Alex Lee

Energizer
DISC Type : I

Director at Westwinds Offshore Services

Isle of Man

Overview

Alex Lee is a Director at Westwinds Offshore Services, an international trust and corporate management firm based in the Isle of Man. With over 25 years in the financial sector, he has deep expertise in providing fiduciary services for a global network of high-net-worth individuals.



His long-standing career, with over 19 years focused specifically on Trust and Corporate services, marks his specialized expertise.

Personality Overview

Full Of Energy

Informal

Big Picture Person

They are really good at seeing what the long-term impacts of their decisions could be.  Unlike C or D types, they are vocal with their opinions but not so much with their questions. They are always positive and upbeat, so take their promises with a pinch of salt.

Topics They Care About

Trust & Corporate Services
Possesses more than 19 years of senior-level experience in this specific field, managing complex structures for an international client base.
HNW Client Management
His career includes the full administration of companies and trusts for high-net-worth and ultra-high-net-worth individuals.
Offshore Finance
As a Director at an Isle of Man licensed fiduciary services business, he is a key figure in a major offshore financial hub. [Predicted]

Media Appearances

Alex has no verified media appearances

Work History

11-2019
Director at Westwinds Offshore Services
6-2019
Senior Client Services Manager at Westwinds Offshore Services
6-2019
Senior Client Services Manager at Westwinds Offshore Services Limited
1-2014 - 6-2019
Client Services Manager at LJ Management (IOM) Limited
11-2013 - 12-2013
Contractor-Trust Officer at Barclays Wealth-Trust

Education

Alex has no verified education history

More Information

Social Presence :

Prographics :

Exp : 24 Location : Isle of Man Job Level : Mid-senior Designation : Director at Westwinds Offshore Services
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Insights For Selling To Alex

During A Call Or A Meeting

DO's

  • Share some stories about how you you have helped people in similar positions succeed
  • Talk about their team and how your product will help them do things better and easier
  • Do some small talk, ask them how things are going on their side

DONT's

  • Don’t be too formal, focus on building comfort and trust
  • Avoid ifs and buts, don’t talk too much about the risks etc.
  • Avoid overloading them with too much detail

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Alex is

  • Relationship and rapport can play an important role, sometimes more than the other factors.
  • Will you ever get a clear answer from Alex

  • They will probably never say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Alex move?

  • They are not the quickest decision makers, their friendly attitude could be misleading.
  • Can Alex take some risk or not?

  • They can accept limited risks, ones that they think will not impact them personally.

You And Alex

Personality Compatibility


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