Eric Tan

Eric Tan Email and Phone Number

Prestige Wealth Manager @ AIA Singapore
Singapore
Eric Tan's Location
Singapore, Singapore
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.

Eric Tan's Current Company Details
AIA Singapore

Aia Singapore

View
Prestige Wealth Manager
Singapore
Website:
aia.com.sg
Employees:
3256
Eric Tan Work Experience Details
  • Aia Singapore
    Prestige Wealth Manager
    Aia Singapore
    Singapore
  • Aia Singapore
    Senior Consultant Financial Services
    Aia Singapore May 2024 - Present
    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.
  • Equinox Gemtz
    Executive Director
    Equinox Gemtz Jan 2023 - Present
    Singapore
  • Elite Advisory Services
    Co Author Of "A Journey Of Riches - Develop Your Inner Strength"
    Elite Advisory Services Apr 2020 - Dec 2022
    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.
  • Aia Singapore
    4 Times Qualifier Of Aia Prestige Club
    Aia Singapore Jan 2020 - Dec 2022
    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.
  • Aia Singapore
    Aia Million Dollar Club Platinum Consultant
    Aia Singapore Jan 2019 - Jan 2021
  • Aia
    High Net-Worth Personal Wealth Manager
    Aia Aug 2015 - Dec 2022
    Sp-Anthony-Eas
    Specialise in:Risk Management, Family Offices and Business Continuity Planning for High Net-worth Individuals.
  • Aia Toastmasters Club
    Immediate Past President
    Aia Toastmasters Club Jul 2019 - Jun 2020
  • Aia Toastmasters Club
    Club President
    Aia Toastmasters Club Jul 2018 - Jun 2019
    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
  • Aia Toastmasters Club
    Vice President Education
    Aia Toastmasters Club Jul 2017 - Jun 2018
    My role is to oversee the education growth of my members and the quality of meeting in my club.
  • Toastmasters International
    Division Director
    Toastmasters International Jul 2017 - Jun 2018
    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.
  • Toastmasters International
    Area Director
    Toastmasters International Jul 2016 - Jun 2017
    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.
  • Brahm Centre Toastmasters Club
    Club Coach
    Brahm Centre Toastmasters Club Nov 2016 - Jun 2017
    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.
  • Self-Emplyed
    Associate Agency Leader
    Self-Emplyed 2011 - 2013
    Guiding team members to excel in their profession in the financial industry through empowerment and encouragement.
  • Axa
    Associate Development Manager
    Axa Aug 2009 - Nov 2010
    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.
  • Pinnacle Advisory Services
    Associate Financial Consultant
    Pinnacle Advisory Services Apr 2010 - Oct 2010
    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

Eric Tan Skills

Leadership Financial Advisory Professional Network Banking Insurance Retirement Planning Sales Financial Planning Networking Portfolio Management Investments Financial Risk Business Development Mortgage Lending Communication Finance Team Leadership Strategy Financial Services Wealth Management Life Insurance Business Planning Microsoft Office Risk Management Customer Service Personal Branding Less Business Strategy Management Resume Retirement Linkedin

Eric Tan Education Details

Frequently Asked Questions about Eric Tan

What company does Eric Tan work for?

Eric Tan works for Aia Singapore

What is Eric Tan's role at the current company?

Eric Tan's current role is Prestige Wealth Manager.

What schools did Eric Tan attend?

Eric Tan attended Nanyang Technological University, Xinmin Sec.

What skills is Eric Tan known for?

Eric Tan has skills like Leadership, Financial Advisory, Professional Network, Banking, Insurance, Retirement Planning, Sales, Financial Planning, Networking, Portfolio Management, Investments, Financial Risk.

Who are Eric Tan's colleagues?

Eric Tan's colleagues are Paul Chia, Herman Arya, Elynda Leow, Serene Teo, Serene Loh, Yarui Luo, Ming Jie Yap.

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