Eric Tan
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Eric Tan Email & Phone Number

Prestige Wealth Manager at AIA Singapore
Location: Singapore 16 work roles 2 schools
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Current company
Role
Prestige Wealth Manager
Location
Singapore
Company size

Who is Eric Tan? Overview

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Eric Tan is listed as Prestige Wealth Manager at AIA Singapore, a with 3256 employees, based in Singapore. AeroLeads shows a matched LinkedIn profile for Eric Tan.

Eric Tan previously worked as Senior Consultant Financial Services at Aia Singapore and Executive Director at Equinox Gemtz. Eric Tan holds Bachelor Of Engineering (B.Eng.), Electrical And Electronics Engineering from Nanyang Technological University.

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AIA Singapore

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Profile bio

About Eric Tan

โญ ๐“๐ซ๐š๐ง๐ฌ๐Ÿ๐จ๐ซ๐ฆ๐ข๐ง๐  ๐€๐ฌ๐ฉ๐ข๐ซ๐š๐ญ๐ข๐จ๐ง๐ฌ ๐ข๐ง๐ญ๐จ ๐…๐ข๐ง๐š๐ง๐œ๐ข๐š๐ฅ ๐‘๐ž๐š๐ฅ๐ข๐ญ๐ข๐ž๐ฌ ๐ฐ๐ข๐ญ๐ก ๐‘๐จ๐›๐ฎ๐ฌ๐ญ ๐š๐ง๐ ๐‘๐ž๐ฌ๐ข๐ฅ๐ข๐ž๐ง๐ญ ๐–๐ž๐š๐ฅ๐ญ๐ก ๐’๐จ๐ฅ๐ฎ๐ญ๐ข๐จ๐ง๐ฌ โญSince stepping into the financial advisory world 15 years ago, my journey has been fuelled by a profound passion for helping high-net-worth individuals and businessmen achieve their financial goals. ๐Ÿ“ˆ From the moment I graduated from Nanyang Technological University in 2009, I knew wealth management was my calling. The intricate process of analyzing clients' financial standing and tailoring bespoke solutions has always been my forte. The satisfaction of seeing my clientsโ€™ wealth grow and adapt to their lifeโ€™s demands is unparalleled.๐Ÿš€ ๐‚๐ซ๐ž๐๐ข๐›๐ข๐ฅ๐ข๐ญ๐ฒ ๐Œ๐š๐ซ๐ค๐ž๐ซ๐ฌ:- ๐€๐ˆ๐€ ๐๐ซ๐ž๐ฌ๐ญ๐ข๐ ๐ž ๐‚๐ฅ๐ฎ๐› ๐Œ๐ž๐ฆ๐›๐ž๐ซ: For 4 years, where my expertise in advising high-net-worth clients was recognized.- ๐€๐๐ฏ๐š๐ง๐œ๐ž๐ ๐‚๐ž๐ซ๐ญ๐ข๐Ÿ๐ข๐œ๐š๐ญ๐ข๐จ๐ง: From the Institute of Banking and Finance Singapore, showcasing my commitment to continuous learning and professional excellence.- ๐’๐ž๐ง๐ข๐จ๐ซ ๐…๐ข๐ง๐š๐ง๐œ๐ข๐š๐ฅ ๐’๐ž๐ซ๐ฏ๐ข๐œ๐ž๐ฌ ๐‚๐จ๐ง๐ฌ๐ฎ๐ฅ๐ญ๐š๐ง๐ญ: With a focus on investment management and structuring indexed universal life insurance to serve as powerful financial instruments.๐Ÿ” What sets my approach apart is my unwavering commitment to understanding my clients' unique circumstances and aspirations. I donโ€™t just create plans; I craft personalized financial journeys that are robust, resilient, and perfectly aligned with my clients' dreams.If youโ€™re a high-net-worth individual or businessman looking to transform your financial goals into reality with tailored, resilient wealth strategies, letโ€™s connect. ๐™ˆ๐™š๐™จ๐™จ๐™–๐™œ๐™š ๐™ข๐™š ๐™๐™š๐™ง๐™š ๐™ค๐™ฃ ๐™‡๐™ž๐™ฃ๐™ ๐™š๐™™๐™„๐™ฃ, and let's explore how we can achieve your financial aspirations together.

Listed skills include Leadership, Financial Advisory, Professional Network, Banking, and 28 others.

Current workplace

Eric Tan's current company

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AIA Singapore
Aia Singapore
Prestige Wealth Manager
Singapore
Website
Employees
3256
AeroLeads page
16 roles · 16 years

Eric Tan work experience

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Senior Consultant Financial Services

Singapore

As a Senior Financial Services Consultant at AIA Singapore Pte. Ltd., I leverage over [number] years of comprehensive experience in the financial services industry to provide strategic, personalized financial solutions to individuals, families, and businesses. My role hinges on delivering optimal financial security and wealth management strategies by understanding each client's unique needs and long-term goals.Driven by a passion for financial empowerment, I am committed to transforming clients' aspirations into attainable realities through strategic and informed financial planning. Connect with me to explore how I can help you achieve your financial goals and secure your financial well-being for the future.

Co Author Of "A Journey Of Riches - Develop Your Inner Strength"

Co Author of "A Journey of Riches - Develop your Inner Strength" . A book that aims to inspire the audience to develop their inner strength in their life's journey and be the light of positivity that illuminate their life and the lives of their loved ones.

Apr 2020 - Dec 2022

4 Times Qualifier Of Aia Prestige Club

AIA Prestige Club is to honour Wealth Managers with the skills and knowledge of helping High Net-Worth Clients solved their financial needs and building their legacy.

Jan 2020 - Dec 2022

Aia Million Dollar Club Platinum Consultant

Jan 2019 - Jan 2021

High Net-Worth Personal Wealth Manager

Aia

Sp-Anthony-Eas

Specialise in:Risk Management, Family Offices and Business Continuity Planning for High Net-worth Individuals.

Aug 2015 - Dec 2022

Immediate Past President

Aia Toastmasters Club
Jul 2019 - Jun 2020

Club President

Aia Toastmasters Club

My role is to oversee the growth and development of every member in my club. To ensure that the legacy of the club is succeeded and passed on to the next generation of leaders and to provide a safe environment for my fellow executive committee members that they can speak freely and even be vulnerable knowing there will be support for them

Jul 2018 - Jun 2019

Vice President Education

Aia Toastmasters Club

My role is to oversee the education growth of my members and the quality of meeting in my club.

Jul 2017 - Jun 2018

Division Director

Singapore

My role is to oversee the growth and development of 22 clubs with more than 300 members in Singapore. We intent to grow more clubs and share the benefits of the new toastmasters program to more corporations.

Jul 2017 - Jun 2018

Area Director

District 80 - Singapore

The responsibility of an Area Director is to ensure the growth and program quality of the 5 clubs under my care. Helping over 100 members and providing them support together with the District, gives me the opportunity to understand and grow together with the members, as a result ability to learn from them as well.

Jul 2016 - Jun 2017

Club Coach

Brahm Centre Toastmasters Club

Singapore

Role is to assist the club in their growth and program quality. So that they can achieve their distinguished goals by end of the term.

Nov 2016 - Jun 2017

Associate Agency Leader

Self-Emplyed

Guiding team members to excel in their profession in the financial industry through empowerment and encouragement.

2011 - 2013 ~2 yrs

Associate Development Manager

Axa

Achieve this promotion at the beginning of the 2nd year in the business as well as in the company. I was honored and humbled to be able to receive this accolade in such a short time and through helping consumers to provide them a financial defense mechanism that mitigate their potential risk that threatens their livelihood in future.

Aug 2009 - Nov 2010

Associate Financial Consultant

Pinnacle Advisory Services

Provide professional and quality financial consultation on corporate risk management and personal financial advisory services in terms of the following aspects:* Retirement* Wealth Protection* Mortgage / Property* Business Succession* Bussiness Packages* Health Care

Apr 2010 - Oct 2010
Team & coworkers

Colleagues at AIA Singapore

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2 education records

Eric Tan education

Bachelor Of Engineering (B.Eng.), Electrical And Electronics Engineering

Activities and Societies: bowling teamHonors Degree in Electronics Engineering Member of NTU Bowling Team Researched in Neural Networking.

O Levels, Mathematics And Science

Xinmin Sec

Activities and Societies: ChoirPrefect for 4 years Active Member of XM Chorale (Xinmin Choir)

FAQ

Frequently asked questions about Eric Tan

Quick answers generated from the profile data available on this page.

What company does Eric Tan work for?

Eric Tan works for AIA Singapore.

What is Eric Tan's role at AIA Singapore?

Eric Tan is listed as Prestige Wealth Manager at AIA Singapore.

Where is Eric Tan based?

Eric Tan is based in Singapore while working with AIA Singapore.

What companies has Eric Tan worked for?

Eric Tan has worked for Aia Singapore, Equinox Gemtz, Elite Advisory Services, Aia, and Aia Toastmasters Club.

Who are Eric Tan's colleagues at AIA Singapore?

Eric Tan's colleagues at AIA Singapore include Arifin Hussein, Ray Emmett, April Lin, Joycelyn Wong, and Sm Shermaine Chew.

How can I contact Eric Tan?

You can use AeroLeads to view verified contact signals for Eric Tan at AIA Singapore, including work email, phone, and LinkedIn data when available.

What schools did Eric Tan attend?

Eric Tan holds Bachelor Of Engineering (B.Eng.), Electrical And Electronics Engineering from Nanyang Technological University.

What skills is Eric Tan known for?

Eric Tan is listed with skills including Leadership, Financial Advisory, Professional Network, Banking, Insurance, Retirement Planning, Sales, and Financial Planning.

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