Joshua Lim
Summary
Highly motivated person who is willing to learn and adapt. Able to lead his peers, having effective communication skills and understanding towards his peers. Striving for the best and never settlings for minimum results.
Overview
2
2
years of professional experience
Work History
Commando
SAF
05.2021 - 04.2023
- Proved successful working within tight deadlines and a fast-paced environment.
- Executed tactical operations with accuracy and control.
- Handled administrative requirements, maintained records and submitted operational reports.
- Trained and mentored personnel in combat operations and tactics.
- Monitored and assessed mission progress and provided updates to command.
- Led team in developing strategic plans to meet operational objectives.
Financial Advisor
Alpha Wealth Financial Advisory PTE LTD
08.2023 - Current
- 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 accounts.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed comprehensive retirement planning strategies to help clients maximize retirement savings.
- Worked with clients to support understanding of rationale and details of financial strategies.
Education
High School Diploma -
Republic Polytechnic
Singapore04.2021
Skills
- Managing Wealth
- Stock Market Understanding
- Sales Expertise
- Financial Knowledge
- Leadership
- Adapting
- Music Production
Music production
I have been producing music since 2018, self learning everything by watching youtube videos.
Timeline
Financial Advisor
Alpha Wealth Financial Advisory PTE LTD
08.2023 - Current
Commando
SAF
05.2021 - 04.2023
High School Diploma -
Republic Polytechnic
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