Joshua Lim

Senior Solutions Manager | WealthTech

1 recommendation

Salary / Daily rate

1 person recommend

Strasbourg, France

Freelance, open to permanent contract

Can come onsite

Skills

Product ManagementProduct StrategyProduct MarketingProduct OwnershipPythonPower BIRESTful APIsHRMobile DevelopmentETLMongoDBMySQLAmazon EC2TableauC++Design ThinkingSales OpsLead GenerationCRMProject Management (PMO)GitHubScrumConfluenceJiraMarketing OpsFigmaGrowthGoogle AdsMarketing StrategyEmailingSEOCopywritingData AnalysisSQL databasesAWS

Languages

English

Recommended by

Aloysius Tay

CRU

Head, Singapore

Recommended on 03 october 2014

About me

Intro

Solutions Manager with 15+ years driving digital transformation in wealth management and financial services. Led go-to-market strategies for multi-billion dollar portfolios and built high-performing teams across 8+ countries, delivering 40% revenue growth. Specialized in fintech product development, data analytics, and Asia-Pacific market expansion with proven ROI.

Links

Work experience

Solutions Manager, WealthTech

abrdn

Feb 2022 - Oct 2023

1 year 9 months

Singapore · On-site

- Developed the go-to-market plan for abrdn WealthTech offerings, including Front End UI/UX, Investment Funds, Portfolio Construction, Trading Platform and back office trade settlements and custody. - Member of founding team of abrdn and FNZ partnership for digital wealth platforms - Managed the sales, technology and development of direct-to-consumer mobile app for trading funds in Thailand

Senior Assistant Director

Public Service Division

Aug 2021 - Jan 2022

6 months

Singapore · On-site

- Oversee Singapore Government HR analytics dashboard on Tableau - Lead team of 6 responsible for dashboard upkeep, ETL from multiple government agencies and fulfilling management's data requests.

Head, Data Hub

Prive Technologies

Apr 2020 - Aug 2021

1 year 5 months

Singapore · On-site

- Principal clients: Citibank, Credit Suisse, UOB - Manage a team of analysts handling the ETL operations of portfolio positions and transactions from custodian, insurance and banking feeds, ensuring the timeliness, accuracy and reconciliation of data. - Engage the development team to perform design, tuning, implementation, troubleshooting and maintenance of Data Hub relational databases and NoSQL databases.

Director - Partnerships & Product Development

UZABASE Inc.

Jan 2017 - Mar 2020

3 years 3 months

Singaproe · On-site

- Conceptualize the SaaS product development strategy for SPEEDA, private company research tool in the Asia Pacific ex Japan region, initiating best-in-class product features and development processes. - Manage a team of 10 project manager and engineers taking care of the evaluation and data integrity of 3rd party data. Accelerated speed to market through changing work processes. - Initiated new partnerships with content partners in Indonesia, Vietnam and China. Achieved savings of 15% for FY2018. Increased coverage by 50% for China – a key area of business.

Manager, Funds Development

AIA

Nov 2014 - Dec 2016

2 years 2 months

Singapore · On-site

- Responsible for the selection, performance monitoring and manager reviews of AIA’s 3rd party managers for AIA’s Investment Linked Funds, a portfolio of over S$6B. - Lead the quarterly manager reviews and recommend appropriate action for underperformance. - Introduced model portfolios of AIA’s funds, resulting in a take up rate of more than 80% of newly incepted policies.

Program Manager Morningstar Direct, Asia Pacific

Morningstar

Jan 2010 - Dec 2014

5 years

Singapore · On-site

- Oversee product development and marketing operations spanning 8 countries in Asia for flagship financial research software, Morningstar Direct, a US$6M+ line of business. - Built up and managed a team of 13 quota-carrying consultants providing pre- and post-sales support to over 1,000 users of Morningstar Institutional Enterprise Software products across 12 countries in the Asia-Pacific region. - Started the development of market channels, branding and communications resulting in 40% revenue growth from 2010 to 2014.

Air Engineering Officer

Republic of Singapore Air Force

Jul 2005 - Jan 2010

4 years 7 months

Singapore · On-site

- Management of 20 Technicians in providing 24/7 logistics support for the Air Force’s air traffic control systems - Formulated lifecycle management policy of acquisitions. Analyzed fault trends and introduced mitigating measures.


Education

Singapore Management University

Master of Business Administration (MBA)

2012 - 2013

1 year 1 month

National University of Singapore

Bachelor of Engineering (BEng)

2001 - 2005

4 years 1 month

Anglo Chinese School (I)

A Level

1995 - 1998

3 years 1 month

NHPS


Licenses & certifications

CFA

Issued: Jun 2011

Certified by CFA Society

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