Adrienne Lim

Editor
DISC Type : CS

Specialist at Lombard Odier Group

Dubai, United Arab Emirates

Overview

Adrienne Lim is a private banking and wealth management specialist at Lombard Odier Group. Her experience includes roles as a Relationship and Account Manager at Credit Suisse and Standard Chartered Bank. She holds a Bachelors degree from James Cook University and has earned the CWMA and CACS certifications.

Adrienne shows a deep appreciation for long-standing client relationships, which she has maintained for over a decade. She is interested in classic poetry, finding encouragement in the works of Rudyard Kipling, and has also expressed admiration for women in the United Arab Emirates.

She is a reader of classic poetry, citing Rudyard Kiplings "If" as a personal favorite.

Personality Overview

Slow Buyer

Objective Thinker

Fact-Driven

They are heavily focused on quality and prefer doing things the right way, even if it takes time.  They are always well-planned and adopt a systematic approach. They do not like taking risks at all and go for proven options in the end.

Topics They Care About

Wealth Management
As a Certified Wealth Management Advisor (CWMA), her career is centered on private banking and managing client wealth across several major financial institutions.
Long-term Relationships
She shared a story about a client of over a decade, highlighting the pride she takes in maintaining long-standing professional connections.
Classic Poetry
She shared the Rudyard Kipling poem "If" in a book club context, indicating a personal interest in literature and its encouraging messages.

Media Appearances

Adrienne has no verified media appearances

Work History

10-2023
Specialist at Lombard Odier Group
4-2018 - 9-2023
Relationship Manager at Credit Suisse
4-2018
Account Manager at Credit Suisse
Relationship Manager at Standard Chartered Bank

Education

Bachelor's degree from James Cook University

More Information

Social Presence :

Prographics :

Exp : 7 Location : Dubai, United Arab Emirates Job Level : Junior Designation : Specialist at Lombard Odier Group
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Insights For Selling To Adrienne

During A Call Or A Meeting

DO's

  • If they are not asking many questions, nudge them to ask questions rather than just starting to talk yourself
  • Use a presentation with information before getting into a live product walkthrough
  • When following up with them, expect slowness; use questions to engage them, preferably over email.

DONT's

  • Give it some time before you try to build rapport and a relationship, it doesn't come to them naturally
  • Do not sound overly eager, modulate your energy levels especially if you are generally enthusiastic
  • Avoid emotional and informal language, stay objective and to the point instead

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Adrienne is

  • For them, low risk and acceptance by others are very important, followed by proof of ROI.
  • Will you ever get a clear answer from Adrienne

  • They are unlikely to say no, it's better to stop yourself once you have exhausted all the options.

Insights For Deal Planning

    How fast (or slow) will Adrienne move?

  • They do not like to take decisions in a hurry, so they could be slow in making their mind up.
  • Can Adrienne take some risk or not?

  • They are low on risk-appetite and prefer to make informed decisions.

You And Adrienne

Personality Compatibility


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