Gwyneth Lim
Summary
Driven individual who is highly coachable and has a great passion for the finance industry. I am confident to be of added value to your team with my hardwork and commitment.
Overview
4
4
years of professional experience
Work History
Intern
PINNACLE FINANCIAL GROUP (Representing Great Eastern Financial Advisors)
03.2023 - 07.2023
- Understudy team of Financial Consultants and Senior Manager on full spectrum of Financial Planning
- Investment Analytics - understanding various market trends, unit trusts funds, and the details of each funds
- Risk Management - understanding insurance and various products and how it is important to be an aspect of financial planning as a whole.
- Wealth Accumulation - the difference between lower risks products and higher risk funds (Knowledge on inflation and how it can hedge)
- Policy Summary for clientele - understanding this as a client's after-service and how it is important for a lifelong journey of plannings for the clients
- Planning of Events for client acquisition of Financial Consultants - "Cashflow Boardgame" by Robert Kiyosaki (Author of: Rich Dad, Poor Dad)
- Team bonding for the team
- General Administration assistance to Senior Manager and the Team
- Any ad-hoc duties assigned
Intern
Jeweluxe Pte Ltd
12.2019 - 02.2021
- Database management and proper documentation
- Interacted with external vendors by phone, email, or in-person to provide information.
- Any ad-hoc duties assigned
Education
Diploma - Business
Temasek Polytechnic
04.2023
Skills
- Effective communication skills
- Events planning and coordination skills
- Microsoft Office (MS Excel, Powerpoint, Word)
- Able to speak and write efficiently: English & Chinese
Volunteer & Community Services
- Bishan Community Event 2020 - Volunteer at the Craft booth Red Hill Event 2019
- The Kampong Millennial Event - Volunteer at the Food booth
- EVM Cares 2019 - Volunteer
- Kim Seng CC Event 2019 - Volunteer at the Nation Building booth
- Flag Day with Boys Town 2018 - Volunteer to help raise funds for Boys Town at Little India
- SPD Flag Day 2017 - Volunteer to help raise funds for SPD
Timeline
Intern
PINNACLE FINANCIAL GROUP (Representing Great Eastern Financial Advisors)
03.2023 - 07.2023
Intern
Jeweluxe Pte Ltd
12.2019 - 02.2021
Diploma - Business
Temasek Polytechnic
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