Evelyn Lim

Vice President, Financial Services

Summit Planners Pinnacle

representing
Manulife Financial Advisers Pte Ltd.

RNF No: LSL200242314

Evelyn Lim

Vice President, Financial Services

Summit Planners Pinnacle

representing
Manulife Financial Advisers Pte Ltd.
RNF No: LSL200242314

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With over 25 years of experience in the financial industry, Evelyn has built a strong foundation in wealth management and client advisory. She began her career at Citibank and previously served as a Senior Client Advisor at UOB Private Wealth, where she supported clients across various markets.

Currently, Evelyn leads a team of 9 financial advisers in Singapore and has extensive experience in estate planning and asset structuring. In her previous roles, she supported clients with international financial needs across jurisdictions such as the UAE, China, and Singapore. She works closely with clients to develop tailored strategies that align with their financial goals and succession planning needs.

Professional Milestones:

  • – MDRT Member (2024)
  • – Court of the Table (COT) Qualifier (2025)
  • – TOT of the table (2026)
  • – Chartered Estate Planner advisor (CEPA)


Important Notes::

  1. Manulife Financial Advisers Pte Ltd is a financial adviser licensed by the Monetary Authority of Singapore. Please refer to https://eservices.mas.gov.sg/fid/institution/detail/200255-MANULIFE-FINANCIAL-ADVISERS-PTE-LTD
  2. You can visit the website of Manulife Financial Advisers Pte. Ltd. at https://manulifefa.com.sg/
  3. Investment carries certain risks. You should not just rely on results as an indication of your financial needs. You should understand and familiarize yourself with any investment and the associated risks before investing. You are also recommended to seek professional advice.
  4. Some of the contents pertain to information or services from a person or company and is unrelated to Manulife Financial Advisers Pte Ltd (“Manulife FA”). For the avoidance of doubt, such information or services are not provided by Manulife FA and is accordingly indicated.