Winnie Lim Email
Head of Client Relationship @ JTC KENSINGTON
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Winnie Lim Location
- Singapore
Winnie Lim Work
- 2022 -now Head of Client Relationship @
- 2021 -2022 Head of High Net Worth @
- 2018 -2021 Specialist Partner - Legacy Planning @
- 2017 -2018 Associate Director - Private Client Services (NBFI) @
- 2015 -2016 Associate Director - EAM @
- 2011 -2015 VP - Senior Relationship Manager - External Asset Managers (EAM Desk) @
- 2006 -2011 Manager - Private Clients - Trust Advisory (f.k.a. Equity Trust) @
- 2006 -2009 Manager - International Incorporations (Equity Trust n.k.a. TMF Group) @ Equity Trust
- 2003 -2005 Marketing Executive @
Winnie Lim Education
- Wealth Management Institute 2010-2010
- University of Western Sydney
Bachelors (Marketing, Commerce)
2004 - St. Margaret's Secondary School 1991-1994
- Singapore College of Insurance
Winnie Lim Skills
- Alternative Investments
- Estate Planning
- Financial Advisory
- Banking
- Public Speaking
- Private Clients
- Wealth Management Services
- Portfolio Management
- Investments
- Relationship Management
- Business Development
- Advisory
- Negotiation
- Investment Advisory
- Financial Services
- Asset Managment
- Wealth Management
- Equities
- Mutual Funds
- High Net Worth Individuals
- Asset Management
- Credit
- Wealth
- Private Banking
- Trust Services
Winnie Lim Summary
- Winnie Lim, based in Singapore, is currently a Head of Client Relationship at JTC KENSINGTON. Winnie Lim brings experience from previous roles at finexis advisory Pte Ltd, St. James’s Place Wealth Management, JLT Asia and Bank of Singapore, Asia's Global Private Bank. Winnie Lim holds a 2010 - 2010 Wealth Management Institute. With a robust skill set that includes Alternative Investments, Estate Planning, Financial Advisory, Banking, Public Speaking and more. Winnie Lim has 1 emails on RocketReach.
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Raymond Wong
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James Murden
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