Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic
Lim Tze Qing

Lim Tze Qing

Financial Consultant

Summary

Business (FinTech) Graduate | Financial Consultant AIA | Venture Capital Aspirant

Curious, adaptable professional with 3+ years of client-facing roles and a FinTech academic background, now exploring venture capital. While my hands-on experience is in financial advisory (AIA), I’m deeply fascinated by startups, innovation, and how capital fuels growth. Eager to learn VC fundamentals—market analysis, due diligence, and startup evaluation—through an internship or mentorship (flexible hours).

Why VC? I thrive at the intersection of finance, technology, and human behavior. My strengths lie in asking questions, synthesizing information, and building relationships—skills I want to refine to support founders and investors.

What I Offer:
✓ Financial Acumen: Experience advising clients on financial products (AIA) + FinTech coursework.
✓ Fast Learner: Proven ability to adapt across industries (mention sectors if relevant).
✓ Founder-Friendly Mindset: Empathetic listener and problem-solver

Timeline:

  • Now → 2026: Learn VC basics via internship while fulfilling my AIA commitments.
  • Post-2026: Transition full-time into VC (if it’s the right fit).

Overview

4
4
years of professional experience
1
1
Certification

Work History

Financial Consultant

AIA Singapore
08.2024 - Current
  • Increased client satisfaction by providing personalized financial advice and investment recommendations.
  • Led workshops on personal finance topics to educate community members about effective money management practices.
  • Expanded client base through targeted marketing efforts and referrals from satisfied customers.
  • Educated clients on various investment options, empowering them to make informed decisions about their finances.
  • Assisted clients during major life events, such as retirement planning or wealth transfer, preserving financial stability throughout transitions.
  • Built strong relationships with clients through consistent communication and exceptional customer service.

International Payroll Associate

IiPay
07.2023 - 07.2024
  • Identified opportunities for process improvements within the payroll system, leading to increased operational efficiency.
  • Stayed up-to-date on relevant tax laws, ensuring accurate withholding calculations for federal and state taxes.
  • Resolved payroll discrepancies promptly, addressing clients concerns efficiently and professionally.
  • Contributed to the development of new payroll policies by providing insights from practical experience.
  • Ensured timely payments for clients through meticulous monitoring of deadlines and submission schedules.

Payroll Accountant

Workato
08.2022 - 06.2023
  • Streamlined payroll processes by implementing efficient software and automation tools.
  • Reduced errors in payroll processing by conducting thorough audits and reconciliations of records.
  • Maintained compliance with federal, state, and local tax regulations by staying up-to-date on changes and adjusting payroll systems accordingly.
  • Maintained strict confidentiality of sensitive employee information by adhering to stringent data protection policies and best practices.
  • Simplified recordkeeping practices, utilizing digital storage solutions to maintain accurate historical data while saving time searching for files.
  • Collaborated with HR department to ensure smooth onboarding of new hires, setting up employee profiles in the payroll system.

Sales & Account Admin Executive

Wise Safety & Health Pte Ltd
12.2021 - 07.2022
  • Collected data, input records, and protected electronic files.
  • Scheduled appointments and meetings, organized materials and prepared rooms.
  • Implemented document management system that streamlined filing processes and facilitated easy retrieval of information.
  • Reduced operational costs with thorough budget analysis and expense tracking, optimizing resource allocation.
  • Improved customer satisfaction by promptly addressing inquiries and resolving issues in a timely manner.
  • Managed high-level executive calendars, prioritizing appointments and meetings to optimize time management.
  • Managed daily office operations, negotiated contracts, managed vendor relations and acted as primary liaison with outside organizations.
  • Answered high volume of phone calls and email inquiries.

Education

BBA - Business Studies (FinTech)

University College Dublin
Singapore
04.2001 -

Skills

Insurance planning

Mutual funds

Investment strategies

Portfolio management

Wealth management

Multitasking and organization

Critical thinking

Verbal and written communication

Sales follow-up

Certification

IBF Certified Level 1

Timeline

IBF Certified Level 1

12-2024

Financial Consultant

AIA Singapore
08.2024 - Current

International Payroll Associate

IiPay
07.2023 - 07.2024

Payroll Accountant

Workato
08.2022 - 06.2023

Sales & Account Admin Executive

Wise Safety & Health Pte Ltd
12.2021 - 07.2022

BBA - Business Studies (FinTech)

University College Dublin
04.2001 -

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