Mr Lee is the Executive Director of CBP Quilvest Wealth Advisory Ltd, and founding partner of CBP Quilvest Singapore.
He holds key roles in business development, client relationship management, and strategy development at CBP Quilvest Singapore, which delivers succession planning, trust structuring and investment solutions to its clients and families.
Prior to this, he was Senior Director with Societe Generale Bank & Trust Singapore and SG Trust (Asia) Ltd from 2001 to 2010, managing client assets and trust relationships. His career in the finance industry spanned over 20 years, starting out as a Trust Officer with HSBC, covering roles in Trust Administration, Relationship Management, Team Head and some years in Equity Sales with a stockbroking company.
Mr Lee holds a Bachelor of Arts degree from the National University of Singapore, and is a member of the Society of Trust and Estates Practitioners.