Jinghan Tee
Wealth Planner at Hong Leong Assurance Berhad | WP. Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia
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Jinghan Tee is a highly accomplished Wealth Planner at Hong Leong Assurance Berhad, renowned for delivering tailored financial solutions that align with clients' unique goals and aspirations. In his current role, Jinghan leverages his extensive expertise in wealth preservation planning, fund management, and risk mitigation to help individuals and families build a secure financial future. His comprehensive approach encompasses a wide spectrum of services, including tax planning, retirement and legacy planning, will writing, and trust management, ensuring clients are well-prepared for life's uncertainties and opportunities.
Jinghan's dedication to excellence is reflected in his consistent recognition within the industry, evidenced by prestigious awards such as the MDRT (Million Dollar Round Table) for three consecutive years (2021-2023), as well as accolades like the Junior Advisor Award, National Advisor Award, and the International Dragon Award. These honors underscore his commitment to professional development, ethical standards, and delivering exceptional client service. His skills in public speaking, communication, and networking enable him to effectively educate clients on complex financial concepts, fostering trust and long-term relationships.
Beyond his technical expertise, Jinghan actively participates in industry events and philanthropic initiatives, demonstrating his passion for community engagement and social responsibility. His strategic insights and proactive approach make him a trusted advisor in wealth management, helping clients navigate the complexities of financial planning with confidence. With a focus on holistic wealth preservation and legacy building, Jinghan Tee continues to elevate his professional insights, ensuring his clients' financial well-being remains resilient amidst changing market dynamics.
Wealth Planner at Hong Leong Assurance Berhad in September 2020 to Present
Finance Consultant at Phillip Mutual Berhad in October 2021 to Present
Wealth Planner at PhillipCapital in October 2022 to Present
Unit Trust Consultant at Phillip Mutual Berhad in July 2021 to October 2021
Marketing Executive at Power Root Bhd in January 2016 to September 2019
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University of Leeds, Master of Science (MS), November 2026
University of Leeds, Bachelor of Science (BS), November 2026
HELP University, Malaysia (1+2 Credit Transfer Program), Bachelor of Science (BS), November 2026
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Financial Planning
Investment Management
Wealth Preservation Planning
Fund Management
Investments
Insurance
Psychology
Event Planning
Philanthropy
Nonprofits
Community Outreach
Team Building
Leadership
Public Speaking
Communication
Problem Solving
Fundraising
Unit Trusts
Private Retirement
Trust and Will
Offshore Investments
Networking
Organization
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Discover more about Hong Leong Assurance BerhadWhat is Jinghan Tee email address?
Email Jinghan Tee at [email protected] and [email protected]. This email is the most updated Jinghan Tee's email found in 2026.
How to contact Jinghan Tee?
To contact Jinghan Tee send an email to [email protected] or [email protected]. (updated on March 10, 2025)
What company does Jinghan Tee work for?
Jinghan Tee works for Hong Leong Assurance Berhad
What is Jinghan Tee's role at Hong Leong Assurance Berhad?
Jinghan Tee is Wealth Planner
What is Jinghan Tee's Phone Number?
Jinghan Tee's phone (**) *** *** 215
What industry does Jinghan Tee work in?
Jinghan Tee works in the Financial Services industry.
Jinghan Tee Email Addresses
Jinghan Tee Phone Numbers
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