Jean Lim
Senior Wealth Advisor
With more than 20 years of experience in financial advisory and investment management roles, Jean has developed a comprehensive skillset focused on providing strategic financial planning services to high net worth clients and business owners.
Professional Qualifications
- CERTIFIED FINANCIAL PLANNER®
- Master of Business Administration, Finance and Marketing
- Bachelor of Science (Computer Science)
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Book an appointmentJean's role involves
Jean is a dedicated and experienced financial services professional who works with our investment team and bankers to manage discretionary portfolios of private bank clients. She advises on portfolio construction including overall asset allocation, tactical shifts and security selections.
Jean takes a consultative approach with clients to understand their financial needs and objectives, which she uses to design, implement and manage personalised financial planning solutions.
Before joining Oreana Private Wealth, Jean held senior roles at several top-tier international and Hong Kong local wealth management and investment firms. At these, Jean consistently ranked among the top advisers and has received numerous awards over her career.
Jean's areas of expertise
- Financial planning
- Investments
- Portfolio management
