Jia Ying Hazel Lim
Summary
Dynamic financial professional at Alpha Wealth Financial Services, excelling in strategic planning and customer service. Skilled in crafting tailored financial plans and enhancing client relationships, and portfolio growth. Fluent in English and Mandarin, with expertise in Microsoft Office. Mentoring peers and driving business expansion through strategic client engagement.
Overview
14
14
years of professional experience
Work History
Financial Services Manager
Alpha Wealth Financial Services
07.2023 - 02.2025
- Analyze the personal insurance needs of clients to recommend suitable insurance products
- Provide customer service to existing clients while simultaneously marketing and prospecting new business and organic growth
- Mentored junior team members to develop their skills in investment analysis, client relationship management, and sales techniques.
Wealth Manager
Professional Investment Advisory Services
04.2020 - 04.2023
- Designed custom-tailored portfolios based on individual client needs, risk tolerance levels, time horizons, financial objectives.
- Cultivated strong relationships with clients through regular communication and in-person meetings to review progress toward financial goals.
Financial Planner
Axa Insurance
04.2015 - 12.2019
- Drafted comprehensive financial plan to offer recommendations and supporting data.
- Continuously updated industry knowledge through professional development opportunities and staying abreast of market trends.
- Provided exceptional customer service, fostering positive word-of-mouth referrals from satisfied clients.
Customer Relationship Executive
Maybank
10.2010 - 08.2014
- Strengthened customer relationships by providing timely and accurate information on customers' enquiries for all banking products and services
- Provide leads for sales opportunities to other departments
Education
Bachelor in Business Management - Business
Singapore Institute of Management
05-2010
Diploma in Business -
Temasek Polytechnic
05-2004
Skills
- Customer service
- Strategic planning
- Cash flow management
- Fluent in written and spoken English and Mandarin
- Proficient in Microsoft Office
Timeline
Financial Services Manager
Alpha Wealth Financial Services
07.2023 - 02.2025
Wealth Manager
Professional Investment Advisory Services
04.2020 - 04.2023
Financial Planner
Axa Insurance
04.2015 - 12.2019
Customer Relationship Executive
Maybank
10.2010 - 08.2014
Bachelor in Business Management - Business
Singapore Institute of Management
Diploma in Business -
Temasek Polytechnic
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