Eric Lim  Cfp®, Aepp®
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Eric Lim Cfp®, Aepp® Email & Phone Number

Location: Singapore 4 work roles 1 school
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Role
Financial Services Manager
Location
Singapore
Company size

Who is Eric Lim Cfp®, Aepp®? Overview

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Quick answer

Eric Lim Cfp®, Aepp® is listed as Financial Services Manager at Professional Investment Advisory Services Pte Ltd, a with 660 employees, based in Singapore. AeroLeads shows a matched LinkedIn profile for Eric Lim Cfp®, Aepp®.

Eric Lim Cfp®, Aepp® previously worked as Professional Estate Planner at Preceptsgroup International and Hon. Secretary at Financial Service Manager Association. Eric Lim Cfp®, Aepp® holds Bachelor'S Degree, Banking And Finance from University Of London.

Company email context

Email format at Professional Investment Advisory Services Pte Ltd

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Professional Investment Advisory Services Pte Ltd

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Profile bio

About Eric Lim Cfp®, Aepp®

Experienced Estate Planner with a demonstrated history of working in the financial services industry. Strong professional skilled in Portfolio Management, Business Relationship Management, Risk Management, Customer Service, and Banking.

Current workplace

Eric Lim Cfp®, Aepp®'s current company

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Professional Investment Advisory Services Pte Ltd
Professional Investment Advisory Services Pte Ltd
Financial Services Manager
singapore, singapore
Employees
660
AeroLeads page
4 roles

Eric Lim Cfp®, Aepp® work experience

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

Financial Services Manager

Current

A testimony to the strength of our business, efforts of our professionals and most importantly the trust that you have placed with us.Top Financial Advisory Firm in Life & Health Awarded by Aviva Ltd. Year 2012 – 2018Top Assets Under Advice (AUA) FA Firm in Singapore Awarded by iFAST Financial Pte Ltd. Year 2013 – 2018Top Financial Advisory Firm Awarded by Manulife (Singapore) Pte Ltd. Year 2012 – 2015, 2017 – 2018Financial Advisory Firm of The Year Awarded by NTUC Income Insurance Cooperative Limited. Year 2011, 2013 – 2018Top FA Partnership Award Winner in Life Insurance Awarded by Tokio Marine Life Insurance Singapore. Year 2013, 2015 – 2018Fast Moving Companies Award Awarded by SME 100. Year 2017

Jan 2014 - Present

Professional Estate Planner

PreceptsGroup International (previously known as Rockwills Singapore Group of Companies) is an established full-fledged estate and succession planning service provider, covering wills, trusts, estate administration, corporate services and education. Headquartered in Singapore and as a pioneer in providing estate and succession planning services in the region, clients are served by a team of over 600 Estate and Succession Practitioners. We are dedicated to provide comprehensive planning and solutions for wealth distribution, wealth succession, estate administration for families and businesses.Since 2008, PreceptsGroup has grown tremendously in experience and achievements as an Estate Planning Group. It has established a strong and solid foundation specifically in the areas of Succession, Distribution and Management of Wealth.Having build a reputation of reliability, it continues to stand firmly as one of the largest in the industry within the Asian region. It has a track record of writing more than 12000 Wills, and currently holds more than 6000 Executor and Trustee appointments.Together with the related business units within the PreceptsGroup, we provide end-to-end estate planning services covering.

Hon. Secretary

Financial Service Manager Association
Apr 2011 - Nov 2013

District Manager

Hsbc Life Insurance Company Limited
Aug 2001 - Oct 2013
Team & coworkers

Colleagues at Professional Investment Advisory Services Pte Ltd

Other employees you can reach at proinvest.com.sg. View company contacts for 660 employees →

1 education record

Eric Lim Cfp®, Aepp® education

FAQ

Frequently asked questions about Eric Lim Cfp®, Aepp®

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

What company does Eric Lim Cfp®, Aepp® work for?

Eric Lim Cfp®, Aepp® works for Professional Investment Advisory Services Pte Ltd.

What is Eric Lim Cfp®, Aepp®'s role at Professional Investment Advisory Services Pte Ltd?

Eric Lim Cfp®, Aepp® is listed as Financial Services Manager at Professional Investment Advisory Services Pte Ltd.

Where is Eric Lim Cfp®, Aepp® based?

Eric Lim Cfp®, Aepp® is based in Singapore while working with Professional Investment Advisory Services Pte Ltd.

What companies has Eric Lim Cfp®, Aepp® worked for?

Eric Lim Cfp®, Aepp® has worked for Professional Investment Advisory Services Pte Ltd, Preceptsgroup International, Financial Service Manager Association, and Hsbc Life Insurance Company Limited.

Who are Eric Lim Cfp®, Aepp®'s colleagues at Professional Investment Advisory Services Pte Ltd?

Eric Lim Cfp®, Aepp®'s colleagues at Professional Investment Advisory Services Pte Ltd include Zack Tan, Dennis L. Cfp®, Christy Yin, Kenneth Ng, and David Prasert Tang, Cfp®.

How can I contact Eric Lim Cfp®, Aepp®?

You can use AeroLeads to view verified contact signals for Eric Lim Cfp®, Aepp® at Professional Investment Advisory Services Pte Ltd, including work email, phone, and LinkedIn data when available.

What schools did Eric Lim Cfp®, Aepp® attend?

Eric Lim Cfp®, Aepp® holds Bachelor'S Degree, Banking And Finance from University Of London.

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