Cecilia Lee
About Cecilia Lee
Cecilia Lee serves as the Executive Director and Head of Client Development at UBS Wealth Management in Hong Kong, a position she has held since 2014. With extensive experience in financial services, she has previously worked in various roles at Merrill Lynch and Bank of America Merrill Lynch, focusing on sales, product development, and client relationships across the Asia-Pacific region.
Current Role at UBS Wealth Management
Cecilia Lee serves as the Executive Director and Head of Client Development at UBS Wealth Management. She has held this position since 2014, contributing to the firm's operations in Hong Kong for a decade. In this role, she focuses on enhancing client relationships and driving business growth within the wealth management sector.
Previous Experience in Financial Services
Prior to her current role, Cecilia Lee held various positions at Merrill Lynch and Bank of America Merrill Lynch. She was the Director of Product Development for Asia at Bank of America Merrill Lynch from 2010 to 2011. At Merrill Lynch, she served as Vice President of Asian US Complex Sales Manager from 2000 to 2003, and later as Director of Asia Pacific Regional Sales from 2003 to 2007. Additionally, she worked in the Managed Products Group from 2007 to 2009.
Expertise in Sales and Marketing
Cecilia Lee has a strong focus on leading marketing, sales, product development, and distribution within the Asian market. Her extensive experience in these areas has equipped her with the skills necessary to manage revenue targets effectively, even during volatile economic conditions. She has demonstrated a proven ability to navigate complex market dynamics.
Collaboration and Partnership Skills
Cecilia Lee possesses strong partnership skills, enabling her to collaborate effectively across various departments. Her experience includes working closely with market executives, relationship managers, product teams, compliance, middle office, and client servicing. This collaborative approach has been essential in driving successful outcomes in her roles.
Early Career at UBS and Merrill Lynch
Cecilia Lee began her career in financial services at UBS Wealth Management as a Client Relationship Manager from 1993 to 1995. She later joined Merrill Lynch as an AVP Regional Managed Product Specialist and Financial Consultant from 1995 to 2000 in Singapore. These early roles laid the foundation for her extensive career in the industry.