Jit Hoong Lim
About Jit Hoong Lim
Jit Hoong Lim is the Assistant Branch Manager and Team Leader at CIBC in Montreal, Canada, with over 20 years of experience in the investment community.
Company
Jit Hoong Lim is currently employed at CIBC as an Assistant Branch Manager and Team Leader. In this role, he manages the daily operations and oversees a regional department comprising over 80 investment representatives, CSR representatives, and support staff. He ensures compliance, quality assurance, and handles client escalation management at the Montreal trading center.
Title
Jit Hoong Lim serves as the Assistant Branch Manager and Team Leader at CIBC. His responsibilities include training, coaching, and managing the daily operations of his team. He also participates in projects related to new trading platforms and telephony at the bank.
Education and Expertise
Jit Hoong Lim holds a Bachelor's degree from Concordia University, earned between 1995 and 1997. He has developed extensive expertise through multiple courses at the Canadian Securities Institute, including the Branch Manager's Course, Investment Management Techniques, Professional Financial Planning, Canadian Securities Course, and Canadian Options Course.
Investment Community Experience
Jit Hoong Lim brings over 20 years of experience in the investment community, particularly within the DIA division of CIBC. In his career, he has spent more than 15 years trading and selling a variety of investment products such as equities, fixed income, mutual funds, and options. He possesses profound knowledge of taxation related to these products and securities.
Role in Compliance and Quality Assurance
As an Assistant Branch Manager and Team Leader, Jit Hoong Lim plays a critical role in managing compliance requirements and ensuring quality assurance at CIBC. He is actively involved in overseeing and implementing compliance protocols to meet regulatory standards, thereby maintaining high-quality operations within his department.