Author: evelynlim

With over 23 years of experience in the financial industry, Evelyn started her career with Citibank with her last role as Senior Client advisor (Vice President Il at UOB Private Wealth), managing a portfolio of high net worth and ultra high net worth clients. Evelyn is passionate about providing investment advisory and wealth management solutions to high net worth individuals and families, helping them to achieve their financial goals and securing their legacy. After 20 years of banking experience, Evelyn decided to take on a new challenge of building and grooming a team from scratch. Currently, Evelyn is an Assistant Vice President with Summit Planners Pinnacle and Manulife Financial Advisor, leading her team of Financial advisors to offer global estate planning and asset structuring in Singapore. She will be leveraging on her expertise on Relationship and Wealth Management (from UAE, CHINA and SINGAPORE markets), Estate planning and extensive knowledge in financial products to design and implement customised, tax-efficient solutions for clients across different jurisdictions and generations. She will be more than willing to share her expertise on wealth management. If you have any queries on financial products or are keen to explore a career in financial planning, feel free to reach out!