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Caroline Sim

Caroline Sim

Followers of Caroline Sim648 followers
location of Caroline SimSingapore

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  • Timeline

  • About me

    Empowering lives financially one at a time, so families may focus on what matters most - living life

  • Education

    • Institute of Executive Coaching and Leadership

      2021 - 2021
      Certified Organisational Coach (Level 1) Organisational Coaching Pass

    • Lee community college

      2005 - 2006
      Diploma Counseling Psychology

    • Monash University

      2000 - 2001
      Graduate Certificate Banking

    • Santa Clara University

      2008 - 2011
      Master of Arts (M.A.) Counseling Psychology

    • Curtin University of Technology

      1994 - 1996
      Bachelor of Commerce (B.Com.) Marketing and Public Relations

  • Experience

    • HSBC

      Jan 1997 - Jan 2004

      • Branch Manager Seri Complex

        Jan 2002 - Jan 2004

      • Product Management Executive

        Jan 1997 - Jan 2002

    • HSBC

      Jan 2005 - Jan 2008
      AVP, Portfolio Management, HSBC Premier

      HSBC Premier Offshore- Philippines market

    • City of Fremont, CA

      Sept 2010 - Jun 2011
      Marriage and Family Therapy Trainee - Youth and Family Services

    • Great Eastern Singapore

      May 2012 - Dec 2017

      • Head, Brunei Branch

        Jan 2013 - Dec 2017

      • Assistant Head, Brunei Branch

        May 2012 - Dec 2012

    • Great Eastern Financial Advisers Private Limited

      Feb 2018 - Jun 2019
      Head Of Business Management

    • United Overseas Bank Limited (UOB)

      Aug 2019 - Dec 2022
      Senior Team Head, Privilege International (Indonesia market)

    • Summit Planners Pte Ltd

      Feb 2023 - now
      Relationship Director

      Inspired by an extraordinary vision and created in December 2000, Summit Planners is an avant-garde organisation that works in conjunction with professionals and institutions to provide clients with business and financial solutions.At Summit Planners, we strive to provide our clients with customised solutions from our suite of services to match not only the size of their organisation, but also their ambitions. From sole proprietorships to corporations, and from individuals to families, their trust in our services and our partners have enabled us to grow from strength to strength.We know what it is like to pursue a dream. For a dream to have a chance to come true, one needs a Plan. At Summit Planners, one can count on us to help achieve those goals in life, and plan the route towards the summit. Show less

    • Manulife Financial Advisers Pte Ltd

      Feb 2023 - now
      Associate Director of Sales

      At Manulife Financial Advisers, we are committed to putting our clients’ needs first.Our clients will enjoy access to a wide range of solutions from Manulife as well as other trusted partners to meet their insurance, investment and retirement needs.Backed by Manulife, a leading Canadian-based financial services group with principal operations in Asia, Canada and the United States, we are well-positioned to offer distinctive advantages with the flexibility of a financial advisory firm, as well as the strong governance and financial backing of an international financial services group.Based in Singapore, Manulife Financial Advisers is licensed and regulated by the Monetary Authority of Singapore (MAS).As one of the most dynamic financial advisory firms in Singapore, we have grown from a united team of 200 in 2015 to a current 1500-strong team. Our vision is to be the most professional financial advisory firm in Singapore and the region, with financial services consultants that place their clients’ needs at the centre of everything they do.Driven by a mission to provide professional advice and customised financial solutions, we focus on placing our clients' needs and interests first. We strive to become the most trusted and reputable financial advisory firm in Singapore, recognised for our quality advice and service which will enable us to enrich the lives of many in years to come.Visit us at https://manulifefa.com.sg/ for more details. Show less

  • Licenses & Certifications