About Me and Job Description
Conducting comprehensive client centric financial planning using Fast-Track® system, comprising of information gathering, needs analysis, comparison of financial solutions, and presentation of personalized solutions.
Expertise on working with international expatriate community and specialize in assisting expats to understand and take advantage of the unique financial products options available whilst living and working in a tax-efficient environment in Singapore.
Good Knowledge of financial products i.e. Unit trust, structured products, fund managements. Establish clients’ financial goals through thorough fact find process and tailor insurance solutions to achieve clients’ needs and financial objectives.
Supporting managements on various client seminars, investment talks and roadshows to successfully increase clientele and improve. Advisory in Investment Portfolio construction and monitoring, including assessment of risk profile and investment suitability, selection and presentation of investment solutions. Expertise in Singapore fund managements like ( East sprint investments , Schroder’s, Black rock ).
Periodic financial health check for clients using relevant Financial Ratios, as well as Cash Flow analysis and providing wealth distribution advisory, including Trust Creation. Undergo professional certification and qualifications, including in CMFAS, as well as regular training attended by various fund houses and insurance product providers to stay updated within the industry. Establish and sustain a long-term relationship with clients through periodic follow-up and Provide Financial Health Review. Marketing of Life Insurance, Investment-linked Products, Education and Retirement Plan. Build and maintain a client base Analyze client’s information and evaluate their financial solution in relation to their objectives Maintain friendly and professional customer interactions.
- MDRT – Million Dollar Round Table 2025, 2024, 2023, 2022
- Premier Financial Consultant (Silver) 2022
- Premier Financial Consultant (Bronze) 2024, 2023, 2020
- Star Club Winner 2024, 2023, 2022, 2020
- Quality Club Elite 2024, 2023, 2022, 2021, 2020
- Life Club Consistency (Bronze) 2021
- Life Club Consistency (Silver) 2022
- Life Club Consistency (Gold) 2023
- Life Club Consistency (Platinum) 2024
- Jeffrey Lim Organization (GAM)
Top Rookie Award 2020
- Jeffrey Lim Organization (GAM) – Top Consistency Award 2024, 2023, 2022, 2021
- Jeffrey Lim Organization (GAM) – TOP 5 FINANCIAL CONSULTANT AWARD 2024, 2023
About Me and Job Description
Conducting comprehensive client centric financial planning using Fast-Track® system, comprising of information gathering, needs analysis, comparison of financial solutions, and presentation of personalized solutions.
Expertise on working with international expatriate community and specialize in assisting expats to understand and take advantage of the unique financial products options available whilst living and working in a tax-efficient environment in Singapore.
Good Knowledge of financial products i.e. Unit trust, structured products, fund managements. Establish clients’ financial goals through thorough fact find process and tailor insurance solutions to achieve clients’ needs and financial objectives.
Supporting managements on various client seminars, investment talks and roadshows to successfully increase clientele and improve. Advisory in Investment Portfolio construction and monitoring, including assessment of risk profile and investment suitability, selection and presentation of investment solutions. Expertise in Singapore fund managements like ( East sprint investments , Schroder’s, Black rock ).
Periodic financial health check for clients using relevant Financial Ratios, as well as Cash Flow analysis and providing wealth distribution advisory, including Trust Creation. Undergo professional certification and qualifications, including in CMFAS, as well as regular training attended by various fund houses and insurance product providers to stay updated within the industry. Establish and sustain a long-term relationship with clients through periodic follow-up and Provide Financial Health Review. Marketing of Life Insurance, Investment-linked Products, Education and Retirement Plan. Build and maintain a client base Analyze client’s information and evaluate their financial solution in relation to their objectives Maintain friendly and professional customer interactions.
- MDRT – Million Dollar Round Table 2025, 2024, 2023, 2022
- Premier Financial Consultant (Silver) 2022
- Premier Financial Consultant (Bronze) 2024, 2023, 2020
- Star Club Winner 2024, 2023, 2022, 2020
- Quality Club Elite 2024, 2023, 2022, 2021, 2020
- Life Club Consistency (Bronze) 2021
- Life Club Consistency (Silver) 2022
- Life Club Consistency (Gold) 2023
- Life Club Consistency (Platinum) 2024
- Jeffrey Lim Organization (GAM)
Top Rookie Award 2020
- Jeffrey Lim Organization (GAM) – Top Consistency Award 2024, 2023, 2022, 2021
- Jeffrey Lim Organization (GAM) – TOP 5 FINANCIAL CONSULTANT AWARD 2024, 2023