Shiyun Sarah Lim (Business And Family Wealth Estate Planner)

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

Singapore
Shiyun Sarah Lim (Business And Family Wealth Estate Planner)'s Location
Singapore, Singapore
Shiyun Sarah Lim (Business And Family Wealth Estate Planner)'s Contact Details

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

Shiyun Sarah Lim (Business And Family Wealth Estate Planner) personal email

n/a
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.

Shiyun Sarah Lim (Business And Family Wealth Estate Planner)'s Current Company Details
Dunn & Partners- Summit Planners, a branch representing Manulife Financial Advis

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

View
Assistant Vice President
Singapore
Employees:
530
Shiyun Sarah Lim (Business And Family Wealth Estate Planner) Work Experience Details
  • Dunn & Partners- Summit Planners, A Branch Representing Manulife Financial Advis
    Assistant Vice President
    Dunn & Partners- Summit Planners, A Branch Representing Manulife Financial Advis
    Singapore
  • Dunn & Partners- Summit Planners, A Branch Representing Manulife Financial Advisers Pte Ltd
    Assistant Vice President
    Dunn & Partners- Summit Planners, A Branch Representing Manulife Financial Advisers Pte Ltd Jun 2016 - Present
    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 workshops for corporates, NGOs, and the general public.
  • Manulife Financial Advisers Pte Ltd
    Assistant Vice President
    Manulife Financial Advisers Pte Ltd Jun 2016 - Present
    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 Asia, Canadaand the United States, we are well-positioned to offer distinctive advantages with the flexibility of a financial advisory firm,as well as the strong governance and financial backing of an international financial services group.Based in Singapore, Manulife Financial Advisers is licensed and regulated by the Monetary Authority of Singapore (MAS).As one of the most dynamic financial advisory firms in Singapore, we have grown from a united team of 200 in 2015 to acurrent strong team of more than 1400. Our vision is to be the most professional financial advisory firm in Singapore andthe region, with financial services consultants that place their clients’ needs at the centre of everything they do.Driven by a mission to provide professional advice and customised financial solutions, we focus on placing our clients'needs and interests first. We strive to become the most trusted and reputable financial advisory firm in Singapore,recognised for our quality advice and service which will enable us to enrich the lives of many in years to come.
  • Preceptsgroup International
    Estate Planner
    Preceptsgroup International Jan 2014 - Present
    Singapore
  • Aia Singapore
    Senior Financial Services Consultant
    Aia Singapore Jun 2011 - Jun 2016
    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.
  • Oriented.Com
    Co-Head Organiser For Singapore Oriented.Com
    Oriented.Com Dec 2011 - Dec 2012
    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 regular basis. Building connections face-to-face is a critical aspect of the Asian business culture.The ORIENTED Happy Hours are simultaneously coordinated every last Thursday of the month in 10 cities across the Pacific.
  • Apbcoffices
    General Manager
    Apbcoffices May 2010 - Jun 2011
    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
  • Singapore Telecommunications
    Marketing Manager
    Singapore Telecommunications Jun 2006 - May 2010
    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 B2C environments.Analyzed key accounts with MNCs and formulated pricing strategies, taking into consideration the commercial viability of the value proposition, account profitability of the customer and regulatory implications of the proposed deal.
  • Daimler
    Project Executive - Strategic Planning
    Daimler Jun 2003 - Jun 2006
    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

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

Leadership Product Marketing Marketing Management International Business Strategic Partnerships B2b Online Marketing Sales Financial Planning Forecasting Digital Media Business Development Business Analysis Negotiation Team Management Legacy Giving Strategy Financial Services Direct Sales Business Planning Strategic Financial Planning Entrepreneurship Marketing New Business Development Risk Management Event Management Social Media Marketing Project Planning Budgets Business Strategy General Insurance Personal Finance Management Product Launch Marketing Strategy Corporate Social Responsibility Mobile Devices Planning Consultancy Crm

Shiyun Sarah Lim (Business And Family Wealth Estate Planner) Education Details

Frequently Asked Questions about Shiyun Sarah Lim (Business And Family Wealth Estate Planner)

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 the current company?

Shiyun Sarah Lim (Business And Family Wealth Estate Planner)'s current role is Assistant Vice President.

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

Shiyun Sarah Lim (Business And Family Wealth Estate Planner)'s email address is li****@****.com.sg

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

Shiyun Sarah Lim (Business And Family Wealth Estate Planner) attended National University Of Singapore, National Junior College, Chij St. Nicholas Girls' School.

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

Shiyun Sarah Lim (Business And Family Wealth Estate Planner) has skills like Leadership, Product Marketing, Marketing Management, International Business, Strategic Partnerships, B2b, Online Marketing, Sales, Financial Planning, Forecasting, Digital Media, Business Development.

Who are Shiyun Sarah Lim (Business And Family Wealth Estate Planner)'s colleagues?

Shiyun Sarah Lim (Business And Family Wealth Estate Planner)'s colleagues are Edmund Ang, Tabitha Harvey, Swei Ter Wong, Woon Chan Loo, Prakash Arumugam, Linus Loh, Smily Ng.

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