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Alvin Lim

Alvin Lim

Intern

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location of Alvin LimSingapore

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  • Timeline

  • About me

    Financial Adviser @ Life Planning Associates | Financial Planning

  • Education

    • University of London International Programmes

      2013 - 2015
      Accounting and Finance Accounting and Finance

    • Singapore Polytechnic

      2008 - 2011
      Diploma in Banking and Financial Services Banking and Financial Support Services

  • Experience

    • Citi

      Dec 2010 - Feb 2011
      Intern

    • HSBC Private Banking

      Jun 2014 - Aug 2014
      Admin Assistant

      • Implemented a record management project for efficient retrieval and organization of historical documents.• Assisted in contract management by filing, recording, and maintaining service level agreements (SLAs).

    • OCBC Bank

      Sept 2015 - Oct 2016
      Personal Financial Consultant

      • Assisted customers with account opening, loans, mortgages, credit cards, investments, and servicing needs.• Provided financial advisory on wealth and protection solutions to achieve customers' goals.• Achieved and exceeded sales targets through strategic promotion and effective cross-selling.

    • Life Planning Associates Pte Ltd

      Nov 2016 - now
      Financial Advisor

      • Developed personalized financial plans for clients focusing on retirement planning, investment strategies, risk management, estate planning and legacy planning.• Conducted in-depth financial analysis, market research, and product evaluations to support client needs.• Streamlined client onboarding process, increasing efficiency in documentation and recommendations.

  • Licenses & Certifications

    • Associate Wealth Planner

      Financial Planning Association of Singapore (FPAS)