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

With 20 years of experience in personal finance and wealth management, I also specialize in Estate planning and is a qualified Will Writer. at Professional Investment Advisory Services Pte Ltd
Location: Singapore, Singapore, Singapore 4 work roles 1 school
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Role
With 20 years of experience in personal finance and wealth management, I also specialize in Estate planning and is a qualified Will Writer.
Location
Singapore, Singapore, Singapore
Company size

Who is Eric Lim Cfp®, Aepp®? Overview

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Quick answer

Eric Lim Cfp®, Aepp® is listed as With 20 years of experience in personal finance and wealth management, I also specialize in Estate planning and is a qualified Will Writer. at Professional Investment Advisory Services Pte Ltd, a company with 660 employees, based in Singapore, Singapore, Singapore. AeroLeads shows a matched LinkedIn profile for Eric Lim Cfp®, Aepp®.

Eric Lim Cfp®, Aepp® previously worked as Financial Services Manager at Professional Investment Advisory Services Pte Ltd and Professional Estate Planner at Preceptsgroup International. Eric Lim Cfp®, Aepp® holds Bachelor'S Degree, Banking And Finance from University Of London.

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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
With 20 years of experience in personal finance and wealth management, I also specialize in Estate planning and is a qualified Will Writer.
singapore, singapore
Employees
660
AeroLeads page
4 roles

Eric Lim Cfp®, Aepp® work experience

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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.

Jan 2014 - Present

Professional Estate Planner

Current

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.

Jan 2008 - Present

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®

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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 With 20 years of experience in personal finance and wealth management, I also specialize in Estate planning and is a qualified Will Writer. at Professional Investment Advisory Services Pte Ltd.

Where is Eric Lim Cfp®, Aepp® based?

Eric Lim Cfp®, Aepp® is based in Singapore, Singapore, 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 Joleen Tay, Apelles Poh, Michelle Chin, Tatiana Low, and Francis Lee.

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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