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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
Location: Singapore, Singapore, Singapore 8 work roles 5 schools
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Current company
HSBC
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, Singapore, Singapore
Company size
192615 employees

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 company with 192615 employees, based in Singapore, Singapore, 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
Hsbc
Estate Planner | CHFC & AEPP Certified | Leading a Team of Advisers in complex planning scenarios | Specializing in High-Net-Worth individuals & Complex Estate Solutions
london, greater london, united kingdom
Website
hsbc.com
Employees
192615
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Company profile
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8 roles

Vincent Lim work experience

A career timeline built from the work history available for this profile.

Senior Financial Services Manager

Current
Hsbc

Singapore

Feb 2023 - Present

Estate & Sucession Practitioner

Current
Precepts Legacy Pte Ltd

Singapore

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.

Oct 2014 - Present

Senior Financial Services Manager

Axa

Singapore

  • 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

Axa

Singapore

  • Awards & Achievements
  • 2008 Silver Award
  • 2010 Silver Club
  • 2011 Silver Club
  • 2012 Silver Club
  • 2015 Gold ClubIncentive trips
Jul 2010 - Jun 2015

Associate Manager

Manulife Financial

Singapore

  • 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

Manulife
  • 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
Jan 2006 - Jun 2008

Supply Chain Consultant

Arterial Consulting

Singapore

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 →

VL Vanessa Laing Vanessa Laing Colleague at HsbcLondon, England, United Kingdom, United Kingdom View → LN Liliana Navarro Liliana Navarro Colleague at HsbcArgentina, Argentina View → AB Al Beiter Al Beiter Colleague at HsbcNiagara County, New York, United States, United States View → SM Shashank Mittal Shashank Mittal Colleague at HsbcGurgaon, Haryana, India, India View → EC Elias Cervantes Elias Cervantes Colleague at HsbcZapopan, Jalisco, Mexico, Mexico View → CT Cayetana Torrecillas Reig Cayetana Torrecillas Reig Colleague at HsbcGreater Madrid Metropolitan Area, Spain View → PP Patricia Pereyra Patricia Pereyra Colleague at HsbcUruguay, Uruguay View → PG Prerna Garg Prerna Garg Colleague at HsbcHong Kong SAR, Hong Kong View → WY Weng Yi Lee Weng Yi Lee Colleague at HsbcMalaysia, Malaysia View → ST Shamim Tonda Shamim Tonda Colleague at HsbcLondon, England, United Kingdom, United Kingdom View →
5 education records

Vincent Lim education

Certificate Of Motor Insurance For Motor Dealers

Singapore College Of Insurance

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, Singapore, 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 Vanessa Laing, Liliana Navarro, Al Beiter, Shashank Mittal, and Elias Cervantes.

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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