Dickson Lim

Director of Sales at Manulife Financial Advisers Pte Ltd
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Contact Information
us****@****om
(386) 825-5501
Location
Singapore, Singapore, SG

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Bio

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Experience

  • Manulife Financial Advisers Pte Ltd
    • Singapore
    • Financial Services
    • 700 & Above Employee
    • Director of Sales
      • Jul 2022 - Present

      Focused financial advisory for HNW and UHNW clients. | Achieved 4 X TOT in a month | Focused financial advisory for HNW and UHNW clients. | Achieved 4 X TOT in a month |

  • Citi
    • United States
    • Financial Services
    • 700 & Above Employee
    • Citigold Relationship Manager
      • Oct 2018 - Jun 2022

      Provide full-suite wealth management portfolios for high-value clients, consisting of investment loans, investments and insurance-backed products. Provide full-suite wealth management portfolios for high-value clients, consisting of investment loans, investments and insurance-backed products.

  • DBS Bank
    • Singapore
    • Banking
    • 700 & Above Employee
    • Senior Wealth Planning Manager
      • Mar 2018 - Oct 2018

      Providing professional financial advice and wealth management solutions to clients.Managing investment portfolios and estate planning.Fostering long term relationship with clients and value adding to their banking and investing journey.

    • Relationship Manager
      • Oct 2016 - Mar 2018

Education

  • University of London
    Business/Commerce, General
  • Singapore Institute of Management
    Business
  • Nanyang Junior College
    2005 - 2006

Community

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