Winnie Lim Email
Head of Client Relationship @ JTC KENSINGTON
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Winnie Lim Location
- Singapore
Winnie Lim Work
- Head of Client Relationship @ (August 2022 - Present)
- Head of High Net Worth @ (May 2021 - July 2022)
- Specialist Partner - Legacy Planning @ (October 2018 - May 2021)
- Associate Director - Private Client Services (NBFI) @ (April 2017 - June 2018)
- Associate Director - EAM @ (January 2015 - January 2016)
- VP - Senior Relationship Manager - External Asset Managers (EAM Desk) @ (September 2011 - September 2015)
- Manager - Private Clients - Trust Advisory (f.k.a. Equity Trust) @ (January 2006 - January 2011)
- Manager - International Incorporations (Equity Trust n.k.a. TMF Group) @ Equity Trust (January 2006 - January 2009)
- Marketing Executive @ (September 2003 - September 2005)
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
- Anti-Money Laundering
- Asset Management
- Asset Managment
- Banking
- Business Development
- Client Onboarding
- Equities
- Estate Planning
- Financial Advisory
- Financial Services
- High Net Worth Individuals
- Insurance
- Investment Advisory
- Investments
- Marketing Strategy
- Mutual Funds
- Negotiation
- Portfolio Management
- Private Banking
- Private Clients
- Public Speaking
- Relationship Management
- Succession Planning
- Trust Services
- Trust advisory
- Wealth
- Wealth Management
- Wealth Management Services
- Advisory
- Credit
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, Anti-Money Laundering, Asset Management, Asset Managment, Banking and more. Winnie Lim has 1 emails on RocketReach.
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Top JTC KENSINGTON Employees
Stanley Chan
Managing Director
Hong Kong
Lay Ng
Founder and Non-Executive Director
Labuan Federal Territory, Malaysia
Lee Cheng
Account Executive
Singapore
Winnie Lim
Head of Client Relationship
Singapore
Raymond Wong
Founder and Regional Managing Director
Kuala Lumpur, Wilayah Persekutuan Kuala Lumpur, MY
Gloria Shum
Associate Director
Hong Kong
Irene See
Trust Director
Singapore
Anna Tong
Manager - Trust Administration
Hong Kong
Nurhidayah Senin
Trust Accountant
Singapore
Meng Lee
Chief Operating Officer
Singapore
Nuri Hamzah
Compliance Executive
Singapore
James Murden
Managing Director - New Zealand
Auckland, NZ
Dyanne Yeo
Account Executive
Singapore
Izzah Najihah
Accounts Assistant
Labuan, MY
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