Shiyun Sarah Lim (Business And Family Wealth Estate Planner)
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Shiyun Sarah Lim (Business And Family Wealth Estate Planner) Email & Phone Number

Assistant Vice President at Dunn & Partners- Summit Planners, a branch representing Manulife Financial Advis
Location: Singapore, Singapore, Singapore 9 work roles 3 schools
1 work email found @yahoo.com.sg LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email l****@yahoo.com.sg
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Current company
Dunn & Partners- Summit Planners, a branch representing Manulife Financial Advis
Role
Assistant Vice President
Location
Singapore, Singapore, Singapore
Company size
530 employees

Who is Shiyun Sarah Lim (Business And Family Wealth Estate Planner)? Overview

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Quick answer

Shiyun Sarah Lim (Business And Family Wealth Estate Planner) is listed as Assistant Vice President at Dunn & Partners- Summit Planners, a branch representing Manulife Financial Advis, a company with 530 employees, based in Singapore, Singapore, Singapore. AeroLeads shows a work email signal at yahoo.com.sg and a matched LinkedIn profile for Shiyun Sarah Lim (Business And Family Wealth Estate Planner).

Shiyun Sarah Lim (Business And Family Wealth Estate Planner) previously worked as Assistant Vice President at Dunn & Partners- Summit Planners, A Branch Representing Manulife Financial Advisers Pte Ltd and Assistant Vice President at Manulife Financial Advisers Pte Ltd. Shiyun Sarah Lim (Business And Family Wealth Estate Planner) holds Bachelor Of Arts (B.A.), Economics And Statistics from National University Of Singapore.

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Email format at Dunn & Partners- Summit Planners, a branch representing Manulife Financial Advis

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*@yahoo.com.sg
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AeroLeads found 1 current-domain work email signal for Shiyun Sarah Lim (Business And Family Wealth Estate Planner). Compare company email patterns before reaching out.

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Profile bio

About Shiyun Sarah Lim (Business And Family Wealth Estate Planner)

Experiencing a mid-life awakening at 30, I spent 8 years ascending the corporate hierarchy, only to find myself deeply dissatisfied and disillusioned. Yearning for autonomy, I sought the freedom to provide direct value to clients, structure my working hours, and cultivate personal financial independence.Embracing the path of FREEDOM wasn't easy. Yet, I made a decisive career pivot into the financial advisory business.Today, my fulfillment stems from empowering individuals and companies to safeguard and expand their wealth. While money isn't everything, proper stewardship can resolve many challenges and empower the next generation for greater societal impact.I specialize in advising:Enterprises in risk management solutions or strategizing succession plans.Baby boomers, whose paramount concern lies in wealth preservation and transfer to the next generation. Through strategic planning with tools like wills and trusts, they are able to leave a legacy for loved ones and even the causes they are passionate about.Individuals who want to break free from the shackles of the rat race and achieve financial freedom. (Yes, I've been there too!)My team and I advocate using our vocational acumen to serve the wider community. We have forged partnerships with esteemed organizations such as Daughters of Tomorrow, The New Charis Mission, ISCOS, Cancer 365, Focus on the Family, and various special needs communities, delivering essential financial education and support.With over 13 years of industry experience (as of 2024), I've garnered substantial accolades - a four-time MDRT qualifier and a mentor leading a team of 8.Let's connect and explore how I can contribute to your financial aspirations and safeguard your legacy.

Listed skills include Leadership, Product Marketing, Marketing Management, International Business, and 35 others.

Current workplace

Shiyun Sarah Lim (Business And Family Wealth Estate Planner)'s current company

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Dunn & Partners- Summit Planners, a branch representing Manulife Financial Advis
Dunn & Partners- Summit Planners, A Branch Representing Manulife Financial Advis
Assistant Vice President
Singapore
Website
manulifefa.com.sg
Employees
530
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Company profile
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9 roles

Shiyun Sarah Lim (Business And Family Wealth Estate Planner) work experience

A career timeline built from the work history available for this profile.

Assistant Vice President

Dunn & Partners- Summit Planners, A Branch Representing Manulife Financial Advis

Singapore

Assistant Vice President

Current
Dunn & Partners- Summit Planners, A Branch Representing Manulife Financial Advisers Pte Ltd

Providing advisory in the areas of Insurance, Investment, Wills and Trusts for families and businesses.Leveraging on major solution providers in Singapore to give my clients the best options in the market that suit their needs and objectives.Structuring portfolios for philanthropic giving and bequesting of one's estate.Conducting educational seminars and.

Jun 2016 - Present

Assistant Vice President

Current
Manulife Financial Advisers Pte Ltd

Singapore

At Manulife Financial Advisers, we are committed to putting our clients’ needs first.Our clients will enjoy access to a wide range of solutions from Manulife as well as other trusted partners to meet theirinsurance, investment and retirement needs.Backed by Manulife Singapore, a leading Canadian-based financial services group with principal operations in.

Jun 2016 - Present

Senior Financial Services Consultant

Aia Singapore

For Corporations:Advises on business risk management solutions like Keyman insurance, property all risks, etc. Provides comprehensive employee benefits and pension solutions to corporations of all sizes.For Individuals (Singaporeans/PRs and Expats):Advises on personal insurance, retirement planning, savings for children's education.

Jun 2011 - Jun 2016

Co-Head Organiser For Singapore Oriented.Com

Oriented.Com

ORIENTED.COM is a global network of international professionals interested in Asian business and partnerships. Founded in Beijing, Shanghai, and Taipei in 2002, ORIENTED was established to provide high-quality networking for our members.Our goal is to build a community of professionals worldwide who have ties to Asia by enabling them to come together on a.

Dec 2011 - Dec 2012

General Manager

Apbcoffices

Developed sales and marketing strategies through digital media and direct selling to drive growth in the serviced office business. Led a sales and operations team through company corporatization, over 4 serviced office centres.Built the brand equity of premium boutique and reflecting it in the product and service standards

May 2010 - Jun 2011

Marketing Manager

Singapore Telecommunications

Created new mobile and voice (IDD etc.) services and marketed them to top global corporate accounts.Spearheaded development of corporate CRM system.Developed and implemented BTL marketing strategies through mediums such as C-level events, product launches, roadshows, digital media. Managed A&P budget. Achieved new acquisitions and retention in the B2B and.

Jun 2006 - May 2010

Project Executive - Strategic Planning

Daimler

Conceptualized business initiatives for brand names Mercedes Benz, Chrysler and smart. Supported the regional strategy & business development team as well as the CEO office in market research, analysis and forecasting.Foresaw the SEA strategic sales planning.Spearheaded development of inhouse sales database

Jun 2003 - Jun 2006
Team & coworkers

Colleagues at Dunn & Partners- Summit Planners, a branch representing Manulife Financial Advis

Other employees you can reach at manulifefa.com.sg. View company contacts for 530 employees →

RZ Rebecca Zhang Rebecca Zhang Colleague at Dunn & Partners- Summit Planners, A Branch Representing Manulife Financial AdvisSingapore, Singapore View → LP Lois Poh Lois Poh Colleague at Dunn & Partners- Summit Planners, A Branch Representing Manulife Financial AdvisSingapore, Singapore, Singapore View → TW Tony Wong Tony Wong Colleague at Dunn & Partners- Summit Planners, A Branch Representing Manulife Financial AdvisSingapore, Singapore, Singapore View → MK Madeline Kan Madeline Kan Colleague at Dunn & Partners- Summit Planners, A Branch Representing Manulife Financial AdvisSingapore, Singapore View → RL Rui L. Rui L. Colleague at Dunn & Partners- Summit Planners, A Branch Representing Manulife Financial AdvisSingapore, Singapore View → MS Mark Sim - Investment Portfolio Designer Mark Sim - Investment Portfolio Designer Colleague at Dunn & Partners- Summit Planners, A Branch Representing Manulife Financial AdvisSingapore, Singapore View → AC Aaron Chern Aaron Chern Colleague at Dunn & Partners- Summit Planners, A Branch Representing Manulife Financial AdvisSingapore, Singapore, Singapore View → KJ Ker Jian Min Daniel. Ker Jian Min Daniel. Colleague at Dunn & Partners- Summit Planners, A Branch Representing Manulife Financial AdvisSingapore, Singapore View → TZ Tan Ze Min (Jack) Tan Ze Min (Jack) Colleague at Dunn & Partners- Summit Planners, A Branch Representing Manulife Financial AdvisSingapore, Singapore, Singapore View → TL Teri Lee Teri Lee Colleague at Dunn & Partners- Summit Planners, A Branch Representing Manulife Financial AdvisSingapore, Singapore View →
3 education records

Shiyun Sarah Lim (Business And Family Wealth Estate Planner) education

Commerce

National Junior College

Economics

Chij St. Nicholas Girls' School
FAQ

Frequently asked questions about Shiyun Sarah Lim (Business And Family Wealth Estate Planner)

Quick answers generated from the profile data available on this page.

What company does Shiyun Sarah Lim (Business And Family Wealth Estate Planner) work for?

Shiyun Sarah Lim (Business And Family Wealth Estate Planner) works for Dunn & Partners- Summit Planners, a branch representing Manulife Financial Advis.

What is Shiyun Sarah Lim (Business And Family Wealth Estate Planner)'s role at Dunn & Partners- Summit Planners, a branch representing Manulife Financial Advis?

Shiyun Sarah Lim (Business And Family Wealth Estate Planner) is listed as Assistant Vice President at Dunn & Partners- Summit Planners, a branch representing Manulife Financial Advis.

What is Shiyun Sarah Lim (Business And Family Wealth Estate Planner)'s email address?

AeroLeads has found 1 work email signal at @yahoo.com.sg for Shiyun Sarah Lim (Business And Family Wealth Estate Planner) at Dunn & Partners- Summit Planners, a branch representing Manulife Financial Advis.

Where is Shiyun Sarah Lim (Business And Family Wealth Estate Planner) based?

Shiyun Sarah Lim (Business And Family Wealth Estate Planner) is based in Singapore, Singapore, Singapore while working with Dunn & Partners- Summit Planners, a branch representing Manulife Financial Advis.

What companies has Shiyun Sarah Lim (Business And Family Wealth Estate Planner) worked for?

Shiyun Sarah Lim (Business And Family Wealth Estate Planner) has worked for Dunn & Partners- Summit Planners, A Branch Representing Manulife Financial Advis, Dunn & Partners- Summit Planners, A Branch Representing Manulife Financial Advisers Pte Ltd, Manulife Financial Advisers Pte Ltd, Preceptsgroup International, and Aia Singapore.

Who are Shiyun Sarah Lim (Business And Family Wealth Estate Planner)'s colleagues at Dunn & Partners- Summit Planners, a branch representing Manulife Financial Advis?

Shiyun Sarah Lim (Business And Family Wealth Estate Planner)'s colleagues at Dunn & Partners- Summit Planners, a branch representing Manulife Financial Advis include Rebecca Zhang, Lois Poh, Tony Wong, Madeline Kan, and Rui L..

How can I contact Shiyun Sarah Lim (Business And Family Wealth Estate Planner)?

You can use AeroLeads to view verified contact signals for Shiyun Sarah Lim (Business And Family Wealth Estate Planner) at Dunn & Partners- Summit Planners, a branch representing Manulife Financial Advis, including work email, phone, and LinkedIn data when available.

What schools did Shiyun Sarah Lim (Business And Family Wealth Estate Planner) attend?

Shiyun Sarah Lim (Business And Family Wealth Estate Planner) holds Bachelor Of Arts (B.A.), Economics And Statistics from National University Of Singapore.

What skills is Shiyun Sarah Lim (Business And Family Wealth Estate Planner) known for?

Shiyun Sarah Lim (Business And Family Wealth Estate Planner) is listed with skills including Leadership, Product Marketing, Marketing Management, International Business, Strategic Partnerships, B2B, Online Marketing, and Sales.

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