Lance Wei

Wealth Management (client Services Officer) Am1 at Philippine National Bank

Lance Wei is a finance and management professional with extensive experience in wealth management, human resources, and entrepreneurial ventures. Currently serving as a Client Services Officer AM1 at Philippine National Bank, Lance provides investment advisory and asset allocation services to high-net-worth individuals. Additionally, Lance is involved in a leadership development program as a Senior Specialist at the bank and has previously held positions such as Human Resources Manager at DC Infinity and Lead Generation Specialist at Direc Business Technologies, Inc. Lance has also gained experience in sales as a Commission Sales Associate at Phil-One Extreme International Corporation and as an owner of FreshKicksPh, a startup business. Educational qualifications include a Bachelor of Arts in Political Science and Government from De La Salle University, complemented by a high school diploma from Saint Jude Catholic School.

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Philippine National Bank

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Philippine National Bank (the Bank) provides a range of banking and financial services to corporate, middle-market, small and medium enterprises, and retail customers, among others. The Bank's segments include Retail Banking, which handles individual customer's deposits, and provides consumer type loans, credit card facilities and fund transfer facilities; Corporate Banking, which handles loans and other credit facilities, and deposit accounts for corporate and institutional customers; Treasury, which provides money market, trading and treasury services, as well as the management of its funding operations, and Other Segments, which include insurance, leasing, remittances and other support services. The Bank's commercial banking activities include deposit-taking, lending, trade financing, foreign exchange dealings, bills discounting, fund transfers/remittance servicing, asset management, treasury operations, trust services, retail banking and other related financial services.


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Headquarters

Pasay, Philippines

Employees

5,001-10,000

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