
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
Languages
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.
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