Angel Lim
Summary
Personable business professional able to speak to people from various backgrounds and having successful 16 year career in financial advisory role. Creative solutions architect with real-time problem-solving flexibility.
Resourceful project manager with 11 years in various fast-paced MNC with cross-cultural business environments. Effective communicative and collaborative with proven history of improving business operations to support corporate growth and revenue.
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Able to handle professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills. Willingness to take on added responsibilities to meet team goals.
Overview
27
27
years of professional experience
1
1
Certification
Work History
Financial Services Consultant
Manulife Financial Advisers Pte Ltd
01.2018 - Current
- Examined clients' overall financial situation by reviewing income, assets, debts, expenses and credit reports.
- Assisted clients with estate planning to organize distribution of assets based on client wishes.
- Advised clients on investments, retirement and estate planning.
- Monitored and updated financial plans to comply with client goals.
- Devised comprehensive financial plans for clients to achieve short and long-term financial goals.
- Updated clients on changes in tax laws and other regulations affecting investments.
- Advise clients on structuring and protecting their assets against life changing events.
Personal Wealth Manager
AIA Singapore Pte Ltd
08.2017 - 12.2017
- Presented financial plans and investment recommendations to clients.
- Monitored and updated financial plans to comply with client goals.
Executive Adviser
Nexus Financial Services Pte Ltd
05.2015 - 07.2017
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term relationships.
Executive Adviser
Zurich Insurance Singapore Pte Ltd
04.2012 - 05.2015
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Provided specialized financial planning support for clients with diverse portfolios and individual needs.
- Developed and maintained strong relationships with clients to maximize satisfaction.
- Researched current economic trends and investment opportunities to stay abreast of financial markets.
- Interviewed, recruited and trained new onboarding candidates.
Financial Consultant
Prudential Assurance Singapore Pte Ltd
07.2009 - 01.2012
- Researched and developed bundled products to maximize clients' savings and protecting their capital.
- Facilitated presentation and recommendation of services by optimizing client relationships.
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Maintained detailed records of customer information and policy sales
- Identify new business opportunities by creating call center team to generate cold call leads.
- Managed 56 fixed prospective appointments per week.
- Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.
- Developed phone sales presentations for prospective clients showing success and credibility of products.
- Trained team members on performance metrics and consumer behavior identification.
- Developed process controls and metrics for daily management of call center.
- Connected with prospective clients to set appointments.
- Followed up promptly with interested clients to close sales.
Digital Communications Team (DCT) Application Support Analyst
BP Singapore Pte Limited
11.2006 - 06.2009
- Provide day-to-day support to end-users mainly traders and operators.
- Coordinate application of patches, new code deployments and system changes in accordance with global change control standards.
- Provide support and expertise to project teams delivering application roll-outs.
- Ensure operational acceptance testing, support acceptance testing on new or modified application components are completed.
- Triage issues, coordinated issue tracking, managed man hours clocked.
- Ensure seamless integration of new system into production.
- Ensure clear and concise documentation for Production systems, processes and procedures
- Implemented business improvement projects.
- Translate business tracking issues into technical reporting solutions.
- Developed dashboard ticketing system to track, maintain and update trouble tickets.
- Collaborated with developers, analysts and project managers to expedite incident resolutions.
- Interfaced with customers and developers to diagnose problems and implement system requirements and solutions.
- Performed software application and disaster recovery testing to guarantee business readiness following fail-overs.
- Communicated and explained business requirements to team members to understand and implement functional demands.
Account Manager
Computer Sciences Corporation
05.2006 - 10.2006
- Developed and maintained strong working relationships with professionals within assigned territory.
- Service manage government business accounts.
- Single-handedly prepare tender materials.
- Prepare and conduct tender presentations.
- Liaise, collaborate and coordinate with technical solution managers and business managers on core business accounts.
- Set and exceeded company-defined sales goals.
Project Manager (Quote & Pricing)
Computer Sciences Corporation
05.2005 - 05.2006
- Remotely managed 4 developers from India, 3 business analysts from US and 4 core business users from US.
- Tracked project and team member performance closely to quickly intervene in mistakes or delays.
- Facilitated all requirements gathering with business and technical development team.
- Ensured completion of thorough, clear and timely documentation of solution requirements.
- Triaged issues, coordinated issue tracking, managed man hours clocked.
- Ensured seamless integration of new system into production.
- Coordinated with cross-functional teams to resolve project issues and mitigate risks.
- Monitored project performance to identify areas of improvement and make adjustments.
- Provided detailed project status updates to stakeholders and executive management.
Business Analyst (Supply Planning)
Computer Sciences Corporation
05.2005 - 05.2006
- Remotely managed 8 developers from India and main key business users in US.
- Solely responsible for developing test strategy, developing and executing unit test cases/scripts, developing and executing application test cases/scripts, developing and executing integrated test cases/scripts
- Conducted interviews with key business users to collect information on business processes and user requirements.
- Performed gap analysis to identify areas of improvement.
- Coordinated test strategies with business and technical development team.
- Remotely coordinated User Acceptance Testing with 10 business testers conducted in US.
- Triaged issues and executed issue tracking.
- Provided technical support for troubleshooting analytics and reporting issues.
Support Analyst APAC Team Lead (Supply Planning)
Computer Sciences Corporation
05.2005 - 05.2006
- Remote managed 2 Japan support engineers and 6 India support engineers.
- Ensured service delivery to expected requirements.
- Ensured quality of delivery of service for day-to-day operations, weekend support and month-end activities.
- Motivated and provided guidance to teammates.
- Managed and provided ongoing support for 6 Mission Critical Applications, 25 Supply Management Applications, 4 Operational Applications.
- Triaged outages, facilitated disaster recovery activities.
- Coordinated cross training of transition applications to different time zones.
- Monitored systems in operation and quickly troubleshot errors.
- Communicated with clients to verify root causes of computer problems.
- Analyzed and resolved user problems, using test scripts, personal expertise, and probing questions.
- Tracked and documented customer interactions in customer relationship management system to maintain accurate records.
- Responded to customer inquiries and provided technical assistance.
APAC ITAS Team Lead (Supply Management and Engineering)
Sun Microsystems Pte. Ltd.
02.2003 - 05.2005
- Remote managed 2 Japan support engineers.
- Managed and provided day-to-day support for 6 Mission Critical Applications, 25 Supply Management Applications, 11 Engineering Applications, 4 Operational Applications across Asia Pacific.
- Triaged outages, coordinate disaster recovery activities.
- Initiated global project on metrics measurement using People Soft time tracking tool saving company money.
- Led global project team of 17 members on metrics measurement for IT Support Service Delivery Levels.
- Participated in global SIGMA project on reduction of support engineers' time on handover across 5 function groups saving company money.
- Coordinated cross training of transition applications to different time zones.
APAC ITAS Team Member
Sun Microsystems Pte. Ltd.
08.2002 - 02.2003
- Provided support for ORACLE ERP Core Applications – Order Entry (OE) and Accounts Receivables (AR) for Asia Pacific countries.
- Coordinated and provided month-end and year-end period close activities across 3 time zones.
Order Management APAC IT Lead
Sun Microsystems Pte. Ltd.
05.2000 - 12.2002
- APAC IT Lead role in Sun's global initiative to replace all legacy systems worldwide.
- Assisted in presenting all APAC countries statutory business requirements.
- Evaluated all APAC business processes from 6 different countries.
- Ensured completion of thorough, clear and timely gap analysis documentation.
- Analyzed and developed business process workarounds and system enhancements.
- Solely responsible in implementing APAC statutory business processes.
- Part of core team responsible in testing all system enhancements and bug fixes.
- Part of transition team of 8 in training all other 120 APAC end users.
- In charge of all communication and transitional processes for new ORACLE global system into 6 different APAC countries.
- Triaged all issues during transition phase.
Y2K Reporting Team Lead
Sun Microsystems Pte. Ltd.
07.1998 - 09.2000
- Built strong relationships with customers through positive attitude and attentive response.
- Provided daily support for financial reporting systems used in Asia Pacific.
- Worked with business functional and technical teams to identify areas of improvement and devised solutions based on findings.
- Implemented new invoicing process in Australia and New Zealand.
Y2K Project Team Member (Reporting Section)
Sun Microsystems Pte. Ltd.
07.1998 - 05.1999
- Solely responsible in collecting and collating all business reporting requirements and user feedback across 12 countries worldwide.
- Designed and developed all 45 standard reports used worldwide using BrioQuery.
- Reported regularly to managers on project budget, progress and technical problems
- Analyzed project performance data to identify areas of improvement
Database Applications Engineer
Pacific Internet Pte. Ltd.
08.1996 - 06.1998
- Single-handedly developed account receivables system for Finance department from inception to implementation within timeline.
- Spearheaded development of accounts receivables system for Hong Kong Office.
- Project managed data migration of AR information from legacy system into ORACLE Account Receivables (AR) system project.
- Designed and developed credit management system using ORACLE Designer.
- Implemented process tracking system for GIRO customers.
Education
Bachelor of Science - Information Systems And Computer Science
National University of Singapore
Singapore01.1996
GCE 'A' Levels - Medicine (Pre-Medicine)
Anglo-Chinese Junior College
Singapore01.1992
GCE 'O' Levels -
Saint Nicholas Girls' School
Singapore01.1990
PSLE -
Fairfield Methodist Primary School
Singapore01.1986
Skills
- Client Rapport-Building
- Needs Assessment
- Gap Analysis
- Interpersonal Communications
- Critical Thinking
- ORACLE Forms I
- HTML
- XML
- Sybase
- Oracle 8i
- Oracle 9i
- Oracle 10i
- ORACLE Order Entry (OE)
Systems
Certification
Licensed Financial Services Sales Representative - 2007 to current
Associate Financial Planner (AFP)
Associate Chartered Financial Consultant (AFC)
Project Management Professional (PMP- certified by PMI)
Information Technology Infrastructure Library (ITIL)
ORACLE Statement Tuning
Sybase System and Database Administrator (DBA)
ORACLE Database Administrator (DBA)
Information Technology Experience Summary
Versatile professional with both technical knowledge and business knowledge. Keen sense of analyzing business process gaps and creating business workarounds or technical adjustments to achieve best results for end users. Ability to converse and relate to multiple cross functional teams across various countries. Sharp at translating business requirements to technical specifications and converting technical specifications to user trainings. Extreme logical thinking with broad spectrum considerations for all user testings. Excellent interpersonal communications skills and organized record keeping.
Soft Skills
Personable and versatile communicator sharp at observing and assessing gaps in needs and requirements. Quick thinker of creative out-of-the-box solutions.
Financial Planning Experience Summary
Hardworking, organized and driven professional with excellent interpersonal communication skill, able to connect with people from various backgrounds. Keen to analyze gaps and sharp at creating creative solutions to achieve best results for clients. Willingness to create avenues in identifying new business opportunities.
Awards include MDRT Qualifier, Top Unit Supervisor, Top 3 Producer, Top 3 Adviser
Affiliations
Volunteer
- Meet-the-People Session in Jurong GRC under Xie Yao Quan; writer for residents' needs and issues as well as handling financial aid matters to the residents.
- Women's Wing in charge of educating women in financial matters.
- Happy People Helping People - coordinate and distribute meals to low income cardboard collectors.
Timeline
Financial Services Consultant
Manulife Financial Advisers Pte Ltd
01.2018 - Current
Personal Wealth Manager
AIA Singapore Pte Ltd
08.2017 - 12.2017
Executive Adviser
Nexus Financial Services Pte Ltd
05.2015 - 07.2017
Executive Adviser
Zurich Insurance Singapore Pte Ltd
04.2012 - 05.2015
Financial Consultant
Prudential Assurance Singapore Pte Ltd
07.2009 - 01.2012
Digital Communications Team (DCT) Application Support Analyst
BP Singapore Pte Limited
11.2006 - 06.2009
Account Manager
Computer Sciences Corporation
05.2006 - 10.2006
Project Manager (Quote & Pricing)
Computer Sciences Corporation
05.2005 - 05.2006
Business Analyst (Supply Planning)
Computer Sciences Corporation
05.2005 - 05.2006
Support Analyst APAC Team Lead (Supply Planning)
Computer Sciences Corporation
05.2005 - 05.2006
APAC ITAS Team Lead (Supply Management and Engineering)
Sun Microsystems Pte. Ltd.
02.2003 - 05.2005
APAC ITAS Team Member
Sun Microsystems Pte. Ltd.
08.2002 - 02.2003
Order Management APAC IT Lead
Sun Microsystems Pte. Ltd.
05.2000 - 12.2002
Y2K Reporting Team Lead
Sun Microsystems Pte. Ltd.
07.1998 - 09.2000
Y2K Project Team Member (Reporting Section)
Sun Microsystems Pte. Ltd.
07.1998 - 05.1999
Database Applications Engineer
Pacific Internet Pte. Ltd.
08.1996 - 06.1998
Bachelor of Science - Information Systems And Computer Science
National University of Singapore
GCE 'A' Levels - Medicine (Pre-Medicine)
Anglo-Chinese Junior College
GCE 'O' Levels -
Saint Nicholas Girls' School
PSLE -
Fairfield Methodist Primary School
Licensed Financial Services Sales Representative - 2007 to current
Associate Financial Planner (AFP)
Associate Chartered Financial Consultant (AFC)
Project Management Professional (PMP- certified by PMI)
Information Technology Infrastructure Library (ITIL)
ORACLE Statement Tuning
Sybase System and Database Administrator (DBA)
ORACLE Database Administrator (DBA)
Similar Profiles
Wei Shing Jamie AngWei Shing Jamie Ang
Financial Consultant at Manulife Financial Advisers Pte.LtdFinancial Consultant at Manulife Financial Advisers Pte.Ltd
Ivan CheeIvan Chee
Senior Director, Financial Services at Great Eastern Financial Advisers Pte LtdSenior Director, Financial Services at Great Eastern Financial Advisers Pte Ltd
Chanel TanChanel Tan
Executive Secretary at Advisors Alliance Group (Representing AIA Financial Advisers Pte Ltd)Executive Secretary at Advisors Alliance Group (Representing AIA Financial Advisers Pte Ltd)