Casmond Lim, MBA, ChFC®AEPP®
NUS School of Continuing and Lifelong Education (SCALE)
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Casmond Lim, MBA, ChFC(r)AEPP(r) is a highly experienced professional with over 20 years of work experience. He has a strong background in wealth management, sales management, and business operations. Casmond is a chartered financial consultant based in Singapore. He has worked in various roles, including Senior Investment Advisor, Service Advisor, Director, and Estate & Succession Practitioner. Casmond is known for his ability to design and develop training programs for new and existing staff, analyze sales trends, and conduct orientations. He is also skilled in conducting field coaching and promoting teamwork.
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About
A self-motivated trainer and coach, working with HQ to design and develop training programmes for both new and existing staff. Deliver sales training for all sales teams and conduct orientation for new staff. Analyzing sales trend and working closely with sales personnel to identify and overcome their challenges. Improve and monitor training effectiveness Conduct field coaching at all outlets. Inspire and motivate staff to increase their overall performance and ensure they are equip with the right skills to achieve their targets and goals.
...See MoreWork Experience
Director
Retail
Casmond Lim, MBA, ChFC®AEPP®'s Professional Milestones
- Treasures Relationship Manager (2006-09-01~2007-12-01): Building strong partnerships and fostering relationship building for enhanced organizational motivation and success.
- Personal Financial Consultant (2003-09-01~2004-08-01): Guided clients through complex financial challenges, delivering valuable insights and contributing to their financial success.
Education
Skill
Wealth Management
Sales Management
Business Operations
Subject Matter Experts
Chartered Financial Consultant
Published Author
Business Development
Personal Financial Planning
Engaging Public Speaker
Coaching
Business Consultant
Trainer
Compliance
Auditing
Financial Advisory
Investments
Certification
Colleagues
Other Named Casmond Lim, MBA, ChFC®AEPP®
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Casmond Lim, MBA, ChFC®AEPP® works for Pioneer Mart
Casmond Lim, MBA, ChFC®AEPP®'s role in Pioneer Mart is Director
Casmond Lim, MBA, ChFC®AEPP® works in the industry of Retail
Casmond Lim, MBA, ChFC®AEPP®'s colleagues are Casmond Lim, MBA, ChFC®AEPP®
Casmond Lim, MBA, ChFC®AEPP®'s latest job experience is Director at Pioneer Mart
Casmond Lim, MBA, ChFC®AEPP®'s latest education in NUS School of Continuing and Lifelong Education (SCALE)