Ms. See Lean Hwa is one of the directors in UBC. She is a Registered Financial Planner (RFP) and a Life Planning Advisor (LPA) from Great Eastern Life Assurance. She joined the financial industry since 2004 and currently is a senior consultant providing holistic financial services to the clients from Risk Management Planning, Investment Planning and Estate Planning perspective. She is also a Unit Trust Consultant from Public Mutual. She currently is heading the Investment and Estate Planning Divisions at UBC.
Prior to joining UBC as a consultant, Lean Hwa worked in a world renowned multi-national company for 8 years. This working experience has helped to develop her leadership and customer service skill which form a major element in her current financial consultancy businesses.
Lean Hwa believes in meeting the clients’ needs with a consultative approach is always the top priority instead of product pushing. She values the long term relationship building with clients rather than transactional relationship. By having this “Needs Based Approach”, her clients will always feel comfortable and confident that the services rendered is per their needs.