Alvin Lim

Alvin Lim Email and Phone Number

Financial Adviser @ Life Planning Associates | Financial Planning @ Life Planning Associates Pte Ltd
Alvin Lim's Location
Singapore, Singapore
About Alvin Lim

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.

Alvin Lim's Current Company Details
Life Planning Associates Pte Ltd

Life Planning Associates Pte Ltd

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Financial Adviser @ Life Planning Associates | Financial Planning
Alvin Lim Work Experience Details
  • Life Planning Associates Pte Ltd
    Financial Advisor
    Life 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.
  • Ocbc Bank
    Personal Financial Consultant
    Ocbc 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.
  • Hsbc Private Banking
    Admin Assistant
    Hsbc 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    • Implemented a record management project for efficient retrieval and organization of historical documents.• Assisted in contract management by filing, recording, and maintaining service level agreements (SLAs).
  • Citi
    Intern
    Citi Dec 2010 - Feb 2011

Alvin Lim Education Details

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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