LIM KIAN YONG

JAMES LIM

LIM KIAN YONG-SUNNY YAP ORGANISATION
ADVISORS ALLIANCE GROUP

I have been in the financial services industry for 13 years after being in the Singapore Navy for over 10 years. Over the last 13 years, I have achieved multiple Million Dollar Round Table (“MDRT”) memberships and International Dragon Awards (“IDA”) and was also part of Singapore’s first 100 IDA team in history to achieve the 100 IDA Team Award 2019. On top of that, I am a member of AIA Financial Advisers Pinnacle Club 2020.

The 3 Rs.
I strongly abide by the 3 Rs — to be resilient, resourceful and responsible. Financial consultants face a lot of rejection in our day to day work, but you must keep yourself strong-headed and equip yourself with the right resources to educate others about the importance of financial planning. And of course, you are responsible to not just your client, but also your associates and the organisation.

Next up — Lifetime MDRT.
While I have managed to attain MDRT memberships in 3 different years, the biggest goal of my career is to ultimately receive the lifetime MDRT membership.

Competency is key.
While you must have integrity and compassion, never forget that what will also keep you going is being competent, and you can never face too much improvement throughout your financial consulting career. You have to always keep yourself resourceful and responsible for yourself and others.

Accolades

1st Runner-up Unit, Highest Number of Registered MDRT Members 2022

6th Runner-up, Top Senior Director 2022

Million Dollar Round Table Unit (Ruby) 2021

AIA FA Pinnacle Club (Unit) 2023, 2022, 2021 and 2020

AIA FA Prestige Club – Titanium 2023

AIA High Net Worth Prestige Club (Senior Personal Wealth Manager) 2023 and 2022

AIA FA Prestige Platinum Club 2022

AIA High Net Worth Prestige Club (Personal Wealth Manager) 2021

Million Dollar Round Table 2023, 2022, 2021, 2017, 2015 and 2014

International Dragon Award – Silver Dragon Award (Manager Category) 2023

International Dragon Award – Bronze Dragon Award (Agent Category) 2022

International Dragon Award – Gold Dragon Award (Manager Category) 2022

100 IDA Team Award 2023 and 2022

Associate Wealth Planner (AWPCM)

Associate Estate Planning Practitioner (AEPP®)

Bachelor of Engineering (Hons)

Get in Touch

I look forward to your enquiries and appointment.
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