Yu Sheng Tan Email and Phone Number
I'm an experienced estate planning advisor, specializing in asset and risk management for families, businesses, and individuals. I focus on creating structure and providing tailored solutions that meet the unique needs of each profileI enjoy exploring new cafés and staying active at the gym in my free time. I'm always open to connecting over coffee and building new relationships. Let's take this leap of faith together!#adollaradvise (1566/30Nov23)https://www.prudential.com.sg/FC-info
Prudential Assurance Company Singapore
View- Website:
- prudential.com.sg
- Employees:
- 3905
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Executive Financial ConsultantPrudential Assurance Company Singapore Apr 2024 - PresentSingapore, Singapore -
Senior Financial ConsultantPrudential Assurance Company Singapore Apr 2022 - Aug 2024Singapore, Singapore- Establishing and defining the client-planner relationship- Gathering client data, including goals- Analyzing and evaluating their financial status- Developing and presenting financial planning recommendations and/or alternatives- Implementing the financial planning recommendations- Monitoring the financial planning recommendations -
Financial ConsultantPrudential Assurance Company Singapore Apr 2020 - Apr 2022Singapore, Singapore- Establishing and defining the client-planner relationship- Gathering client data, including goals- Analyzing and evaluating their financial status- Developing and presenting financial planning recommendations and/or alternatives- Implementing the financial planning recommendations- Monitoring the financial planning recommendations -
Executive Financial ConsultantAto Partners Apr 2020 - PresentSingapore, Singapore -
Emergency Medical TechnicianSingapore Armed Forces (Saf) Jul 2017 - May 2019Singapore• Certified Emergency Medical Technician by the Singapore Armed Forces (SAF) Medical Training Institute.• Deployed to a SAF overseas training camp in Brunei Darussalam for a period of 1 year.• Provided safety for troopers training in the outfield and in-camp activities.• Appointment: Senior Medic 2IC and Dispensary Medic IC • Attained rank of Corporal First Class
Yu Sheng Tan Skills
Yu Sheng Tan Education Details
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Molecular Biology -
Balestier Hill Secondary SchoolGce O Level -
Hong Wen Primary SchoolPsle
Frequently Asked Questions about Yu Sheng Tan
What company does Yu Sheng Tan work for?
Yu Sheng Tan works for Prudential Assurance Company Singapore
What is Yu Sheng Tan's role at the current company?
Yu Sheng Tan's current role is Creating Structures & Solutions for Families, Business Owners & Individuals | Keyman Protection & Estate Planning | Coffee Lover | International Speaker.
What schools did Yu Sheng Tan attend?
Yu Sheng Tan attended Nanyang Polytechnic, Balestier Hill Secondary School, Hong Wen Primary School.
What skills is Yu Sheng Tan known for?
Yu Sheng Tan has skills like Estate Planning, Financial Advisory, Group Insurance, Income Protection, Insurance, Financial Services.
Who are Yu Sheng Tan's colleagues?
Yu Sheng Tan's colleagues are Gerelyn Fong, Raymond Khoo, Xia Sun, Baihaqi Sha’ari, Junior K, Apple Teo, Liyuan Ma.
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Yu Sheng Tan, CA
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