Sam Lee
About Sam Lee
Sam Lee is a Junior Relationship Manager at SEI in London, with a background in investment processing and management solutions.
Company
Sam Lee is currently employed at SEI, a company headquartered in London, England, United Kingdom. SEI is known for providing outsourcing solutions tailored for wealth managers, including wealth processing services and wealth management programs. Lee has made significant contributions to the company's operations and client relationships.
Title
Sam Lee holds the position of Junior Relationship Manager at SEI. Since January 2020, Lee has been tasked with forming and maintaining partnerships with key clients. This role involves helping clients effectively utilize SEI's services to improve their operational efficiency.
Education and Expertise
Sam Lee obtained a Business Studies With Finance degree with First Class Honours from Bournemouth University, where Lee studied from 2013 to 2017. Prior to this, Lee achieved A Levels at Reigate College between 2011 and 2013 and completed GCSEs at Reigate School from 2006 to 2011. Lee’s academic background has provided a strong foundation in business and finance, which supports the role as a Junior Relationship Manager.
Professional Background
Sam Lee's professional journey includes several roles in the finance and business sectors. Prior to the current position, Lee was an Associate at SEI from 2017 to 2019. Lee also gained industry placement experience at Intelliflo Ltd from 2015 to 2016. Work experience roles at Vantage Capital Markets, Bloomberg LP, and ABN AMRO Clearing Bank N.V., as well as a lifeguard position at GLL Lifeguard from 2013 to 2015, have contributed to Lee's diverse skill set.
Client Relationship Management
Over the past three years, Sam Lee has been involved in building and maintaining client relationships at SEI. This experience includes working with the SEI Wealth Platform, which is an outsourcing solution designed for wealth managers. Lee has played a pivotal role in helping clients understand and maximize the benefits of SEI's services, significantly enhancing client efficiency and satisfaction.