Senior Financial Services Manager
Current
Feb 2023 - Present
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Vincent Lim Email & Phone Number
Estate Planner | CHFC & AEPP Certified | Leading a Team of Advisers in complex planning scenarios | Specializing in High-Net-Worth individuals & Complex Estate Solutions
at
HSBC
LinkedIn matched
✓ Verified August 2026
3 data sources
Profile completeness 86%
Current company
Role
Estate Planner | CHFC & AEPP Certified | Leading a Team of Advisers in complex planning scenarios | Specializing in High-Net-Worth individuals & Complex Estate Solutions
Location
Singapore
Company size
Who is Vincent Lim? Overview
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Quick answer
Vincent Lim is listed as Estate Planner | CHFC & AEPP Certified | Leading a Team of Advisers in complex planning scenarios | Specializing in High-Net-Worth individuals & Complex Estate Solutions at HSBC, a with 192615 employees, based in Singapore. AeroLeads shows a matched LinkedIn profile for Vincent Lim.
Vincent Lim previously worked as Senior Financial Services Manager at Hsbc and Estate & Sucession Practitioner at Precepts Legacy Pte Ltd. Vincent Lim holds Certificate Of Motor Insurance For Motor Dealers from Singapore College Of Insurance.
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HSBC
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Profile bio
About Vincent Lim
As an Estate Planner, I specialize in helping individuals and families secure their financial legacies through comprehensive estate planning solutions.My role involves crafting bespoke strategies that encompass wills, trusts, asset protection, and wealth transfer. My goal is to ensure that your wishes are honored and your loved ones are provided for, no matter what life brings.With over a decade of experience in the financial planning industry, I bring a deep well of knowledge and expertise to my practice. As a certified high-net-worth adviser with CHFC (Chartered Financial Consultant) and AEPP (Associate Estate Planning Practitioner) certifications, I offer personalized advice tailored to each client’s unique circumstances and goals. My client-centric approach emphasizes clear communication and fosters long-term relationships built on trust and integrity.I’ve successfully guided a diverse range of clients—from C-suite executives and business owners to individuals facing significant life changes such as dementia, strokes, and mental capacity loss. I am adept at navigating complex estate planning challenges and ensuring that clients’ assets are protected and their estate plans are tax-efficient.My responsibilities include inheritance planning, wills and trust planning, and crafting solutions for singles and vulnerable individuals. By staying current with the latest legal and financial developments, I provide informed and effective solutions that offer peace of mind, knowing that your financial future is secure.To learn more about how I can help you safeguard your legacy and navigate life's complexities, connect with me.
Current workplace
Vincent Lim's current company
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Hsbc
8 roles
Vincent Lim work experience
A career timeline built from the work history available for this profile.
Estate & Sucession Practitioner
Current
Precepts Legacy Pte Ltd
Aug 2021 - Present
Vice President
Current
One Degree Alliance Pte Ltd
* Advising and structuring funding options for SME business owners to reduce downtime in loan application.* Working with SME and individuals on estate planning such as LPA, wills and trust.* Providing platform to invest in AI (accedited investments funds) * Providing employee benefit for conducting seminars and workshops in work place.* Consulting on employee insurance to fulfill MOM regulations.
Oct 2014 - Present
Senior Financial Services Manager
2006-2008: Financial Advisor2008-2010: Associate Manager2010-2015: Financial Service Manager2015-current: Senior Financial Service ManagerAwards & Achievements• 2015 Gold Club• 2016 Silver Club• 2017 Platinium Club• Million Dollar Round Table (MDRT) 2018 Qualifying Member• AXA Signature 2018 Qualifying Member
Jun 2015 - Feb 2023
Financial Service Manager
Awards & Achievements• 2008 Silver Award• 2010 Silver Club• 2011 Silver Club• 2012 Silver Club• 2015 Gold ClubIncentive trips • Sept 2012 International Sales Convention- Munich
Jul 2010 - Jun 2015
Associate Manager
Awards & Achievements• 2008 Manulife Excel Club - Silver Award• 2009 Manulife Excel Club - Silver AwardIncentive trips • Mar 2009 International Sales Convention -Rome and Athens
Jun 2008 - Jun 2010
Financial Planner
Awards & Achievements• 2006 President Council Division• 2007 President Council DivisionIncentive trips • Apr 2006 Hong Kong branch incentive trip• Sept 2006 Bangkok branch incentive trip• Nov 2006 Company Hua Hin incentive trip• Mar 2007 International Sales Convention -Hawaii and Taiwan • Mar 2008 International Sales Convention -Beijing & QingDao
Jan 2006 - Jun 2008
Supply Chain Consultant
Arterial Consulting
I was working in Kuala Lumpur and reporting to Malaysian International Shipping Corporation to help streamline container management system through gap analysis.
Sep 2005 - Oct 2006
Team & coworkers
Colleagues at HSBC
Other employees you can reach at hsbc.com. View company contacts for 192615 employees →
LZ
Lu Zhang
Colleague at HsbcHong Kong Sar, Hong Kong
View →
SD
Sayantoni Dutta
Colleague at HsbcBengaluru, Karnataka, India
View →
GL
Goodfreid Lara
Colleague at HsbcToluca, México, Mexico
View →
SC
Suellen Chain
Colleague at HsbcSão Paulo, Brazil
View →
SP
Shalini Porwal
Colleague at HsbcNoida, Uttar Pradesh, India
View →
MK
Mayur Kumar Patel
Colleague at HsbcBengaluru, Karnataka, India
View →
PU
Piotr Uryga
Colleague at HsbcCracow, Małopolskie, Poland
View →
BÇ
Burak Çelik
Colleague at HsbcTürkiye, Turkey
View →
YC
Yildibeth Colunga
Colleague at HsbcChihuahua, Mexico
View →
AA
Ahmed Assem
Colleague at HsbcCairo, Egypt
View →
Lu Zhang
Colleague at HsbcHong Kong Sar, Hong Kong
View →
SD
Sayantoni Dutta
Colleague at HsbcBengaluru, Karnataka, India
View →
GL
Goodfreid Lara
Colleague at HsbcToluca, México, Mexico
View →
SC
Suellen Chain
Colleague at HsbcSão Paulo, Brazil
View →
SP
Shalini Porwal
Colleague at HsbcNoida, Uttar Pradesh, India
View →
MK
Mayur Kumar Patel
Colleague at HsbcBengaluru, Karnataka, India
View →
PU
Piotr Uryga
Colleague at HsbcCracow, Małopolskie, Poland
View →
BÇ
Burak Çelik
Colleague at HsbcTürkiye, Turkey
View →
YC
Yildibeth Colunga
Colleague at HsbcChihuahua, Mexico
View →
AA
Ahmed Assem
Colleague at HsbcCairo, Egypt
View →
5 education records
Vincent Lim education
Certificate Of Motor Insurance For Motor Dealers
Singapore College Of Insurance
Certified High Networth Adviser
Chfc08, Financial Planning And Services
Singapore College Of Insurance
Chartered Mortgage Analyst (Cma)
Beaconrock Consultancy
Electrical Engineering, Electrical Engineering
National University Of Singapore
FAQ
Frequently asked questions about Vincent Lim
Quick answers generated from the profile data available on this page.
What company does Vincent Lim work for?
Vincent Lim works for HSBC.
What is Vincent Lim's role at HSBC?
Vincent Lim is listed as Estate Planner | CHFC & AEPP Certified | Leading a Team of Advisers in complex planning scenarios | Specializing in High-Net-Worth individuals & Complex Estate Solutions at HSBC.
Where is Vincent Lim based?
Vincent Lim is based in Singapore while working with HSBC.
What companies has Vincent Lim worked for?
Vincent Lim has worked for Hsbc, Precepts Legacy Pte Ltd, One Degree Alliance Pte Ltd, Axa, and Manulife Financial.
Who are Vincent Lim's colleagues at HSBC?
Vincent Lim's colleagues at HSBC include Lu Zhang, Sayantoni Dutta, Goodfreid Lara, Suellen Chain, and Shalini Porwal.
How can I contact Vincent Lim?
You can use AeroLeads to view verified contact signals for Vincent Lim at HSBC, including work email, phone, and LinkedIn data when available.
What schools did Vincent Lim attend?
Vincent Lim holds Certificate Of Motor Insurance For Motor Dealers from Singapore College Of Insurance.
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