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Aaron Lim PC, CFP®

Aaron Lim PC, CFP®

Followers of Aaron Lim PC, CFP®77 followers
location of Aaron Lim PC, CFP®WP. Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia

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  • Timeline

  • About me

    UOB Privilege Banking Team Head (VP)

  • Education

    • Liverpool John Moores University

      2012 - 2012
      Bachelor of Commerce - BCom Business/Commerce, General

  • Experience

    • Public Bank

      Nov 2012 - Jan 2020

      Top Rookie 2013

      • Sales Manager

        Jan 2019 - Jan 2020

      • Assistance Sales Manager

        Aug 2016 - Jan 2019

      • Senior Financial Executive (UT Sales / Wealth Management)

        Nov 2012 - Aug 2016

    • UOB

      Jan 2020 - now

      Master Elite Builder 2023 Master Elite Builder 2024 - Master Elite Builder 2022 (Bancassurance Business Recognition)- Champion Wealth Banking Team Head 2021-UOB Platinum Award Winner 2022 -Highest Absolute Revenue Achievement Wealth Banking Team Head - UOB Platinum Award Winner 2021 - Highest % achievement Wealth Banking Team Head- PFS Regional Sales & Distribution Challenge (Singapore, Malaysia, Thailand and Indonesia) - Top Team Head Award in Jun- Aug 2022

      • VP - Team Head for Privilege Banking

        Jan 2023 - now

      • VP, Team Head For Personal & Wealth Banking

        Jan 2020 - Dec 2022

  • Licenses & Certifications

    • Digital Strategies for Business

      Emeritus
      Feb 2025
      View certificate certificate

    • MODULE 7: FINANCIAL STATEMENT ANALYSIS AND ASSET VALUATION.

      Securities Industry Development Corporation (SIDC)
      Mar 2022

    • Private Retirement Scheme

      Federation of Investment Managers Malaysia (FIMM)
      Jan 2014

    • Computerize Unit Trust Examination

      Federation of Investment Managers Malaysia (FIMM)
      Jan 2013

    • Pre Contract Examination for Insurance Agent

      The Malaysian Insurance Institute
      Mar 2008

    • Investor Protection Professional Certificate

      Asian Institute of Chartered Bankers
      Jun 2016

    • Takaful insurance

      The Malaysian Insurance Institute

    • Certificate Examination In Investment-Linked Life Insurance (CEILLI)

      The Malaysian Insurance Institute
      Jan 2013

    • Module 6 - Malaysian Stock Market & Securities Law

      Securities Industry Development Corporation (SIDC)
      Mar 2022

    • General Insurance

      The Malaysian Insurance Institute
      Mar 2009