Jake Lim Jing Kiat
Licensed Financial Planner
JAKE LIM JING KIAT
Jake is a passionate, enthusiastic licensed financial planner with the mission to help Malaysians to be better in financial planning. He grew up in Bahau, a small town in Negeri Sembilan. Since young, he is deeply influenced by his mother’s career as an unit trust consultant. He is always fascinated by how the financial market works. The curiosity pushed him to pursue his degree in Financial Economics in University Tunku Abdul Rahman.
After graduating, he secured a job in a RHB Investment Bank to deal with equity and derivatives. In 2015, he received an award as the best top 50 broker nationwide. Moving forward, Jake would like to improve himself by acquiring new skills by switching his career to AIA Bhd as an insurance trainer. He had successfully trained hundreds of agents in insurance planning for their clients.
With the experience in both insurance and investment, Jake joins Alpine Advisory to take up his career further as a licensed financial planner. For every client, he will offer unbiased advice and best recommendation in solving the client’s needs.