Joel Lim
Mortdale,NSW
Summary
Compassionate CEO with accomplished background inspiring, motivating and leading teams to make effective decisions. Skilled at analyzing complex problems and implementing practical solutions. Strategic and committed to fostering culture of responsibility and accountability.
Overview
26
26
years of professional experience
1
1
Certification
Work History
CEO FOUNDER
ODAZZIT PTE LTD
08.2017 - Current
- Founder of a social enterprise edutech start-up that provides networking, skills preservation and job creation on real life one-one connection via online learning and in person (www.odazzit.com)
- A revolutionary bite-sized learning platform for professionals to further enhance their skills while networking across different industries.
BOARD ADVISOR
SINGAPORE CHORAL ARTISTS (NON-PROFIT)
02.2023 - Current
- The Singapore Choral Artists is a group of semi-professional choral singers that aspires to bring out the best in choral singing
- They are a diverse group of professionals from different walks of life that come together for a common purpose - Refine their craft of choral perfection to the public.
BUSINESS MENTOR
NATIONAL UNIVERSITY OF SINGAPORE (NUSS GRADUATE SOCIETY)
11.2021 - Current
- Voluntary work (pro bono) as a Business mentor for penultimate and final year students along with NUSS to assist and equip them with real world industry knowledge.
CEO, HEAD OF FAMILY OFFICE
ATLANTIS INVESTMENTS MANAGEMENT (S) PTE LTD
03.2022 - 01.2023
- Spearhead the setup of Singapore Multi Family Office and interfacing with MAS on CMAS licensing applications
- Setup of family office for Private equity for UHNW SFO families and succession planning
- Crafted business plan and liaised with MAS on video conferences for the licensing application
- Setup the VCC for the company and building up the entire setup from ground up along with hiring, compliance setup, Fund admin and vendor partnerships
- Partnership with EAM and distribution platform for in-house funds distribution
- Partnerships and JV with Digital Exchange on issuance of STOs (Securitized Token Offering)
- Instrumental in UHNW Single family Office acquisitions and arrangement of PE deals for Single Family offices
- Led the firm on due diligence for partnerships with blockchain companies and digital asset management for family office.
MANAGING DIRECTOR
CREDITEASE ASET MANAGEMENT (S) PTE LTD
06.2021 - 03.2022
- Spearhead the setup of Wealth management team in Singapore along with Singapore CEO
- Setup of family office for Private equity for UHNW and succession planning
- Partnership with EAM and distribution platform for funds distribution
- Work along with Private Equity team on due diligence and deal sourcing.
STRATEGIC ADVISOR
SWAPPERY EXCHANGE INC (DECENTRALIZED EXCHANGE)
08.2021 - 03.2022
- Provided advise on investor relationships and partnerships.
MANAGING DIRECTOR
BANK JULIUS BAER, SINGAPORE
01.2016 - 08.2017
- Senior Client Partner for Ultra High Net Worth clients running a team of bankers servicing the North Asia Market
- Serviced several Forbes list families and listed companies through trust setup and strategy planning
- Instrumental in advising clients on private equity, Pre-IPO preparation and company restructuring.
EXECUTIVE DIRECTOR
STANDARD CHARTERED BANK, PRIVATE BANKING
10.2014 - 01.2016
- Manage the team to acquire UHNWIs and China HURUN list of Chinese clients
- Organize and led team on bespoke events in Jewelry appreciation, Art, Fashion uniquely tailored to UHNWIs
- Collaborate with Investment banks on club deals for UHNW clients for team acquisition and expansion
- Collaborate with several Chinese business Association in Singapore and China to capture UNHWIs from 2nd tier cities business owners.
EXECUTIVE DIRECTOR
BANK OF SINGAPORE, PRIVATE BANKING
05.2012 - 10.2014
- Pioneered the relationship with China Banking Association for referral programs and collaboration
- Instrumental in client events creation and partnerships to onboard Ultra High Net Worth families
- Managed a Team of Bankers on client acquisition and portfolio management
- Core management team for weekly strategy and investment planning for Team heads in Greater China.
DIRECTOR
HSBC PRIVATE BANK (SA), SINGAPORE
05.2010 - 05.2012
- Pioneered the China Team setup in HSBC Private Bank, Singapore
- Acquired and managed total team AUM of US$1.5 billion including clients in the Forbes & China HURUN list through personal network of contacts
- Strategy planning team with CEO and Global Private banking head for China market expansion
- Spearheaded the launch of HSBC welcome Singapore program on MASFIS for HSBC Private bank - Brought in clients through Private Equity deals and working with Investment Banking within HSBC and Corporate Division.
ASSOCIATE DIRECTOR
DBS PRIVATE BANK, SINGAPORE
01.2004 - 05.2010
- Awarded DBS Chairman Award for outstanding achievements on asset growth
- Pioneered the MAS Financial Immigration Scheme in 2006 to expand client acquisition
- Collaborated with DBS Vickers Securities in acquiring newly listed S-chips clients DBS Bank Ltd
- Awarded DBS Star Sales award for being the top 2 performers in bank wide Treasures Priority banking before being promoted to DBS Private Banking.
ASSOCIATE DIRECTOR
STANDARD CHARTERED BANK, SINGAPORE
01.2002 - 01.2004
- Personal Financial Consultant.
PHARMACEUTICAL SALES REP
GLAXOSMITH KLINE, CALIFORNIA, USA
01.1999 - 01.2001
- Increased sales revenue by building strong relationships with healthcare providers and delivering informative product presentations.
- Exceeded sales targets consistently through effective territory management and strategic planning.
- Expanded market share by identifying potential clients and successfully converting them to long-term customers.
- Gained customer loyalty by providing exceptional follow-up support and addressing inquiries promptly.
- Collaborated with marketing team for the successful launch of new pharmaceutical products, resulting in increased sales.
ACCOUNT MANAGER
INLAND BUSINESS SYSTEMS, CALIFORNIA, USA
01.1998 - 01.1999
- Increased client satisfaction by building strong relationships and addressing their needs promptly.
- Managed a diverse portfolio of accounts, ensuring timely communication and effective problem resolution.
- Developed customized account plans for clients to help them achieve their business goals.
- Collaborated with sales team to identify potential upsell opportunities and expand client base.
- Maintained high client retention rate by providing exceptional customer service and anticipating client needs.
Education
BACHELOR OF SCIENCE (ECONOMICS) -
NATIONAL UNIVERSITY OF SINGAPORE
GCE 'A' LEVEL -
VICTORIA JUNIOR COLLEGE, SINGAPORE
Skills
- Intellectual Property
- Stakeholder Engagement
- Risk Management
- Strategic Planning
- MENTORING AND ADVISING COMPANIES
- Corporate Governance
- Mergers and Acquisitions
- STRATEGIC PLANNING AND CORPORATE STRUCTURING
- Effective in ChatGPT and Dall-E prompts and Command
- Information Security
- Portfolio Management
- Brand Management
- Succession Planning
- New Business Development
- Sales and Marketing
- Business Growth
- Public Speaking
Languages
English
Native or Bilingual
Chinese (Mandarin)
Native or Bilingual
Chinese (Cantonese)
Professional Working
Malay
Elementary
Accomplishments
- Chairman Club award at DBS Private Bank for outstanding AUM Growth
- 1st Runner up for Top Revenue generator at DBS bank Treasures International
- Highest AUM for HSBC Private Bank for new joiners
- Top 18 Masterchef, Singapore contestant in Season 3 episode 1
Certification
- AN ENTIRE MBA IN ONE COURSE - BY CHRIS HAROUN, UDEMY
- ARTIFICIAL INTELLIGENCE AND BUSINESS STRATEGY - BY: ANIL GUPTA AND HAIYAN WANG, LINKEDIN
- CAREER ESSENTIALS IN SUSTAINABLE TECH - BY MICROSOFT AND LINKEDIN
- CIRCULAR ECONOMY FOR BUSINESS LEADERS - UDEMY
- CLOSING THE GREEN SKILLS GAP TO POWER A GREENER ECONOMY AND DRIVE SUSTAINABILITY - LINKEDIN LEARNING
- GENERATIVE AI FOR BUSINESS LEADERS - LINKEDIN LEARNING
- INTRODUCTION TO LEED CERTIFICATION - LINKEDIN LEARNING
- MICROSOFT CLOUD FOR SUSTAINABILITY: ESG AND THE FUTURE OF BUSINESS - LINKEDIN LEARNING
- SUSTAINABILITY FOUNDATIONS: CORE CONCEPTS - LINKEDIN LEARNING
- SUSTAINABILITY STRATEGIES - LINKEDIN LEARNING
- SUSTAINABILITY AS AN INNOVATION OPPORTUNITY - LINKEDIN LEARNING
- THE SHIFT TOWARD A SKILLS-FIRST MINDSET: A THOUGHT-LEADER ROUNDTABLE - LINKEDIN LEARNING
Affiliations
- Golf
- Cooking
- Tennis
- Table tennis
- Cycling
- Swimming
- travel
cover letter
Dear Hiring Manager, I hope this message finds you well. I am excited to introduce myself and discuss how my extensive experience can be an asset to your company. With a background as an ex-CEO of a multi-family office, a private banker for 15 years, and a startup founder for 6 years, I bring a unique blend of financial expertise and entrepreneurial spirit to the table. Financial Engineering: My background in financial engineering equips me with the skills to design innovative financial solutions for your company's growth and sustainability. Portfolio Management: I have managed client's portfolio exceeding US$1billion when I was in the private bank and as a Team Head in various international banks such as HSBC, DBS, Julius Baer and Bank Of Singapore. Pre-IPO Structuring: I have successfully navigated pre-IPO structuring for startups that have gone on to become unicorns, demonstrating my ability to drive companies towards significant valuations. Fundraising: My track record includes raising capital for startups, a critical skill in the blockchain space where access to funding is pivotal for success. Over and beyond wealth management, I have raised over US$300 million for my clients' companies during my stint a private banker. Mentorship: I've also provided mentorship to University Students as well as to a blockchain-focused VC company, fostering growth and innovation within the blockchain ecosystem. Strategic Involvement in Securitization and Tokenization: I possess hands-on experience in securitization and tokenization of private equity, which aligns with the blockchain industry's drive towards decentralization and security. Collaboration with Carbon Digital Green Exchange MVGX: I've had the privilege of collaborating with MVGX and its founders, understanding the intricacies of the carbon exchange market, which is becoming increasingly relevant in the blockchain world. I hope to discuss how my skills and insights can contribute to the continued success of your company. Please let me know a convenient time for us to connect and explore this opportunity further. Best Regards, Sincerely, Joel Lim
activities
- Guest Speaker to NUS Investment Society, 2019
- Guest Speaker to NUS Entrepreneurship Society, 2022
- Mentor to NUS students on career options and financial education
- Staged and performed in Macbeth, immersive theatrical improvised comedy, 29 May 2018, Singapore
- Participated in the MasterChef Singapore edition. Top 18 home chef and appeared on National TV for Season 3 Episode. The show can still be viewed on Singapore Airlines Krisworld as well as Masterchef, Singapore
- Volunteered and performed at Macdonald house of Charity, California
- Managed an acapella boy band in Sacramento California
Timeline
BOARD ADVISOR
SINGAPORE CHORAL ARTISTS (NON-PROFIT)
02.2023 - Current
CEO, HEAD OF FAMILY OFFICE
ATLANTIS INVESTMENTS MANAGEMENT (S) PTE LTD
03.2022 - 01.2023
BUSINESS MENTOR
NATIONAL UNIVERSITY OF SINGAPORE (NUSS GRADUATE SOCIETY)
11.2021 - Current
STRATEGIC ADVISOR
SWAPPERY EXCHANGE INC (DECENTRALIZED EXCHANGE)
08.2021 - 03.2022
MANAGING DIRECTOR
CREDITEASE ASET MANAGEMENT (S) PTE LTD
06.2021 - 03.2022
CEO FOUNDER
ODAZZIT PTE LTD
08.2017 - Current
MANAGING DIRECTOR
BANK JULIUS BAER, SINGAPORE
01.2016 - 08.2017
EXECUTIVE DIRECTOR
STANDARD CHARTERED BANK, PRIVATE BANKING
10.2014 - 01.2016
EXECUTIVE DIRECTOR
BANK OF SINGAPORE, PRIVATE BANKING
05.2012 - 10.2014
DIRECTOR
HSBC PRIVATE BANK (SA), SINGAPORE
05.2010 - 05.2012
ASSOCIATE DIRECTOR
DBS PRIVATE BANK, SINGAPORE
01.2004 - 05.2010
ASSOCIATE DIRECTOR
STANDARD CHARTERED BANK, SINGAPORE
01.2002 - 01.2004
PHARMACEUTICAL SALES REP
GLAXOSMITH KLINE, CALIFORNIA, USA
01.1999 - 01.2001
ACCOUNT MANAGER
INLAND BUSINESS SYSTEMS, CALIFORNIA, USA
01.1998 - 01.1999
BACHELOR OF SCIENCE (ECONOMICS) -
NATIONAL UNIVERSITY OF SINGAPORE
GCE 'A' LEVEL -
VICTORIA JUNIOR COLLEGE, SINGAPORE
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