Kristen Lim

Kristen Lim Email and Phone Number

Director at Great Eastern Financial Advisers Private Limited | Speaker | Tea lover @ Great Eastern Financial Advisers Private Limited
singapore, singapore
Kristen Lim's Location
Singapore, Singapore
About Kristen Lim

I entered the financial industry in 2008 and have since been a firm believer in being service oriented, striving to meet the needs of my clients in order to help them achieve their financial goals and happiness. With over ten years of financial advising experience, I believe that a woman can be successful at home and at work. As an Director, I am currently leading a team of enthusiastic people who prides in providing sound and progressive financial strategies while maintaining long-term relationships with their clients. I specialise in:• Financial Planning • Retirement Planning • Estate Planning I constantly aim to assist my clients build and protect their wealth. To ensure that I provide my clients a "peace of mind," I recruit my own support staff to handle administrative tasks so that I can focus on giving them the attention they require. I am dedicated to grooming individuals into future leaders who carry a nurturing heart and a passion to make a positive impact in people’s lives.Aside from my financial services practice, I enjoy Chinese tea appreciation and giving back to the community through charity works. I am looking for driven and resilient individuals to join me in this rewarding journey. Let's connect.Email: kristen.lpl@gmail.com

Kristen Lim's Current Company Details
Great Eastern Financial Advisers Private Limited

Great Eastern Financial Advisers Private Limited

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Director at Great Eastern Financial Advisers Private Limited | Speaker | Tea lover
singapore, singapore
Employees:
602
Kristen Lim Work Experience Details
  • Bni Elevate
    Founding President
    Bni Elevate Aug 2023 - Present
    Singapore
  • Great Eastern Financial Advisers Private Limited
    Director
    Great Eastern Financial Advisers Private Limited Apr 2008 - Present
    Singapore
    Chartered Financial Consultant (Masters Equivalent) | IBF Advanced Level 3 (IBFA) | Agency Management Training Course (AMTC)• Oversee and conduct training for new agents• Successfully groomed a team of MDRT agent( 50% of the whole team have achieved)• Established close relationships with clients, amassing a clientele base of about 450 • Specialised in a methodology to assist clients to achieve all their dreams and financial goals all at once• Million Dollar Round Table (MDRT) for 7 years • Achieved Court of the Table (COT) in 2020• Life member of GE Life Achievers Club (GELAC)
  • Advisors'​ Clique
    Director
    Advisors'​ Clique Apr 2008 - Present
    Singapore
    Advisors’ Clique (AC) is a group of financial consultants representing Great Eastern Financial Advisers Private Limited (GEFA). GEFA is a wholly owned subsidiary of Great Eastern Holdings Pte Ltd, a member of the OCBC Group. Founded in 2001, AC is now a group of close to 1000 financial consultants with a strong culture and unique identity.
  • Sal Advisory Pte. Ltd.
    Director
    Sal Advisory Pte. Ltd. Aug 2022 - Present
    Singapore
  • C Melchers & Co
    Marketing Executive
    C Melchers & Co Jul 2007 - Aug 2008
    Singapore
    • Managed 13 points of sales & a team of 10 promoters marketing household products• Coordinated promotional events to strengthen brand presence, resulting in 20% sales growth

Kristen Lim Skills

Leadership Management Financial Services Sales Financial Planning

Kristen Lim Education Details

  • Insurance And Financial Practitioners Association Of Singapore (Ifpas)
    Insurance And Financial Practitioners Association Of Singapore (Ifpas)
    Passed, Designated
  • Financial Planning Association Of Singapore (Fpas)
    Financial Planning Association Of Singapore (Fpas)
    Finance And Financial Management Services
  • Insurance And Financial Practitioners Association Of Singapore (Ifpas)
    Insurance And Financial Practitioners Association Of Singapore (Ifpas)
    Certified Financial Planner

Frequently Asked Questions about Kristen Lim

What company does Kristen Lim work for?

Kristen Lim works for Great Eastern Financial Advisers Private Limited

What is Kristen Lim's role at the current company?

Kristen Lim's current role is Director at Great Eastern Financial Advisers Private Limited | Speaker | Tea lover.

What schools did Kristen Lim attend?

Kristen Lim attended Insurance And Financial Practitioners Association Of Singapore (Ifpas), Financial Planning Association Of Singapore (Fpas), Insurance And Financial Practitioners Association Of Singapore (Ifpas), Singapore Institute Of Management.

What skills is Kristen Lim known for?

Kristen Lim has skills like Leadership, Management, Financial Services, Sales, Financial Planning.

Who are Kristen Lim's colleagues?

Kristen Lim's colleagues are David Maunatlala, Shaun Tan, Yeo Royston, Nick Ong, Kovasky Soo, Jeff Yaw, Natalie Tan.

Not the Kristen Lim you were looking for?

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  • Kristen Lim

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