Patrick Lim Email & Phone Number

Melbourne, Vic, Au

Melbourne, Victoria, Australia

Responsibilitiesa) Focus: Manage learning and development projects from training needs analysis to implementing learning solutions including topics such as Superannuation, legislative changes, communication, presentation, complaints handling, empathy etc. b) Data analysis and reporting on Competency Based Assessments including online and role play assessmentsc) Supporting the leaders in maintaining the teams’ skills matrices and developing training needs analysesd) Supporting the Senior People and Culture Business Partner in Organisational Development initiativese) Mentoring junior members within the teamf) Cross skilling existing team membersg) Maintaining process documentation & periodic process guide reviews h) Incorporating Superannuation legislative change in administrative procedureAchievementsa) Worked with the Senior People and Culture Business Partner in creating the Career Framework matrix for the businessb) Designed and delivered a series of in-depth Superannuation workshops that was delivered across the business for the first time.c) Designed and reported on several competency-based assessments which improved the quality of staff performance and business outcomes.d) Proposed, implemented a six-sigma white belt project and achieving white belt certification saving business at least 65 labour hours annually.

Melbourne, Australia

Responsibilities a) Focus: Consulting, designing, and delivering a diverse range of learning solutions nationally including Leadership, professional development, onboarding programs, technical workshops and platform trainings.b) Manage learning and development projects from training needs analysis to implementing learning solutions c) Work closely with internal stakeholders to ensure the learning solutions are cost effective and adds strategic value to the businessd) Create training materials including session plans, facilitator and participant guides, checklists, quick reference guides and powerpoint decks.e) Design and conduct a range of competency-based assessments including online, written, role plays and observationsf) Mentor coaches to develop their competency in designing and delivering engaging and effective workshops, virtual and in persong) Create interactive online learning solutionsh) Managing Online Learning Management SystemAchievementsa) Delivered the pilot Leadership and Professional Development program to new people managers across the businessb) Re-designed the Contact Centre induction to align to business and nationally recognized certificate III requirementsc) Re-designed induction program into an interactive engaging virtual program that’s rolled out nationallyd) Designed and produced the first series of interactive elearning modulese) Designed and delivered Train-The-Trainer workshops for coachesf) Designed and delivered strategic cost-effective learning solutions for various projectsg) Upskilled and coached contact centre coaches in the successful handover of induction

Melbourne, Australia

Responsibilities a) Focus: Design and facilitate Fund Administration inductions including superannuation legislation, systems training and competency-based assessmentb) Conduct induction via facilitator-led, blended learning & e-learning programs.c) Working with new hire’s managers on post induction training needsd) Manage learning and development projects from training needs analysis to implementing learning solutions including stakeholder managemente) Deliver RG146 workshops to staff in Australia and Indiaf) Champion of the online learning management system within the teamg) Facilitate customer service coaching sessions, assessment, and accreditationsAchievementsa) Played role as a key member in the project to restructuring of the new hire induction program including: • Conducting training needs analysis with different lines of business• Design effective & competency-based training programs• Design & create high quality training materials including participant guides.• Implementing the new induction program regionally including Australia & New Zealand.b) Pioneered and delivered the new hire curriculum in the learning management system

Melbourne, Australia

Responsibilitiesa) Focus: Providing holistic financial advice to a boutique book of clientsb) Mentor junior financial planners & paraplanners in the practicec) Develop & maintain a portfolio of clients and referral networksAchievementsa) Achieved highest compliance ratings during regular compliance audits

Melbourne, Australia

Responsibilities a) Focus: Facilitate classroom workshops and webinars for AMP Financial Planners and Paraplanners b) Conduct coaching sessions with AMP Financial Planners c) Conduct full training cycle of training needs analysis including design, develop and delivery of training programs d) Building relationships with internal and external stakeholders Achievementsa) Conducted over 50 different facilitation sessions over 9 months via classroom, one-to-one coaching & on-line sessions, in Victoria & Tasmania.b) Initiated & completed numerous ongoing L&D projects during contract term.

Melbourne, Australia

Responsibilities a) Focus: Providing tailored financial advice to Westpac clientsb) Develop & maintain a portfolio of clients and referral networksc) Mentor junior financial plannersd) Training branch staff to identify advice opportunitiese) Conduct regular technical & soft skill trainings, including legislative, economic & technical updatesAchievementsa) Rated one of top 5 Financial Planners within Westpac North/Northeast Financial Planning Team. b) Providing advice to clients in 4 branches. (Boxhill, Forest Hill, Bayswater & Blackburn.)

Singapore

Responsibilitiesa) Focus: Business Development and Trainingb) Conduct full training cycle of training needs analysis, designing & developing of training program, executing the training programc) Conduct & facilitate workshops in Sales, Customer Service, Communication, Public Speaking, Personal Grooming, Anger Management etc.Achievementsa) Created comprehensive & informative workshops, including training manuals, on Sales, Customer Service, Communication & Public Speaking.b) Conducted talks & inspired more than 2500 from companies such as Prudential, DP Architects, various Government Ministries & Tertiary Institutions

Singapore

Responsibilitiesa) Focus: Business Development, prospecting & networking. b) Develop & manage a portfolio of 600 retail & corporate clients c) Conduct & facilitate regular team based technical & soft skill trainings, including legislative, economic & technical updates.d) Mentor junior financial planners in the teame) Coach experienced financial planners to attain the Chartered Financial Planner accreditation.Achievementsa) Top agency group insurance producer in 2001 & 2005 b) Sold the largest regular premium policy amount to S$18,000 per annum in 2002 c) Sold the largest single premium policy in agency history, amount to S$125,000 in 2004d) Sold the largest group insurance policy in agency history, amount to $40,000 in 2004e) Invited by NewsRadio 93.8 as a consultant on a series of financial planning issues in 2003.

Bachelor'S Degree, Accountancy

Activities and Societies: Hostel Junior Common Room Committee - Welfare Secretary

Cert Iv In Workplace Training & Assessment, Workforce Development And Training

Advanced Diploma In Financial Services (Financial Planning), Financial Planning And Services

Education record