HNW and Affluent Marketing - Customer Marketing @ (May 2023 - August 2025)
Partnership and Marketing @ (May 2022 - April 2023)
High Net Worth - Tied Distribution @ (August 2020 - April 2022)
High Net Worth - Marketing @ (February 2018 - August 2020)
Team Manager, AVP @ (July 2017 - February 2018)
Bancassurance Specialist @ (June 2013 - June 2017)
Executive Life Planner @ (February 2008 - June 2013)
Fanny Lim Education
Wealth Management Institute (WMI)
Certificate (Family office)
2022
Singapore College of Insurance
Chartered Financial Consultant (ChFC)
2010-2013
National University of Singapore
Bachelor of Science (B.Sc.) (Applied Mathematics)
2005-2008
Fanny Lim Skills
Financial Advisory
Personal Finance
Personal Coaching
Sales
Health Insurance
Finance
Retirement
Bancassurance
Field Work
Insurance
Assessment
Retirement Planning
Wealth Management
Life Insurance
Mutual Funds
Wealth Management Services
Universal Life
Fanny Lim Summary
Fanny Lim, based in Singapore, is currently a AIA Vitality Marketing and Partners Strategy at AIA Singapore. Fanny Lim brings experience from previous roles at AIA Singapore and Sun Life. Fanny Lim holds a Certificate in Family office @ Wealth Management Institute (WMI). With a robust skill set that includes Financial Advisory, Personal Finance, Personal Coaching, Sales, Health Insurance and more. Fanny Lim has 2 emails on RocketReach.
Looking for a different Fanny Lim?
Find contact details for 700 million professionals.