Joshua Lim Email & Phone Number

Singapore

Singapore

Singapore

Focus on building personalized financial portfolios to accustom to your needs.- Retirement Planning- Property Planning- Investments with Mutual & Index Funds- Cashflow Planning- Risk Management Planning- Recruiting- Coaching New Advisers- Grooming Existing AdvisersMain responsibility as a Director is to groom & monitor my Unit Managers that they able to guide & specially craft unique training programs to meet the developmental needs of all their Financial Advisers. Programs include financial planning, soft skills, effective cross sell and up sell, selling skills and sales concepts. I also give 1 to 1 leadership training to effectively allow my managers to be better leaders & not just a boss of their teams. I supervise & monitor my entire cluster very closely with the focus of improving the cluster's sales activity ratio & case count.Take your first step towards financial freedom.

No. 9 North Buona Vista #18-01/06 The Metropolis Office Tower 1

Focus on building personalized financial portfolios to accustom to your needs.- Retirement Planning- Property Planning- Investments with Mutual & Index Funds- Cashflow Planning- Risk Management Planning- Recruiting- Coaching New Advisers- Grooming Existing AdvisersMain responsibility as a cluster manager is to groom & monitor my Agency Development Managers that they able to guide & plan the training programs to meet the developmental needs of all their Financial Advisers. Programs include financial planning, soft skills, effective cross sell and up sell, selling skills and sales concepts. I also give 1 to 1 leadership training to effectively allow my managers to be better leaders & not just a boss of their teams. I supervise & monitor my entire cluster very closely with the focus of improving the cluster's sales activity ratio & case count.Take your first step towards financial freedom.

No. 9 North Buona Vista Drive #18-01/06 The Metropolis Office Tower 1

Focus on building personalized financial portfolios to accustom to your needs.- Retirement Planning- Property Planning- Investments with Mutual & Index Funds- Cashflow Planning- Risk Management Planning- Recruiting- Coaching New Advisers- Grooming Existing AdvisersMain responsibility is to plan the training programs to meet the developmental needs of different Financial Advisers. Programs include financial planning, soft skills, effective cross sell and up sell, selling skills and sales concepts. I supervise & monitor my team very closely with the focus of improving the team's sales activity ratio & case count.Take your first step towards financial freedom.

No. 9 North Buona Vista Drive #18-01/06 The Metropolis Office Tower 1

Focus on building personalized financial portfolios to accustom to your needs.- Retirement Planning- Property Planning- Investments with Mutual & Index Funds- Cashflow Planning- Risk Management PlanningMain responsibility is to design, develop and deliver training programs to kick start the professional development of agents. I develop induction training programs to ensure new agents meet both sales and technical competency standards In terms of delivery, I train new agents on all aspect of financial planning, from product knowledge, sales advisory process to sales training and soft skills necessary to succeed.

No.9 North Buona Vista Drive #18-01/06 The Metropolis Office Tower 1

Focus on building personalized financial portfolios to accustom to your needs.- Retirement Planning- Property Planning- Investments with Mutual & Index Funds- Cashflow Planning- Risk Management Planning• Expertise in conducting needs-based analyses for clients, and recommending solutions accordingly for risk management, wealth accumulation, and wealth preservation needs.• Reviewing and providing advice on existing portfolios of clients.• Providing corporate solutions for companies' employee benefits.Take your first step towards financial freedom.