- London, City
Lee’s main day-to-day focus is working closing with his direct clients and intermediaries – independent financial advisers – to help them create and manage investment portfolios.
As a senior member of the wider investment team his other responsibilities include mentoring colleagues through their career progression – something he finds particularly rewarding. He also enjoys contributing to RBC Brewin Dolphin’s successful business development activities.
Lee began his career in financial services in 2003 as an Economics graduate working for Gerrard before joining RBC Brewin Dolphin’s London City office as investment manager in 2007. Since then, he has progressed to become first an assistant director and then a full divisional director. He is a Chartered Fellow of the Chartered Institute for Securities & Investment and has a Diploma in investment management.