Valerie Lim

Associate Manager at Julius Baer

Valerie Lim is an experienced finance professional currently serving as an Associate Manager at Julius Baer since September 2023, specializing in NRI as an Assistant Relationship Manager. Prior to this role, Valerie worked as an Account Manager at Credit Suisse, where expertise was developed in Private Banking and Wealth Management for clients in Thailand and Dubai. At The Sylvan Group, responsibilities included financial projections and regulatory reporting in alignment with MAS, as well as leading compliance policy implementation focused on AML/KYC. Valerie's career began at PwC as a Senior Associate, managing various engagements for banking and fund management clients, performing gap analyses related to MAS regulations. Initial experience as a Teaching Assistant in MKTG313 was gained while pursuing a Bachelor's Degree in Accounting with a Second Major in Finance at Singapore Management University, which was completed in 2018, following education at St Andrew's Junior College.

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