Tan Siak Lim CFP MBA

Experience

• 

  IBM Singapore Pte Ltd

  May 1992 - May 1995

  System Engineer

  Responsible for the implementation of IT solutions for all major banks in Singapore

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  Monetary Authority of Singapore (MAS)

  Jan 1996 - Mar 1997

  Money Market Officer

  Responsible for handling of money market operations, such of brokering of Singapore Government Securities for the Primary Dealers.

• 

  IBM Singapore Pte Ltd

  Apr 1997 - Dec 2000

  Pre Sales Solution Specialist

  Specialist in banking technology and responsible for sales of IBM banking solution in the ASEAN region

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  Adroit Innovations Pte Ltd

  Feb 2001 - Apr 2003

  Business Manager - Internet Solutions

  Sales & Advisory of Internet Solutions to businesses in Singapore.

• 

  AIA

  May 2003 - Jun 2006

  Agency Manager

  Agency building. Recruitment and Coaching. Personal Wealth Advisory to my own clients.

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  Alpha Financial Advisers Pte Ltd

  Jun 2006 - Dec 2009

  Business Unit Director

  Financial Advisory, recruitment and coaching of new financial advisers.

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  Financial Alliance Pte Ltd

  Jan 2010 - now

  Recruit and coach highly professional and successful financial consultants, whether fresh graduate or people from mid career switch from another industry.The number #1 challenge for many financial advisers is prospecting, or finding new customer. Some advisers find it so hard that they suffer from an emotional resistance known as "call reluctance". This originates from the fear of rejection. I pioneer a unique strategy where advisers can engage with prospects free of any rejections! Everyone appreciates and will benefit from good financial advice, unfortunately many advisers lack the skills in presenting themselves correctly. Show less

  • Director, Financial Advisory Group

    Jan 2010 - now

  • Wealth Manager

    Jan 2010 - now