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A CFA Charterholder, Chartered Accountant, Duke MBA degree-holder and CSC certification, with 10+ years of relevant working experience in investment analysis, global market equities research, institutional sales and investment counselling services. Demonstrated ability in developing valuation and financial models used to conduct fair valuation of various classes of assets. Advise high net worth clients on investment strategy, portfolio management and the creation of investment policy statements. Excellent report writing, communication, presentation and business relationship building skills. Multi-lingual - English, Mandarin Chinese, Cantonese, Hakka, Indonesian and Malay. Key Skills & Expertise: Investment analysis, equity research, asset allocation, financial modelling, financial planning, investment counselling, financial advisory, business development and relationship management.
Check out Wei Y Chee, CFA's verified LinkedIn stats (last 30 days)
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