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Alvin Lim Email & Phone Number
Business Analyst and Growth Strategist
at
Life Planning Associates Pte Ltd
LinkedIn matched
✓ Verified August 2026
3 data sources
Profile completeness 86%
Current company
Role
Business Analyst and Growth Strategist
Location
Singapore
Who is Alvin Lim? Overview
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Quick answer
Alvin Lim is listed as Business Analyst and Growth Strategist at Life Planning Associates Pte Ltd, based in Singapore. AeroLeads shows a matched LinkedIn profile for Alvin Lim.
Alvin Lim previously worked as Financial Advisor at Life Planning Associates Pte Ltd and Personal Financial Consultant at Ocbc Bank. Alvin Lim holds Accounting And Finance, Accounting And Finance from University Of London International Programmes.
Company email context
Email format at Life Planning Associates Pte Ltd
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Life Planning Associates Pte Ltd
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Profile bio
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.
Current workplace
Alvin Lim's current company
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Life Planning Associates Pte Ltd
Website
AeroLeads page
5 roles
Alvin Lim work experience
A career timeline built from the work history available for this profile.
Financial Advisor
• 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 Consultant
• 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.
Sep 2015 - Oct 2016
Admin Assistant
• 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).
Jun 2014 - Aug 2014
Intern
Dec 2010 - Feb 2011
2 education records
Alvin Lim education
Accounting And Finance, Accounting And Finance
University Of London International Programmes
Diploma In Banking And Financial Services, Banking And Financial Support Services
FAQ
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Quick answers generated from the profile data available on this page.
What company does Alvin Lim work for?
Alvin Lim works for Life Planning Associates Pte Ltd.
What is Alvin Lim's role at Life Planning Associates Pte Ltd?
Alvin Lim is listed as Business Analyst and Growth Strategist at Life Planning Associates Pte Ltd.
Where is Alvin Lim based?
Alvin Lim is based in Singapore while working with Life Planning Associates Pte Ltd.
What companies has Alvin Lim worked for?
Alvin Lim has worked for Life Planning Associates Pte Ltd, Ocbc Bank, Hsbc Private Banking, and Citi.
How can I contact Alvin Lim?
You can use AeroLeads to view verified contact signals for Alvin Lim at Life Planning Associates Pte Ltd, including work email, phone, and LinkedIn data when available.
What schools did Alvin Lim attend?
Alvin Lim holds Accounting And Finance, Accounting And Finance from University Of London International Programmes.
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