Wealth Manager
CurrentMy job require me to provide advisory to both HNW and retail clients in terms of retirement plans, wealth accumulation solutions, investments, financial planning, protections, legacy planning and will planning.
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Lim Christopher is listed as Wealth Manager at Summit Planners Pte Ltd, a company with 160 employees, based in Singapore, Singapore, Singapore. AeroLeads shows a matched LinkedIn profile for Lim Christopher.
Lim Christopher previously worked as Wealth Manager at Phillip Capital Inc. and VP (Investment) at Sgx Mainboard Listed Company. Lim Christopher holds Bachelor Of Built Environment, Industrial And Product Design, Gpa 5.5 from Qut (Queensland University Of Technology).
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🚀 With over 20 years of experience across various facets of the financial industry, culminating in achieving MDRT status in just one year, I'm dedicated to delivering unparalleled service and results, underscoring my commitment to excellence in wealth management.💼 Specializing in serving High Net Worth (HNW) clients, I recognize that wealth encompasses dreams, values, and lasting impact. My philosophy centers on the belief that true wealth transcends financial assets, embracing the enduring legacy one leaves behind.🔑 As a steward of my clients' legacies, I provide bespoke wealth management solutions, from intricate estate planning to intergenerational wealth transfer, always guided by empathy, integrity, and a relentless commitment to long-term success.💬 Beyond financial expertise, I prioritize building deep, meaningful connections with clients founded on trust, transparency, and mutual respect. Understanding their values and aspirations empowers informed decisions that align with their vision for the future.📚 Committed to ongoing learning and innovation, I remain at the forefront of industry trends, ensuring clients benefit from the latest strategies. My goal is to safeguard wealth and cultivate legacies that transcend generations, leaving an indelible mark on the world.感谢我所遇到的每一个人,因为他们将我引领到了这个位置。Let's embark on a journey together to unlock your wealth's full potential and create a legacy that stands the test of time.
Listed skills include Private Equity, Industry Analysis, Strategic Negotiations, Financial Modeling, and 22 others.
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Singapore
My job require me to provide advisory to both HNW and retail clients in terms of retirement plans, wealth accumulation solutions, investments, financial planning, protections, legacy planning and will planning.
Singapore
Other employees you can reach at summitplanners.com. View company contacts for 160 employees →
Victor Khoo Swee Hee
Colleague at Summit Planners Pte LtdSingapore, Singapore
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Boon Hock
Colleague at Summit Planners Pte LtdSingapore, Singapore
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Shane Ang
Colleague at Summit Planners Pte LtdSingapore, Singapore
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Hannah Leong
Colleague at Summit Planners Pte LtdSingapore, Singapore
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Esther Qiu
Colleague at Summit Planners Pte LtdSingapore, Singapore, Singapore
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Jeremy Chew
Colleague at Summit Planners Pte LtdSingapore, Singapore
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Zon Ong
Colleague at Summit Planners Pte LtdSingapore, Singapore, Singapore
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Leonard Lim
Colleague at Summit Planners Pte LtdSingapore, Singapore
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Lee Kang
Colleague at Summit Planners Pte LtdSingapore, Singapore
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SA
Sri Abirami
Colleague at Summit Planners Pte LtdSingapore, Singapore, Singapore
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Quick answers generated from the profile data available on this page.
Lim Christopher works for Summit Planners Pte Ltd.
Lim Christopher is listed as Wealth Manager at Summit Planners Pte Ltd.
Lim Christopher is based in Singapore, Singapore, Singapore while working with Summit Planners Pte Ltd.
Lim Christopher has worked for Summit Planners Pte Ltd, Phillip Capital Inc., and Sgx Mainboard Listed Company.
Lim Christopher's colleagues at Summit Planners Pte Ltd include Victor Khoo Swee Hee, Boon Hock, Shane Ang, Hannah Leong, and Esther Qiu.
You can use AeroLeads to view verified contact signals for Lim Christopher at Summit Planners Pte Ltd, including work email, phone, and LinkedIn data when available.
Lim Christopher holds Bachelor Of Built Environment, Industrial And Product Design, Gpa 5.5 from Qut (Queensland University Of Technology).
Lim Christopher is listed with skills including Private Equity, Industry Analysis, Strategic Negotiations, Financial Modeling, International Business Development, Fundraising, Presentations, and Equity Research.
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