Alvin Lim Email and Phone Number
With a strong foundation in strategic financial planning and client onboarding efficiency, my role at Life Planning Associates Pte Ltd centers on constructing tailored financial roadmaps for our clients. Our team's effectiveness in market analysis and product evaluations underpins our ability to offer retirement, investment, and estate planning advice that aligns with individual goals and legacies.Beyond the technical aspects, fostering trust and building enduring client relationships are cornerstones of my professional ethos. The dedication to our clients’ financial empowerment is mirrored in our company's mission, and together, we navigate the complexities of financial landscapes, ensuring solutions that not only meet but exceed their aspirations.
Life Planning Associates Pte Ltd
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Financial AdvisorLife Planning Associates Pte Ltd Nov 2016 - Present• Developed personalized financial plans for clients focusing on retirement planning, investment strategies, risk management, estate planning and legacy planning.• Conducted in-depth financial analysis, market research, and product evaluations to support client needs.• Streamlined client onboarding process, increasing efficiency in documentation and recommendations. -
Personal Financial ConsultantOcbc Bank Sep 2015 - Oct 2016• Assisted customers with account opening, loans, mortgages, credit cards, investments, and servicing needs.• Provided financial advisory on wealth and protection solutions to achieve customers' goals.• Achieved and exceeded sales targets through strategic promotion and effective cross-selling. -
Admin AssistantHsbc Private Banking Jun 2014 - Aug 2014• Implemented a record management project for efficient retrieval and organization of historical documents.• Assisted in contract management by filing, recording, and maintaining service level agreements (SLAs). -
InternCiti Dec 2010 - Feb 2011
Alvin Lim Education Details
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University Of London International ProgrammesAccounting And Finance -
Banking And Financial Support Services
Frequently Asked Questions about Alvin Lim
What company does Alvin Lim work for?
Alvin Lim works for Life Planning Associates Pte Ltd
What is Alvin Lim's role at the current company?
Alvin Lim's current role is Financial Adviser @ Life Planning Associates | Financial Planning.
What schools did Alvin Lim attend?
Alvin Lim attended University Of London International Programmes, Singapore Polytechnic.
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