Kristen Lim

Director at Great Eastern Financial Advisers Private Limited
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Contact Information
us****@****om
(386) 825-5501
Location
SG
Languages
  • English -
  • Chinese -
  • Hokkien -

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Credentials

  • Chartered Financial Consultant (ChFC)
    IFPAS - INSURANCE AND FINANCIAL PRACTITIONERS ASSOCIATION OF SINGAPORE (OFFICIAL)
    Nov, 2020
    - Nov, 2024
  • IBF Advanced (IBFA) Level 3
    IBFSG - The Institute of Banking & Finance Singapore
    Jan, 2020
    - Nov, 2024
  • Certified Financial Planner (CFP)
    FPAS - Financial Planning Association of Singapore
    Jun, 2012
    - Nov, 2024

Experience

  • Great Eastern Financial Advisers Private Limited
    • Singapore
    • Financial Services
    • 700 & Above Employee
    • Director
      • Apr 2008 - Present

      Chartered Financial Consultant (Masters Equivalent) | IBF Advanced Level 3 (IBFA) | Agency Management Training Course (AMTC) • Oversee and conduct training for new agents • Successfully groomed a team of MDRT agent( 50% of the whole team have achieved) • Established close relationships with clients, amassing a clientele base of about 450 • Specialised in a methodology to assist clients to achieve all their dreams and financial goals all at once • Million Dollar Round Table (MDRT) for 7 years • Achieved Court of the Table (COT) in 2020 • Life member of GE Life Achievers Club (GELAC) Show less

  • Advisors' Clique
    • Singapore
    • Financial Services
    • 100 - 200 Employee
    • Director
      • Apr 2008 - Present

      Advisors’ Clique (AC) is a group of financial consultants representing Great Eastern Financial Advisers Private Limited (GEFA). GEFA is a wholly owned subsidiary of Great Eastern Holdings Pte Ltd, a member of the OCBC Group. Founded in 2001, AC is now a group of close to 1000 financial consultants with a strong culture and unique identity. Advisors’ Clique (AC) is a group of financial consultants representing Great Eastern Financial Advisers Private Limited (GEFA). GEFA is a wholly owned subsidiary of Great Eastern Holdings Pte Ltd, a member of the OCBC Group. Founded in 2001, AC is now a group of close to 1000 financial consultants with a strong culture and unique identity.

  • SAL ADVISORY PTE. LTD.
    • Singapore
    • Director
      • Aug 2022 - Present

  • C Melchers & Co
    • United States
    • Oil and Gas
    • Marketing Executive
      • Jul 2007 - Aug 2008

      • Managed 13 points of sales & a team of 10 promoters marketing household products • Coordinated promotional events to strengthen brand presence, resulting in 20% sales growth • Managed 13 points of sales & a team of 10 promoters marketing household products • Coordinated promotional events to strengthen brand presence, resulting in 20% sales growth

Education

  • Insurance and Financial Practitioners Association of Singapore (IFPAS)
    Chartered Financial Consultant (ChFC/S), Finance and Financial Management Services
    2020 - 2020
  • Financial Planning Association of Singapore (FPAS)
    Business Succession Planning, Finance and Financial Management Services
    2015 - 2016
  • Insurance and Financial Practitioners Association of Singapore (IFPAS)
    Certified Financial Planner
    2009 - 2012
  • Singapore Institute of Management
    Bachelor of Business Administration (B.B.A.), Business/Commerce, General
    2005 - 2007

Community

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