James Lim possesses extensive experience in the finance industry, highlighted by roles at prestigious institutions. Notable positions include an Investment Consultant at Credit Suisse from December 2021 to February 2024 and currently as an Associate Director, Investment Consultant at UBS since February 2024. Previous internships include Private Wealth Management at Maybank, Equity Research at Bank of Singapore, and Private Wealth Management Summer Analyst at J.P. Morgan. During 2017, James gained experience as a Credit Advisory Intern at HSBC Private Banking. Educational credentials include a Bachelor's Degree in Business Management with a Finance Major from Singapore Management University, earned magna cum laude.
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