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Di Lin Lim

Di Lin Lim

Finance Assistance; Middle & Back-Office

Followers of Di Lin Lim2000 followers
location of Di Lin LimSingapore, Singapore

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  • Timeline

  • About me

    Sales and marketing associate

  • Education

    • Bloomberg Institute

      2013 - 2013
      Certified in Fixed Income Essentials and Equity Essentials from Bloomberg Training Program Capital Markets High distinction

    • Edith Cowan University

      2006 - 2008
      Bachelor of Business Administration (B.B.A.) Accounting

      Activities and Societies: : Top student in class and Company Law, awarded the Lexis Nexis Prize in 2008 LexisNexis prize in company law 2008 (top student in company law)

  • Experience

    • SUMITOMO CORPORATION CAPITAL ASIA PTELTD

      Feb 2006 - Jul 2007
      Finance Assistance; Middle & Back-Office

      • Responsible for issuing fixed income products (IRS, CCS, forwards) and reported to ManagingDirector.• Monitored global treasury market spot rates and priced lending to clients based on these rate.• Liaised with Consolidated management report to Sumitomo Tokyo.• Coordinated audit process and maintained group deposits.

    • ASIACITI CORPORATE SERVICES PTE LTD (AUSTRALIAN TRUST MANAGEMENT FIRM)

      Jul 2007 - Oct 2008
      Finance Executive

      • Re-engineered and restructured accounting and investment department on arrival in firm.• Reduced late penalty payments to client by 80%. Introduced account coding for new revenue and cost.• Setup workflow structure and implemented accounting system (cash to accrual). Reporting of forecasts and budgets to headquarters.• Analyzed trust & pension funds in Singapore, New Zealand, the Cook Islands, Nevis, Samoa and Hong Kong jurisdiction.

    • Grameen Foundation Singapore

      Aug 2008 - now
      Director

      • Analyzed risk and return of microfinance project in Philippines by review of municipality.• Oversee project development, financial analysis, and audit of Grameen Foundation Singapore.• In-charged of yearly financial reporting and AGM. • Teaching assistant for initiatives of NGO, Finance without Borders of IE Business School in Ghana, Africa.

    • SELECCIÓN E INVERSIÓN DE CAPITAL GLOBAL A.V. S.A. (SELINCA A.V.)

      Jan 2010 - Apr 2010
      Funds Analyst internship

      • Research on funds, i.e. Principal Global Investors, Cazenove Capital Management, etc.• Organize events and breakfast for Institutional Spanish clients.

    • Banca Privada d'Andorra

      Jun 2010 - May 2013
      Financial Advisor and Business Development

      • Generated 6-digit figure new investments a year from HNWI of more than 10 different countries.• Lead International Department and reported to the Assistant Managing Director directly.• Responsible for KYC of clients, portfolio management, asset management distribution, and asset allocation.• Achieved earnings of 13% yearly on European fixed income fund for clients.• Managed communications from compliance to front office and other departments internally and externally.• Sales of funds, fixed income, financial products and services to International HNWI. Show less

    • Real Estate Company

      May 2013 - now
      Real Estate and Investment advisor to High Net Worth Individuals

      • Marketing and rentals of portfolio of properties in best areas of Madrid.• Advisory of High Net Worth Investors on moving to Madrid. • Helped more than 1000 expats and locals from every other continent around the world in moving to Madrid.• Negotiation and execution of rental deals, contract proof reading, translations and post sales support.

  • Licenses & Certifications

    • Client Advisory Competency Standards

      Monetary Authority of Singapore (MAS)
      Nov 2020

    • Real Estate Salesperson

      Council For Estate Agencies of Singapore (CEA)
      Nov 2020