Kian Neng Lim Email & Phone Number

Singapore

- Develops and implements financial plans for individuals and businesses, utilizing knowledge of tax and investment strategies, insurance, retirement plan and real estate- Analyzes client’s financial status, formulates financial plans based on data analysis and discusses options with clients- Helps client achieve legacy planning goals and create wealth that lasts for generations- Proposes keyman insurance and buy sell agreement funded by insurance in businesses and partnerships to ensure business continuity- Provides one-stop services for purchase of life, health and general insurance ranging from auto, maid and travel insurance to fire, professional indemnity and foreign worker’s insurance. - Follows up with client for review on a regular basis

- Perform monthly analysis of the Northern Europe and Southeast Asia regions and highlight issues to the Group CFO- Assist in the Forecast and Budget exercise, as well as ad hoc projects such as Project Financing in Panama etc

- Assist the local MD and CFO with commercial, business and finance issues- Acted as the liaison with HQ on monthly reporting queries, cost savings tracking, updates etc

- In-charge of the Financial Modeling of port projects on a Build-Operate-Transfer (BOT) basis in Morocco, India & Turkey- Evaluated company valuations proposed by sell-side bankers and directly involved in negotiations- Liaised with partners, consultants on bid parameters and submission documents- Prepared presentation slides and approval papers to Senior Management Committee and Executive Committee

Bachelor Of Science In Econs, Finance

Bachelor And Masters, Economics (Finance), Electrical Engineering