Mark Lim
Wealth Management Analyst at UBS | Singapore
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Mark Lim is a dedicated Wealth Management Analyst at UBS, where he plays a pivotal role in the Global Talent Program (GTP) for the Philippines Desk. A graduate of the prestigious NUS Business School, Mark has honed his expertise in private banking and financial markets, providing tailored wealth management solutions to high-net-worth clients. His analytical skills and strategic planning capabilities enable him to assess complex financial situations and develop customized investment strategies that align with clients' long-term financial goals.
At UBS, Mark is actively involved in key projects that focus on enhancing client engagement and optimizing portfolio performance. His proficiency in analytics and familiarity with tools such as Visual Basic for Applications (VBA) allow him to streamline data analysis processes, ensuring that he delivers insightful reports that inform investment decisions. Mark's strong negotiation skills come into play when liaising with clients, as he adeptly navigates discussions to foster trust and build lasting relationships.
In addition to his technical skills, Mark's background in public relations equips him with the ability to communicate complex financial concepts clearly and effectively. This skill set not only enhances client interactions but also plays a crucial role in collaborating with cross-functional teams within UBS. As he continues to grow in his role, Mark remains committed to leveraging his business administration knowledge and financial acumen to drive success for his clients and contribute to the overall mission of UBS in delivering exceptional wealth management services.
Wealth Management Analyst at UBS in July 2023 to Present
Wealth Management Analyst at Credit Suisse in July 2023 to June 2024
Private Banking Summer Analyst at Credit Suisse in June 2022 to August 2022
Public Relations Executive at NUS Investment Society in September 2021 to May 2022
Director of External Relations at Global Research and Consulting Group in August 2021 to May 2022
Retail Markets Fall Intern at ING in August 2021 to December 2021
Markets & Business Development Intern at EY in May 2021 to August 2021
Athlete at Sport Singapore in April 2015 to April 2016
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Leadership
Communication
Finance
Banking
Business Administration
Management Consulting
Customer Relationship Management (CRM)
Strategy Consulting
Private Banking
Commercial Banking
Business Development
Financial Markets
Financial Analysis
Business Analysis
Strategic Planning
Business Strategy
Strategy
Business Transformation
Change Management
Public Relations
Analytical Skills
Business
Sales
Financial Planning
Financial Advisory
Insurance
Research
Analytics
Business Analytics
Marketing
Publicity
Agile Methodologies
Accounting
Microsoft Excel
Microsoft PowerPoint
Microsoft Word
Microsoft Outlook
Microsoft Power BI
Amazon Web Services (AWS)
Visual Basic for Applications (VBA)
Teamwork
Presentation Skills
Management
Business Acumen
Problem Solving
Negotiation
Team Motivation
Team Building
Customer Service
Bank Relationship Management
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Discover more about UBSWhat is Mark Lim email address?
Email Mark Lim at [email protected]. This email is the most updated Mark Lim email found in 2026.
How to contact Mark Lim?
To contact Mark Lim send an email to [email protected].
What company does Mark Lim work for?
Mark Lim works for UBS
What is Mark Lim's role at UBS?
Mark Lim is Wealth Management Analyst
What is Mark Lim's Phone Number?
Mark Lim's phone +44 ** **** *243
What industry does Mark Lim work in?
Mark Lim works in the Business Consulting And Services industry.
Mark Lim Email Addresses
Mark Lim Phone Numbers
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