Wei Mun Lee

To help clients analyse their financial situation, establish their investment goals and propose an investment plan to achieve their goals with our diverse range of products and services. To advise clients in building a well diversified unit trust investment portfolio after considering their risk tolerance and time horizon. To continuously monitor and re-balance clients’ portfolios to check on their investments' potential returns. To build a trusted relationship with clients by providing ethical and professional advisory services. To continuously upgrade skills and knowledge with the aspiration of being a ‘value-creating’ consultant.

1. Administration related with Internal Audit operation in general. 2. Organize and maintain proper filing systems. 3. Assist Internal Audit personnel in coordinating Risk Management, Corporate Governance and Internal Control programmes. 4. Assist Internal Audit personnel liaise with the external auditors on any matters arising. 5. Assist Internal Audit personnel in conducting audit reviews on company operations and prepare its corresponding audit reports. 6. To work on projects which include activities of coordination and preparation of reports directed by supervisor. 7. To carry out any other duties or job function whenever instructed or directed by supervisor.