Kristen Lim Email & Phone Number
Who is Kristen Lim? Overview
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Kristen Lim is listed as Director at Great Eastern Financial Advisers Private Limited | Speaker | Tea lover at Great Eastern Financial Advisers Private Limited, a with 602 employees, based in Singapore. AeroLeads shows a matched LinkedIn profile for Kristen Lim.
Kristen Lim previously worked as Founding President at Bni Elevate and Director at Great Eastern Financial Advisers Private Limited. Kristen Lim holds Chartered Financial Consultant (Chfc/S), Finance And Financial Management Services, Passed, Designated from Insurance And Financial Practitioners Association Of Singapore (Ifpas).
Email format at Great Eastern Financial Advisers Private Limited
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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
Listed skills include Leadership, Management, Financial Services, Sales, and 1 others.
Kristen Lim's current company
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Kristen Lim work experience
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Director
CurrentChartered 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)
Director
CurrentAdvisors’ 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.
Director
Current
Marketing Executive
• 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
Colleagues at Great Eastern Financial Advisers Private Limited
Other employees you can reach at greateasternfa.com.sg. View company contacts for 602 employees →
Jeff Yaw
Colleague at Great Eastern Financial Advisers Private LimitedSingapore
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SK
Simon Kuok Chin Teo
Colleague at Great Eastern Financial Advisers Private LimitedSingapore
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GP
Gladys Phua
Colleague at Great Eastern Financial Advisers Private LimitedSingapore
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EL
Enoch Lin
Colleague at Great Eastern Financial Advisers Private LimitedSingapore
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HZ
Han Zhengjie
Colleague at Great Eastern Financial Advisers Private LimitedSingapore
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BG
Billy Goh
Colleague at Great Eastern Financial Advisers Private LimitedSingapore
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GO
Genevieve Ong
Colleague at Great Eastern Financial Advisers Private LimitedSingapore
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JL
Jerome Lim
Colleague at Great Eastern Financial Advisers Private LimitedSingapore
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TW
Tan Wei Ling
Colleague at Great Eastern Financial Advisers Private LimitedSingapore
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LY
Loh Yeen Shong Chfc®/S
Colleague at Great Eastern Financial Advisers Private LimitedSingapore
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Kristen Lim education
Chartered Financial Consultant (Chfc/S), Finance And Financial Management Services, Passed, Designated
Business Succession Planning, Finance And Financial Management Services
Certified Financial Planner
Bachelor Of Business Administration (B.B.A.), Business/Commerce, General
Frequently asked questions about Kristen Lim
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What company does Kristen Lim work for?
Kristen Lim works for Great Eastern Financial Advisers Private Limited.
What is Kristen Lim's role at Great Eastern Financial Advisers Private Limited?
Kristen Lim is listed as Director at Great Eastern Financial Advisers Private Limited | Speaker | Tea lover at Great Eastern Financial Advisers Private Limited.
Where is Kristen Lim based?
Kristen Lim is based in Singapore while working with Great Eastern Financial Advisers Private Limited.
What companies has Kristen Lim worked for?
Kristen Lim has worked for Bni Elevate, Great Eastern Financial Advisers Private Limited, Advisors' Clique, Sal Advisory Pte. Ltd., and C Melchers & Co.
Who are Kristen Lim's colleagues at Great Eastern Financial Advisers Private Limited?
Kristen Lim's colleagues at Great Eastern Financial Advisers Private Limited include Jeff Yaw, Simon Kuok Chin Teo, Gladys Phua, Enoch Lin, and Han Zhengjie.
How can I contact Kristen Lim?
You can use AeroLeads to view verified contact signals for Kristen Lim at Great Eastern Financial Advisers Private Limited, including work email, phone, and LinkedIn data when available.
What schools did Kristen Lim attend?
Kristen Lim holds Chartered Financial Consultant (Chfc/S), Finance And Financial Management Services, Passed, Designated from Insurance And Financial Practitioners Association Of Singapore (Ifpas).
What skills is Kristen Lim known for?
Kristen Lim is listed with skills including Leadership, Management, Financial Services, Sales, and Financial Planning.
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