Daniel Lim Email & Phone Number

Perth, Western Australia, Australia

Australia

❝As Co Founder and Director, I managed the end to end operations and business strategy. This role required extensive liaison with international teachers and business development within a start-up and early adopter product phase.❞ Selected Responsibilities: BUSINESS MANAGEMENT ▪️ NETWORKING ▪️ SALES STRATEGY ♦ Future State Business Vision – Developed and implemented an end to end sales strategy and client onboarding framework to support sustainable business practices. ♦ Sales Management – Creating an active business pipeline, sourcing leads and securing new business agreements. ♦ Brand Promotion & Roadshows – Seek promotional speaking opportunities and coordinate annual roadshows with prospective clients, including attendance at industry events/forums. ♦ Client Relationship Management – As a start-up, developed extensive relationships with clients and representatives to ensure service delivery and experience were top tier and boosted referral success. ♦ Product Development – Achieved continuous improvement of the online platform through client feedback and analysed support needs to improve end product and end user experience. ♦ Sales & Marketing – Developed a suite of marketing kits and proposal documentation to support the streamlined client onboarding process. ♦ Contract & Negotiations – Created a pricing schedule and model, leading negotiations with existing and new clients to support the continued attainment of revenue goals.

❝A client driven role, I worked closely with my portfolio to understand business needs and environments and presented solutions to maximise outcomes.❞Selected Responsibilities: FINANCIAL SERVICES ▪️ COMPLIANCE ▪️ SOLUTIONS MANAGEMENT ♦ Client Portfolio Management – Built and maintained a portfolio of clients, providing advice and executing products, including FX hedging, lending and cash management. ♦ Sales Team Collaboration – Worked with a high performing sales and customer team to facilitate new business realisation and account management and deliver exceptional client experience. ♦ Strategy Development – Collaborated with customers to understand business needs and develop FX strategies, ensuring client outcomes were achieved. ♦ Stakeholder Engagement – Consulted across a full stack of stakeholders, leveraging relationships to influence senior leadership for buy-in and endorsement of proposed strategies. ♦ First Class Communication – With a focus on client-first ethos, delivered best in class client communication and relationship management. ♦ New Business Development – Originate new business, leveraging existing contacts to seek referrals, reduce client turnover and increase portfolio share. ♦ KPI Target – Successfully achieved client aligned KPI targets, including the highest retention rate, client referrals and increased revenue per client.

❝From my previous work history, I maintained a portfolio of clients and provided advice and executed strategies to realise wealth and financial targets. I prioritised exceptional customer service and the implementation of client goals and missions.❞Selected Responsibilities: BUSINESS SUPPORT ▪️ DATA INTELLIGENCE ▪️ CUSTOMER EXPERIENCE ♦ Wealth Management Strategies – Developed a portfolio of clients and successfully built a range of services and competitive strategies to generate significant client results. ♦ End to end Accountability – Appointed power of attorney and provided full discretion to manage private portfolios, creating and executing investment strategies across different investments.  Network Development – Built a network of stakeholders and third-party clients to support the development and implementation of services, including brokers, banks, lenders and other financial organisations.

❝Expanded and developed the Australian offshore market.❞Selected Responsibilities: BUSINESS SUPPORT ▪️ DATA INTELLIGENCE ▪️ CUSTOMER EXPERIENCE ♦ Market & Customer Analysis – Undertook extensive assessment and analysis of market conditions and updated clients on the economic outlook and proposed strategies. ♦ Product Development – Provided product recommendations and strategy proposals (bonds, FX, equities, investments) within each client’s risk profile and financial goals. ♦ Governance Framework – Worked within strict frameworks, ensuring strategies, advice, and solutions met legal, compliance and financial services standards. ♦ Project Coordination – Worked closely with clients in reviewing solutions for financial and philanthropic projects and providing advice in executing approved projects.

Australia

❝My role as Business Financial Planner managed a portfolio of clients and provided astute financial support and services. I worked closely with current clients to understand their business needs and goals, and to present solutions to manage investments, superannuation and retirement planning with the suite of products offered by Westpac Banking Corporation.❞Key Outcomes: ♦ Consistently achieved revenue targets for portfolio and wallet per client.

Australia

❝As Relationship Manager, I provided advice and support to clients, ensuring their positive experience with Citibank Australia.❞Key Outcomes ♦ Effective client account management.♦ Review portfolio and pro-actively engage with the clients to understand needs and present viable solutions. ♦ Facilitate product access and activation of solutions plan. ♦ Review product uptake for assigned portfolio and identify potential clients to align product/services to clients needs. ♦ Create risk profiling and financial planning strategies. ♦ Acquired new clients through referrals and successfully converted to new business.♦ Manage risk and ensure business decisions mitigate risk to the firm's reputation and safeguard clients' interests. ♦ Operate within applicable laws, rules and regulations, adhering to bank policies, applying sound ethical judgments.

Bachelor Of Economics Majored In International Business Economics

Education record