Jerald Lim

Wealth Management Analyst at Bank of Singapore, Asia's Global Private Bank
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Contact Information
us****@****om
(386) 825-5501
Location
Singapore, SG

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Credentials

  • Client Advisor Competency Standards (CACS) Paper 1 & 2
    IBFSG - The Institute of Banking & Finance Singapore
    Aug, 2022
    - Nov, 2024

Experience

  • Bank of Singapore, Asia's Global Private Bank
    • Singapore
    • Financial Services
    • 700 & Above Employee
    • Wealth Management Analyst
      • Jul 2022 - Present

      Investment Advisory Solutions, Structured Products Investment Advisory Solutions, Structured Products

  • UOB
    • Singapore
    • Banking
    • 700 & Above Employee
    • Bank Associate
      • Jun 2021 - Jan 2022

      • Evaluated funds from a qualitative and quantitative perspective through utilization of excel quant models and engagement with fund portfolio managers and investment strategists during the entire due diligence process • Performed research on different investment ideas and created a slide deck for a thematic fund launch • Contributed to the improvement of data management by applying formulas and macros in Microsoft Excel and utilized Morningstar Direct and Bloomberg to extract and furnish data for the inhouse risk rating process • Oversee the end-to-end process on fund launch on UOB’s platform through liaising with various stakeholders Show less

  • ExxonMobil
    • Oil and Gas
    • 700 & Above Employee
    • Applications Engineer
      • Aug 2020 - Jan 2021

      • Collaborated with various engineers to improve real time optimization of plant processes • Implemented a program in Microsoft Excel to generate daily reports for Business Units to use to maximize cost savings and revamped user manual for use of the program • Improved different simulation models to better reflect plant processes and enhance the accuracy of how different factors affect final costs savings • Collaborated with various engineers to improve real time optimization of plant processes • Implemented a program in Microsoft Excel to generate daily reports for Business Units to use to maximize cost savings and revamped user manual for use of the program • Improved different simulation models to better reflect plant processes and enhance the accuracy of how different factors affect final costs savings

  • Evoqua Water Technologies
    • United States
    • Environmental Services
    • 700 & Above Employee
    • Research Assistant
      • May 2019 - Aug 2019

      • Built test modules and conducted over 20 different experiments to determine the performance of various subblocks in the purification of seawater through Electrodialysis • Collaborated with 4 other research engineers to facilitate the running of lab scale experiments which include preparation work, running the experiments and proper cleanup • Improved the data analysis process through implementation of a program written in Microsoft Excel • Built test modules and conducted over 20 different experiments to determine the performance of various subblocks in the purification of seawater through Electrodialysis • Collaborated with 4 other research engineers to facilitate the running of lab scale experiments which include preparation work, running the experiments and proper cleanup • Improved the data analysis process through implementation of a program written in Microsoft Excel

  • Republic of Singapore Air Force
    • Singapore
    • Armed Forces
    • 700 & Above Employee
    • Airforce Instructor Assistant
      • Jun 2015 - Apr 2017

      • Designed a new training outline that was implemented in 2017 for Air Force Controllers to ensure that each batch of 20 Officer Cadets were equipped with the necessary skills to excel in their respective squadrons. • Collaborated with 2 regulars to devise the program framework for a National Education trail that is conducted thrice a year on a Command level. The event saw a turnout of more than 150 personnel when it made its debut in 2016. • Designed a new training outline that was implemented in 2017 for Air Force Controllers to ensure that each batch of 20 Officer Cadets were equipped with the necessary skills to excel in their respective squadrons. • Collaborated with 2 regulars to devise the program framework for a National Education trail that is conducted thrice a year on a Command level. The event saw a turnout of more than 150 personnel when it made its debut in 2016.

  • Singapore Prison Service
    • Singapore
    • Security and Investigations
    • 400 - 500 Employee
    • Administrative Officer
      • Jan 2015 - Mar 2015

      • Liaised with external vendors to plan a ceremony for inmates for their participation in self-upgrading activities which saw a total of 200 attendees including family members of inmates • Managed logistical requirements and welfare of 200 office personnel • Liaised with external vendors to plan a ceremony for inmates for their participation in self-upgrading activities which saw a total of 200 attendees including family members of inmates • Managed logistical requirements and welfare of 200 office personnel

Education

  • National University of Singapore
    Bachelor of Business Administration - BBA, Finance, General
    2017 - 2022
  • National University of Singapore
    Bachelor of Engineering - BE, Chemical Engineering
    2017 - 2022
  • National Junior College
    2009 - 2014

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