TJ Castro Lim in

TJ Castro Lim

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Head of Digital Platforms (Product & Design), Private Bank at J.P. Morgan
📍 New York, New York, United States

TJ Castro Lim is a Managing Director at J. P. Morgan, leading Digital Product & Design for the Private Bank. His expertise lies in creating digital solutions and user-centric experiences for wealth management clients, with a background that includes leadership roles at Goldman Sachs and UBS. He holds an MBA from The Wharton School and a BA from Yale University.

He is passionate about fostering a culture of innovation and creativity within his teams. His public posts frequently celebrate the achievements and promotions of his team members, highlighting the importance he places on teamwork and excellence.

Unique fact: He pioneered and led the first Digital Lab for Wealth Management USA during his time at UBS.

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Experience
19 Years
Current Role
Head of Digital Platforms (Product & Design), Private Bank
Job Level
Mid-senior
Location
New York, New York, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics TJ cares about

Digital Wealth Platforms
He has led the development of digital platforms, including an award-winning mobile app, for elite private wealth management clients at J. P. Morgan, Goldman Sachs, and UBS.
Fostering Innovation
He actively promotes innovation, having pioneered a digital lab at UBS and currently running an annual innovation competition at J. P. Morgan.
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Career

Work history

12-2021
Head of Digital Platforms (Product & Design), Private Bank
J.P. Morgan
7-2020 - 12-2021
Global Co-Head of Product, Private Wealth Management
Goldman Sachs
3-2016 - 7-2020
Head of the Digital Lab, Business Lead / Chief Product Owner at the Digital Factory
UBS
1-2014 - 3-2016
Investment Research Product Lead
Fidelity Investments
6-2012 - 7-2014
Private Banking Associate
J.P. Morgan
In the press

Media appearances

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Education
2011 - 2013
MBA
The Wharton School
BA
Yale University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

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