Stephanie Lim Email & Phone Number

Singapore

Horizon Insights is China's largest independent investment research house, specialising in macro, commodities and equities research. At the FICC desk, I cover both macro & commodities. China Macro: Consumption, Property, Infrastructure, Construction, Manufacturing, Import/Export, Policies, amongst other things.Commodities: Ferrous metals, Base metals, Energy and Petrochemicals.Accolades:- 1Q24 Top Sales - New Logos Acquisition

Singapore

- Managed relationships with UHNW individuals alongside Investment Representatives in the Greater China Region- Responsible for execution of trades, margin monitoring, client account maintenance and compliance- Created models to enhance efficiency and accuracy of complex trades and to facilitate portfolio analysis

Significant Achievements:- Managed over 70 clients with AUM over $4M- Successfully achieved 111% of revenue target, and progressed from Associate, to Executive, to Manager over 8 months- Top 10 Personal Wealth Executive Award 4Q2021- Qualifier for The Achiever's Convention- 3X Qualifier for The ACE Award- 3X Qualifier for The Canopy Challenge- Top Insurance Rookie- Top Investment Rookie

Singapore

Advise and provide retail clients with solutions to achieve their financial objectives, including wealth accumulation, legacy planning, and tailor-making suitable investment strategies to achieve greater returns according to each customer’s risk profile.Foster strong relationship with clients via routine servicing and adopting of appropriate bank solutions and strategies. Greatest Achievements:- Top Personal Wealth Associate Award- Sole Qualifier for The Achiever’s Convention- 2X Qualifier for The Canopy Challenge- Sole Qualifier for ACE award- Top Rookie Award- Best Cohort Trainee for February 2021 Cohort

Singapore

- Responsible for a start-up's Business Development (B2B Partnerships) and Finance- Successfully closed 20 B2B Partnership deals in a span of 5 months, generating S$120,000 in revenue.- Updated the company's weekly cashflow statement and did up financial reports on a weekly basis- Did up financial reports for the company's short-term cashflow forecast on a monthly basis- Constructed the B2B Sales funnel to analyse the sources of B2B revenue and streamline areas for improvement- Constructed the client's investor deck to be used for their next round of funding- Liaised and communicated with the company's clients in all respects, from introductory calls, to drafting of quotations, to organising onboarding meetings- Generated over 2000 cold leads and conducted drip marketing

Singapore

- Generated a financial forecast of the Urban Farm to determine breakeven period under varying scenarios- Produced 2 detailed forecasts of P&L statements to determine company and farm's CAPEX and OPEX- Conducted comprehensive market research and surveys to create 4 meaningful reports for investors regarding market size and competitor analysis- Branding and Digitals: Produced 4 iterations of product designs to be used for the launch of their RTE products in commercial shelves in 2020 - Outsourcing, liaising and communicating with all relevant stakeholders- Constructed Cost-Benefit Analysis and Suppliers tables to ensure 100% cost efficiency, and linked chosen prospects to financial forecast and P&L to ensure seamless changes- Reading and researching of patents and trademarks to ensure company's practices do not infringe upon that of another company's

Singapore

1. Tenant Performance Analysis- Generated a tenants analysis report utilising 5 different tangible deliverables to track tenants' monthly performance, namely monthly sales, sales per unit area, rental, sales per pedestrian flow, and comparing between Y-O-Y figures- Identify underperforming tenants to ensure increased marketing efforts to boost sales performance2. Marketing of units, pushcarts, license spaces and short-term leases- Ensured that the mall is constantly at 100% tenant occupancy rate and generating maximum revenue3. Arrears management- Liaising with tenants to ensure that they do not default, allowing company's accounting books to be up-to-date

Bachelor Of Science - Bsc (Hons), Real Estate, Real Estate

Bachelors, Entrepreneurship/Entrepreneurial Studies

NCSG24