Joseph Lim Email & Phone Number
Director, Advisory @ finexis advisory Pte Ltd
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Joseph Lim Location
- Singapore
Joseph Lim Work
- Director, Advisory @ (September 2017 - Present)
- Deputy Director, Distribution @ (July 2014 - August 2017)
- Director, Advisory @ (November 2013 - June 2014)
- Assistant Vice President @ (October 2012 - October 2013)
- Branch Director (Joseph Lim Organisation) @ (April 2009 - September 2012)
- Branch Manager @ (April 2007 - March 2009)
- Assistant Branch Manager @ (April 2006 - March 2007)
- Financial Consultant @ (August 2005 - March 2006)
- Financial Consultant @ (July 2003 - July 2005)
- Insurance Advisor @ (July 2002 - June 2003)
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
Adelina Koh
Associate Director
Singapore
Joseph Lim
Director, Advisory
Singapore
Nydia Ow
Head Of Distribution
Singapore
Tay 戴嘉樂
Executive Financial Consultant
Singapore
Ernest Choy
Senior Branch Director
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Ivan Lee
Senior Executive
Singapore
Ser Sim
Branch Director
Singapore
Loke Ying
Financial Services Consultant
Singapore
Rachel Aw
Financial Planning Consultant
Singapore
Caden Chia
Branch Director
Singapore
Evon Lim
Chief Operating Officer
Singapore
Evon Ong
Distribution Manager
Singapore, SG
Kendrick Ng
Deputy CEO
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Warren Lim
Chief Executive Officer
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