Charles Lee, Cfa
About Charles Lee, Cfa
Charles Lee, CFA, serves as the Director of Portfolio Advisory & Sales at UBS in Hong Kong SAR, a position he has held since 2020. He has a diverse background in finance, having previously worked at notable institutions such as J.P. Morgan, Allianz Global Investors, and Rabobank International.
Current Role at UBS
Charles Lee serves as the Director of Portfolio Advisory & Sales at UBS, a position he has held since 2020. Based in Hong Kong SAR, he focuses on providing strategic advisory services and sales support for portfolio management. His role involves working closely with clients to understand their investment needs and delivering tailored solutions.
Previous Experience at Rabobank International
Before joining UBS, Charles Lee worked at Rabobank International as a Middle Office Assistant in Global Finance Markets. His tenure lasted for five months in 2009, where he gained experience in supporting financial operations and contributing to market analysis.
Professional Background at Allianz Global Investors
Charles Lee was employed at Allianz Global Investors as a Fund Operations Officer from 2010 to 2011. During this nine-month period, he was involved in managing fund operations, ensuring compliance, and supporting the investment team in their activities.
Experience at J.P. Morgan
From 2013 to 2020, Charles Lee worked at J.P. Morgan as a Client Advisor in the Private Bank sector. Over seven years, he provided personalized financial advice and investment strategies to high-net-worth clients, enhancing their portfolio performance and client satisfaction.
Education and Qualifications
Charles Lee holds a Bachelor of Business Administration (BBA) in Marketing from The Hong Kong University of Science and Technology, where he studied from 2006 to 2009. He furthered his education at Cass Business School, earning a Master of Science (MSc) in Finance with a specialization in Investments from 2011 to 2012. Additionally, he attended the International Summer School at the University of Cambridge in 2009.