Senior Relationship Manager- Associate
Provided financial advice to clients through wealth management solutions (e.g. structured deposits, loans, bancassurance and unit trusts)
Jul 2015 - Dec 2018
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Daniel Tan Email & Phone Number
Senior Wealth Planning Manager, Associate. DBS Bank, Singapore.
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Role
Senior Wealth Planning Manager, Associate. DBS Bank, Singapore.
Location
Nedlands, Western Australia, Australia
Who is Daniel Tan? Overview
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Quick answer
Daniel Tan is listed as Senior Wealth Planning Manager, Associate. DBS Bank, Singapore. based in Nedlands, Western Australia, Australia. AeroLeads shows a matched LinkedIn profile for Daniel Tan.
Daniel Tan previously worked as Senior Relationship Manager- Associate at Dbs Bank and Administrative Assistant- Finance (Accounts Payable) at Ntuc Fairprice Co-Operative Ltd. Daniel Tan holds Wealth Management Programe- Affluent (Ibf Level 1), Wealth Management, Completed from Wealth Management Institute.
Profile bio
About Daniel Tan
Daniel Tan is a Senior Wealth Planning Manager, Associate. DBS Bank, Singapore..
4 roles
Daniel Tan work experience
A career timeline built from the work history available for this profile.
Administrative Assistant- Finance (Accounts Payable)
Scheduled and liaised with over a thousand suppliers on payment matters and ensured assigned suppliers were duly paid Involved in a trans-department project – User Acceptance Testing of new Financial Payment System Matched Bank Reconciliations, updated payment accounts and various databases
Jun 2014 - Sep 2014
Administrative Assistant- Finance (Accounts Payable)
Scheduled and liaised with over a thousand suppliers on payment matters and ensured assigned suppliers were duly paid Involved in a trans-department project – User Acceptance Testing of new Financial Payment System Matched Bank Reconciliations, updated payment accounts and various databases
Jun 2013 - Sep 2013
Management Support Officer
Liaised with Scholarship Board and scholarship applicants to organise interview dates for scholarships Prepared the relevant documents for Scholarship Board interviewers Responded to applicant queries
Feb 2012 - Jul 2012
3 education records
Daniel Tan education
Wealth Management Programe- Affluent (Ibf Level 1), Wealth Management, Completed
Bachelor'S Degree (Hons), Banking And Finance
General Certificate Of Education Advanced Levels, Gce'A' Levels
Catholic Junior College
FAQ
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What is Daniel Tan's role at their current company?
Daniel Tan is listed as Senior Wealth Planning Manager, Associate. DBS Bank, Singapore..
Where is Daniel Tan based?
Daniel Tan is based in Nedlands, Western Australia, Australia.
What companies has Daniel Tan worked for?
Daniel Tan has worked for Dbs Bank, Ntuc Fairprice Co-Operative Ltd, and Ministry Of Education, Singapore (Moe).
How can I contact Daniel Tan?
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What schools did Daniel Tan attend?
Daniel Tan holds Wealth Management Programe- Affluent (Ibf Level 1), Wealth Management, Completed from Wealth Management Institute.
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