Nicholas Lee
Nicholas is a dedicated financial professional with nearly a decade of experience in the finance industry. He graduated from Singapore Management University (SMU) with a double major in Finance and Information Systems, equipping him with a strong foundation in both financial strategy and technological insight.
Biography
He began his career at a leading local bank, where he spent six years rising through the ranks to serve in the premier banking sector. There, he managed a portfolio of high-net-worth clients with an AUM of over $200 million. Nicholas specialized in legacy planning, wealth accumulation, and designing strategies for sustainable passive income. His dedication and performance earned him multiple accolades, including the Monthly Star Awards and the prestigious Solitaire Award.
Driven by a passion to do more for his clients, Nicholas made the transition to Manulife Financial Advisers. In his very first year, he achieved the Court of the Table (COT) qualification — a milestone many take years to reach. He continued to excel, attaining Double MDRT in his second year and achieving the industry’s highest honor, the Top of the Table (TOT), the following year.
Nicholas is known for his client-first approach, commitment to excellence, and a deep understanding of both financial markets and personal wealth strategies.
Practice Areas
- Wealth Management Advisory
- Estate Planning (AEPP® Certified)
- Mortgage Optimisation (SAMP Certified)
- Retirement Planning
- Passive Income Strategist
- CPF Life Maximisation Frameworks
