Manager
Connection Marketing Shd Bhd
Johor Bahru, Johore, Malaysia
ELISE EE's Contact Information
Phone
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