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 @ (September 2015 - March 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 - September 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
- 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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