Patrick Lim Email & Phone Number

Melbourne, Victoria, AU

Zurich, CH

I worked alongside Client Advisors to implement bespoke investment advice and credit solutions as well as resolving client queries including execution and monitoring of positions relating to multiple asset classes including Equities, FX, Funds, Bonds, Derivatives as well as lombard and mortgage facilities.

Melbourne, Victoria, AU

I worked alongside a Senior Private Banker in the management of our HNW client portfolio with respect to their holistic needs for commercial/residential lending, investments, cash management, insurance, as well as estate/tax planning strategies for intergenerational wealth creation and preservation. I was also caretaking the Senior Private Banker role for.

Melbourne, Victoria, AU

I worked alongside Relationship Managers with respect to mid-market commercial property development and investment transactions ranging from $15mil-$50mil including analysis of financials, site meetings and ongoing covenant monitoring.

Sydney, NSW, AU

I worked alongside the relationship manager in ongoing management and growth of HNW medical client portfolio with respect to commercial property, asset finance and cash flow lending transactions up to $5mil.

Sydney, NSW, AU

I assisted to draft loan documentation of commercial loan contracts, completing credit checks and loading PPSR security for settlements including release of funds.

Melbourne, Victoria, AU

I assisted customers with teller transactions in head office branch including processing bank cheques, passbooks, warrants, retailers banking, change orders and handling and ordering of bulk notes and coins (in AUD and foreign currency) as well as ensure all start and end of day reports and vouchers are balanced.

Melbourne, Victoria, AU

I assisted customers at the airport branch with exchange of foreign currency, setup of travel money cards, travel insurance and basic telling duties involving Australian currency.

Melbourne, VIC, AU

Melbourne, Victoria, AU

I assisted with drafting financial plans (Statements of Advice) in the implementation of strategy and advice for superannuation and retirement scheme members in industry super funds using Xplan for client data entry and modelling projections.

Sydney, NSW, AU

I worked on quantitative equity research based projects related to Australian index changes and their effect on share prices facilitated by the use of IRESS and Bloomberg software systems.

Melbourne, Victoria, AU

I was conducting outbound calls to existing NAB customers using a predictive dialler to complete surveys administered via the CATI software system to allow us to recording customer responses accurately and verbatim using correct spelling, grammar and punctuation.

Chicago, Illinois, US

I worked in serving customers, stock replenishment, product quality control, food preparation in accordance with the latest food safety standards as well as general housekeeping duties.

Bachelor Of Commerce (Bcom), Accounting And Finance

Vce Year 12