Nelson Lim

UOB / Relationship Manager (Wealth Banking)

Nelson Lim

UOB / Relationship Manager (Wealth Banking)

Hougang New Town

Nelson Lim

UOB / Relationship Manager (Wealth Banking)

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2019年9月
-
現在

UOB

2 years

Relationship Manager (Wealth Banking)
現在

2019年9月 -

現在

1) Building relationship with portfolio of client banking with UOB 2) Provide advice and solutions to clients to meet their financial goals

UOB

Relationship Manager (Wealth Banking)

2019年9月 -

現在

1) Building relationship with portfolio of client banking with UOB 2) Provide advice and solutions to clients to meet their financial goals

2017年1月
-
2019年3月

AIA Singapore

3 years

Senior Premier Sales Consultant

2017年1月 - 2019年3月

1) Engage in high volume sales calls as well as providing consultative selling to find the most suitable product for the client to achieve their financial goals 2) Utilising face-to-face sales meeting to understand client's financial objective and presenting suitable solutions 3) Mentoring and managing 2 financial sales consultants in helping them achieve their sales targets as well as planning for sales activities to ensure targets are met

AIA Singapore

Senior Premier Sales Consultant

2017年1月 - 2019年3月

1) Engage in high volume sales calls as well as providing consultative selling to find the most suitable product for the client to achieve their financial goals 2) Utilising face-to-face sales meeting to understand client's financial objective and presenting suitable solutions 3) Mentoring and managing 2 financial sales consultants in helping them achieve their sales targets as well as planning for sales activities to ensure targets are met

2016年1月
-
2016年12月

Abacus Asia Wealth Management

1 year

Assistant Manager

2016年1月 - 2016年12月

- Assist Executive Director and Relationship Managers in their daily trade reporting to clients, managing their client's trade records for trade monitoring, managing trade blotters and confirmations - Assist Chief Investment Officer in his report, managing data for monthly analysis advice, doing up presentation deck for clients

Abacus Asia Wealth Management

Assistant Manager

2016年1月 - 2016年12月

- Assist Executive Director and Relationship Managers in their daily trade reporting to clients, managing their client's trade records for trade monitoring, managing trade blotters and confirmations - Assist Chief Investment Officer in his report, managing data for monthly analysis advice, doing up presentation deck for clients

2014年3月
-
2015年7月

FOX SPORTS Asia

1 year

Traffic and Presentation Executive & Programmer

2014年3月 - 2015年7月

- Strategic placement of commercials to exceed client’s expectations - Researching of client’s product to gather target’s viewing pattern - Prioritising clients according to sales obligations, and market accordingly - Analyse TV ratings and present report to company for business developments - Reconciliation to ensure compliance of planned advertising strategy and client’s request

FOX SPORTS Asia

Traffic and Presentation Executive & Programmer

2014年3月 - 2015年7月

- Strategic placement of commercials to exceed client’s expectations - Researching of client’s product to gather target’s viewing pattern - Prioritising clients according to sales obligations, and market accordingly - Analyse TV ratings and present report to company for business developments - Reconciliation to ensure compliance of planned advertising strategy and client’s request