Leona Lim

Background

About Leona Lim

Leona Lim is a dedicated financial services professional with a strong background in corporate solutions and wealth management. She brings a wealth of experience in both the financial industry and seminar presenting, as well as one-on-one consultations, having previously served as the Director of Education at a world-renowned financial trading and investing academy. From 2015 to 2020, Leona played a pivotal role in empowering thousands of individuals through education in the financial markets. As an Education Director, she worked with diverse audiences, inspiring them to build knowledge and skills to attain their desired lifestyle. Her passion for financial empowerment was further solidified through her own journey of learning Futures and FOREX trading, where she was trained at the same academy she worked for. Leona’s career took a transformative turn as she embraced a new mission of making a direct impact on the lives of individuals and families through wealth management and corporate benefit solutions. Since joining AIA Singapore in 2020, she has honed her expertise as a Wealth Management Specialist and Employee Benefit Specialist, focusing on helping businesses and high-net-worth individuals navigate complex financial decisions. In 2022, she expanded her scope of service as an Offshore Portfolio Manager, providing international wealth management solutions tailored to clients’ needs. At the core of Leona’s approach is her unwavering belief in empowerment, trust, and integrity. She is committed to helping clients achieve financial security through personalized financial planning. Leona values lifelong learning and strives to stay ahead of industry trends to better serve her clients. She believes in building strong, transparent relationships that instill confidence and offer long-term support. Leona’s mission is to transform lives through tailored financial solutions and to guide her clients toward a brighter, more secure future.