Jenny Lim 林佳璇 - Financial Specialist For Singapore Pr/Investors Email and Phone Number
I was serving in Malaysia financial industry for about 10 years as soon as I graduated from University. One day, my client asked me: “Jenny, I have some money generated from business abroad and is kept in Singapore. I do not have someone trusted to manage them for me. The money just sat inside the bank account and invested into various financial product recommended by bankers only. How could I get a second opinion? “ This is a turning point for me where I started to seriously consider expanding my expertise to a vibrant financial hub to serve the more sophisticated clientele. I have decided to acquire license from Monetary Authority of Singapore and chosen the “independent” route. Since then, I have been practicing as an Independent Financial Advisory Representative in Singapore for 3 years. I could provide impartial advice and service to Malaysian who has businesses abroad & Malaysian who works in Singapore and manage their Insurance and Investment Portfolio via Singapore platform. On top of that, I also specialized in Comprehensive Estate Planning Services for HNW Individual. I have assisted client’s children/heirs to go through the wealth distribution journey upon client's demise. Therefore, I am equipped with knowledge and experience to arrange the most practical and tailored-made planning for each client.My 3 years in Singapore is the right decision that I have ever made. Among the success stories: 🎯 About 70% of my clients managed to reduce 30% to 85% of their existing insurance premium commitment without jeopardizing the protection benefit🎯 About 30% of clients managed to get better protection with the same premium commitment🎯 About 80% of clients went through a detailed financial analysis and were given a report. This report gives clarity to each individual's financial status and highlights the action plans needed for future planning.🎯 1 client manage to get a global medical card while he has been rejected by all his local Insurers 🎯 Majority clients stayed invested and gained better investment return using our Financial Freedom Investment Strategy via non-market correlated investment tools during COVID pandemic period. 🎯 Many clients who wrote Will & Trust deed 9 years ago still stay with me to review & rewrite. ⭐ Being able to grow together with clients is the best gift given by this job ⭐#Independent #Singaporeifar#Singaporeinsurance#Singaporeinvestment#Insurancebudgeting#Financialfreedom#Estateplanning#Willandtrust#PPLI#Universallife#Variableuniversallife#Indexuniversallife
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Senior ConsultantFinancial Alliance Pte Ltd 2018 - PresentSingaporeKEY ACHIEVEMENT🏆 Promoted to Senior Consultant within a year. 🏆 Within 3 years, successfully helped close to 300 clients to optimize the insurance premium by paying lesser and getting much better benefits.🏆 Successfully helped clients to be able to channel more money for financial freedom planning and on track to retire at clients' preferred age. -
Senior FranchiseeRockwills Corporation Sdn Bhd 2012 - PresentFederal Territory Of Kuala Lumpur, MalaysiaKEY ACHIEVEMENT:🏆 Top 3 Rookie for 2 years consecutively 🏆 Qualifier for numerous CEO and Annual Convention Awards 🏆 Successfully helped client's children went through the complete estate distribution matters upon the their late parents' demise, including a High Net Worth client who had assets in both Malaysia and Singapore.
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Life Insurance AgentGreat Eastern 2008 - 2011
Jenny Lim 林佳璇 - Financial Specialist For Singapore Pr/Investors Education Details
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Biological And Biomedical Sciences
Frequently Asked Questions about Jenny Lim 林佳璇 - Financial Specialist For Singapore Pr/Investors
What company does Jenny Lim 林佳璇 - Financial Specialist For Singapore Pr/Investors work for?
Jenny Lim 林佳璇 - Financial Specialist For Singapore Pr/Investors works for Financial Alliance Pte Ltd
What is Jenny Lim 林佳璇 - Financial Specialist For Singapore Pr/Investors's role at the current company?
Jenny Lim 林佳璇 - Financial Specialist For Singapore Pr/Investors's current role is I assist busy working professional to manage their financial blueprint so that they have more time for family and work..
What schools did Jenny Lim 林佳璇 - Financial Specialist For Singapore Pr/Investors attend?
Jenny Lim 林佳璇 - Financial Specialist For Singapore Pr/Investors attended Universiti Putra Malaysia.
Who are Jenny Lim 林佳璇 - Financial Specialist For Singapore Pr/Investors's colleagues?
Jenny Lim 林佳璇 - Financial Specialist For Singapore Pr/Investors's colleagues are Shelby Yu, 仝国宽, Li J., Erika Lan, Max Yan, Jay Tan, Chfc®, Clu®, Jason Tian Hoi Leung.
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