FRANCESCO LIM
Senior Personal Wealth Manager
Senior Personal Wealth Manager
Year Joined: 2017
Years of Experience: 5-10 years
Education: Degree in Computing & Business
Previous Profession: Franchisor and Retailer
Notable Achievements: Centurion, MDRT, Senior PWM
Specialisations: Financial Planning, Legacy Planning
Specialisations: Financial Planning, Legacy Planning
Hobbies: Meditating with my daughter
I was formerly a self-employed franchisor and retailer at outlets with Singapore and China. As a mother of two, however, I wanted to spend more time with my family in Singapore. I saw how my husband, as a Financial Services Associate Director at Win Financial, had helped many clients over his fifteen years in the industry. As such, I decided to join the team and become an FSC too. When I presented a claim cheque to a single mother who had breast cancer during her treatment period, I saw how meaningful my job can be – life is unpredictable, and everyone should have a Financial Advisor who is compassionate and willing to accompany them in their financial planning journey.