Title : Financial Services Consultant
Year Joined : 2019
Years of Experience : < 5 years
Education : Pursuing Degree in Business Administration
Specializations : Financial-Planning
Hobbies : Reading, Surfing the Net
Title : Financial Services Consultant

Vincent Lee

Financial Services Consultant

“A real friend is one who walks in when the rest of the world walks out.”
Walter Winchell

Vincent’s Story

After my ORD, I was doing part time sales in Grab till I received a call for an interview as a Financial Advisor. I am always keen to do sales as the remuneration is pegged to the results. However, doing insurance sales has never come to my mind. I was intrigued by the financial services business after the first session in Win Financial’s Office. I am a person who values friendship a lot and being an FSC allows me to build relationships through sound advice and customer servicing. I like the fact that once a client is sealed, he is a client for life. It took a while for me to clear my licensing papers and I was glad my manager Junxiong never gave up on me. I enjoy learning new things through reading and surfing the net.

Read More About What Others Have To Say About Vincent

“Vincent is a person whom I trust and believe in. You can count on him to say ‘Yes’ to you whenever you need help. An advisor needs to always care for their clients and I am relieved to have Vincent to help me with my financial planning.”
-Wayne Yeung, National Serviceman

“As a fresh graduate who just stepped into the workforce, Vincent is a timely help for me. I benefitted from his advice and felt comfortable to have him assist me in my insurance matters. Vincent will be the one friend that I treasure to walk alongside with me through thick and thin.”
-Michael Chan, Sales Agent