Aaron Dylan Lim
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Aaron Dylan Lim Email & Phone Number

Personal Wealth Manager at CO Wealth Advisory Group
Location: Singapore 6 work roles 4 schools
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Current company
CO Wealth Advisory Group
Role
Personal Wealth Manager
Location
Singapore
Company size
27 employees

Who is Aaron Dylan Lim? Overview

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Quick answer

Aaron Dylan Lim is listed as Personal Wealth Manager at CO Wealth Advisory Group, a with 27 employees, based in Singapore. AeroLeads shows a matched LinkedIn profile for Aaron Dylan Lim.

Aaron Dylan Lim previously worked as MDRT at Mdrt and Personal Wealth Manager at Aia Singapore. Aaron Dylan Lim holds Bachelor Of Science, Marketing from Rmit University.

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Email format at CO Wealth Advisory Group

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CO Wealth Advisory Group

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Profile bio

About Aaron Dylan Lim

Aaron came into the world of Financial Advisory in 2017 with a simple mindset - to help with a purpose. Being able to lend a hand in value-adding and impacting people's life, is a lifestyle where he is passionate about.He is committed to protecting 10,000 families. #beMDRTOne of Aaron's key values as a practitioner, is that he loves to make financial planning as easy as ABC, recommending solutions based on the needs of his clients. This is also the main reason why his business grows by referrals, as his clients are very comfortable introducing their friends and families to him.He is always keen to meet new people; converting clients to friends - forging lasting relationships and being there for them at different walks of their life. After all, its not just about finances, it's about LIFE.“Success is no accident. It is hard work, perseverance, learning, studying, sacrifice and most of all, love of what you are doing or learning to do.” - Pele

Current workplace

Aaron Dylan Lim's current company

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CO Wealth Advisory Group
Co Wealth Advisory Group
Personal Wealth Manager
singapore, singapore
Website
coadvisory.com
Employees
27
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Company profile
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6 roles

Aaron Dylan Lim work experience

A career timeline built from the work history available for this profile.

Mdrt

Mdrt

Singapore

Personal Wealth Manager

Aia Singapore

Singapore

AIA Premier Financial ConsultantServices provided: - Complimentary comprehensive portfolio compilation and review - Comprehensive medical coverage - Banking Services- Retirement Planning - Investment Advisory - Trust and Estate Planning - Tax Savings - Commercial and General Insurance

Senior Sales And Marketing Manager

Joo Hee Transport Engineering Construction Private Limited

Consolidate and analyse clients’ profiling •Generate and negotiate sales quotation with clients•Monitor monthly, quarterly and yearly sales performance record against previous sales record•Conducting research and recommendation of strategies to the board of directors•Spearhead a team and implement strategies for the progression of the company•Delivery of communications programmes to increase brand awareness and ensuring successful delivery of the marketing plan for the… Show more Consolidate and analyse clients’ profiling •Generate and negotiate sales quotation with clients•Monitor monthly, quarterly and yearly sales performance record against previous sales record•Conducting research and recommendation of strategies to the board of directors•Spearhead a team and implement strategies for the progression of the company•Delivery of communications programmes to increase brand awareness and ensuring successful delivery of the marketing plan for the company•Monitoring of the industry markets and inform the management of the upcoming changes and/or trends and making recommendations through marketing activity to maximise new opportunities•Managing internal and external resources to ensure that all projects are delivered on time and within the budget•Liaised with clients like Agility Project Logistic, Agility Shipping, Kuehne, Nagel Pte Ltd and Halcon Primo Logistics Pte LtdAssistant Senior Logistics Operation Executive•Direct activities related to dispatching, routing, and tracking transportation vehicles from various ports to customer designated area•Conduct investigation to validate and resolve any issues from shipper and customer complaint•Promote safe working environment through attending courses such as bizSAFE to achieve quantum improvement in safety and health standard and constantly updating the risk assessment. Show less

Photographer And Stylist

Freelance

Generating sales quotation and administering client accounts•Creating personalized mood boards catered to individual clients•Conducted landscape and location analysis•Partnering with prestigious fashion houses and model agencies•Liaising with art directors and the various fashion artistes

Jan 2010 - Jan 2012

Visual Merchandiser

Skin Couture

Conduct qualitative research and through creative brainstorming to achieve concept design•Selected from array of vendors for in-store layout•Ensure a clean and visually appealing retail store•In charged of 3 store branches•Conduct monthly, quarterly and yearly budgeting•Personal shopper for selected VIP customers

Jan 2010 - Jan 2012
Team & coworkers

Colleagues at CO Wealth Advisory Group

Other employees you can reach at coadvisory.com. View company contacts for 27 employees →

CC Charis Chua Charis Chua Colleague at Co Wealth Advisory GroupSingapore View → MA Mohd Amin Amran Mohd Amin Amran Colleague at Co Wealth Advisory GroupSingapore View → ML Michelle Lim Michelle Lim Colleague at Co Wealth Advisory GroupSingapore View → EY Eva Yang Eva Yang Colleague at Co Wealth Advisory GroupSingapore View → SS Stephanie Selvarevathy Stephanie Selvarevathy Colleague at Co Wealth Advisory GroupSingapore View → JS Joel Seah Joel Seah Colleague at Co Wealth Advisory GroupSingapore View → IC Ivan Chai Ivan Chai Colleague at Co Wealth Advisory GroupSingapore View → EL Eileen Lim Eileen Lim Colleague at Co Wealth Advisory GroupSingapore View → JK Jazlyn Koh Jazlyn Koh Colleague at Co Wealth Advisory GroupSingapore View → KN Kamen Ng Kamen Ng Colleague at Co Wealth Advisory GroupSingapore View →
4 education records

Aaron Dylan Lim education

Bachelor Of Science, Marketing

Rmit University

Minor in Supply Chain Management •Appointed team leader of the group discussions

Diploma, Fashion Communication

Lasalle College Of The Arts

Specialised In: Fashion Styling Fashion Photography Videography featured for public showcase •Mural painting featured in the college

Education record

Singapore College Of Insurance
FAQ

Frequently asked questions about Aaron Dylan Lim

Quick answers generated from the profile data available on this page.

What company does Aaron Dylan Lim work for?

Aaron Dylan Lim works for CO Wealth Advisory Group.

What is Aaron Dylan Lim's role at CO Wealth Advisory Group?

Aaron Dylan Lim is listed as Personal Wealth Manager at CO Wealth Advisory Group.

Where is Aaron Dylan Lim based?

Aaron Dylan Lim is based in Singapore while working with CO Wealth Advisory Group.

What companies has Aaron Dylan Lim worked for?

Aaron Dylan Lim has worked for Co Wealth Advisory Group, Mdrt, Aia Singapore, Joo Hee Transport Engineering Construction Private Limited, and Freelance.

Who are Aaron Dylan Lim's colleagues at CO Wealth Advisory Group?

Aaron Dylan Lim's colleagues at CO Wealth Advisory Group include Charis Chua, Mohd Amin Amran, Michelle Lim, Eva Yang, and Stephanie Selvarevathy.

How can I contact Aaron Dylan Lim?

You can use AeroLeads to view verified contact signals for Aaron Dylan Lim at CO Wealth Advisory Group, including work email, phone, and LinkedIn data when available.

What schools did Aaron Dylan Lim attend?

Aaron Dylan Lim holds Bachelor Of Science, Marketing from Rmit University.

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