Joseph Lim Email & Phone Number
Director, Advisory @ finexis advisory Pte Ltd
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Joseph Lim Location
- Singapore
Joseph Lim Work
- 2017 -now Director, Advisory @
- 2014 -2017 Deputy Director, Distribution @
- 2013 -2014 Director, Advisory @
- 2012 -2013 Assistant Vice President @
- 2009 -2012 Branch Director (Joseph Lim Organisation) @
- 2007 -2009 Branch Manager @
- 2006 -2007 Assistant Branch Manager @
- 2005 -2006 Financial Consultant @
- 2003 -2005 Financial Consultant @
- 2002 -2003 Insurance Advisor @
Joseph Lim Education
- NUS Business School Executive Education
Fintech: Innovation and Transformation in Financial Services (Banking and Financial Support Services)
2022-2022 - Nanyang Technological University Singapore
B.Acc (Accountancy)
1999-2002 - Hwa Chong Institution 1995-1996
Joseph Lim Skills
- Retirement Planning
- Finance
- Succession Planning
- Estate Planning
- Investments
- Wealth Management
- Risk Management
- Financial Planners
- Investment Advisory
- Strategic Financial Planning
- Financial Advisory
- Portfolio Management
- Wealth
- Insurance
- Asset Management
- Wealth Management Services
- Mutual Funds
- Financial Planning
- Public Speaking
- Strategic Planning
- Organizational Development
- Strategic Financial
- Microsoft Office
- Leadership
Joseph Lim Summary
- Joseph Lim, based in Singapore, is currently a Director, Advisory at finexis advisory Pte Ltd. Joseph Lim brings experience from previous roles at finexis advisory Pte Ltd. Joseph Lim holds a 2022 - 2022 Fintech: Innovation and Transformation in Financial Services in Banking and Financial Support Services @ NUS Business School Executive Education. With a robust skill set that includes Retirement Planning, Finance, Succession Planning, Estate Planning, Investments and more. Joseph Lim has 1 emails and 1 mobile phone numbers on RocketReach.
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Top finexis advisory Pte Ltd Employees
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Associate Director
Singapore
Nydia Ow
Head Of Distribution
Singapore
Bernice Lee
Senior Financial Consultant
Singapore
Tay 戴嘉樂
Executive Financial Consultant
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Ivan Lee
Senior Executive
Singapore
Loke Ying
Financial Services Consultant
Singapore
Rachel Aw
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Candice Wong
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Evon Lim
Chief Operating Officer
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Evon Ong
Distribution Manager
Singapore, SG
Wei Ang
Associate Director
Singapore
Kendrick Ng
Deputy CEO
Singapore
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