โญ ๐๐ซ๐๐ง๐ฌ๐๐จ๐ซ๐ฆ๐ข๐ง๐ ๐๐ฌ๐ฉ๐ข๐ซ๐๐ญ๐ข๐จ๐ง๐ฌ ๐ข๐ง๐ญ๐จ ๐ ๐ข๐ง๐๐ง๐๐ข๐๐ฅ ๐๐๐๐ฅ๐ข๐ญ๐ข๐๐ฌ ๐ฐ๐ข๐ญ๐ก ๐๐จ๐๐ฎ๐ฌ๐ญ ๐๐ง๐ ๐๐๐ฌ๐ข๐ฅ๐ข๐๐ง๐ญ ๐๐๐๐ฅ๐ญ๐ก ๐๐จ๐ฅ๐ฎ๐ญ๐ข๐จ๐ง๐ฌ โญSince 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. ๐ 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 lifeโs demands is unparalleled.๐ ๐๐ซ๐๐๐ข๐๐ข๐ฅ๐ข๐ญ๐ฒ ๐๐๐ซ๐ค๐๐ซ๐ฌ:- ๐๐๐ ๐๐ซ๐๐ฌ๐ญ๐ข๐ ๐ ๐๐ฅ๐ฎ๐ ๐๐๐ฆ๐๐๐ซ: For 4 years, where my expertise in advising high-net-worth clients was recognized.- ๐๐๐ฏ๐๐ง๐๐๐ ๐๐๐ซ๐ญ๐ข๐๐ข๐๐๐ญ๐ข๐จ๐ง: From the Institute of Banking and Finance Singapore, showcasing my commitment to continuous learning and professional excellence.- ๐๐๐ง๐ข๐จ๐ซ ๐ ๐ข๐ง๐๐ง๐๐ข๐๐ฅ ๐๐๐ซ๐ฏ๐ข๐๐๐ฌ ๐๐จ๐ง๐ฌ๐ฎ๐ฅ๐ญ๐๐ง๐ญ: With a focus on investment management and structuring indexed universal life insurance to serve as powerful financial instruments.๐ What sets my approach apart is my unwavering commitment to understanding my clients' unique circumstances and aspirations. I donโt just create plans; I craft personalized financial journeys that are robust, resilient, and perfectly aligned with my clients' dreams.If youโre a high-net-worth individual or businessman looking to transform your financial goals into reality with tailored, resilient wealth strategies, letโs connect. ๐๐๐จ๐จ๐๐๐ ๐ข๐ ๐๐๐ง๐ ๐ค๐ฃ ๐๐๐ฃ๐ ๐๐๐๐ฃ, and let's explore how we can achieve your financial aspirations together.
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Prestige Wealth ManagerAia SingaporeSingapore -
Senior Consultant Financial ServicesAia Singapore May 2024 - PresentSingaporeAs 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. -
Executive DirectorEquinox Gemtz Jan 2023 - PresentSingapore -
Co Author Of "A Journey Of Riches - Develop Your Inner Strength"Elite Advisory Services Apr 2020 - Dec 2022Co 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. -
4 Times Qualifier Of Aia Prestige ClubAia Singapore Jan 2020 - Dec 2022AIA 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 Million Dollar Club Platinum ConsultantAia Singapore Jan 2019 - Jan 2021 -
High Net-Worth Personal Wealth ManagerAia Aug 2015 - Dec 2022Sp-Anthony-EasSpecialise in:Risk Management, Family Offices and Business Continuity Planning for High Net-worth Individuals. -
Immediate Past PresidentAia Toastmasters Club Jul 2019 - Jun 2020
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Club PresidentAia Toastmasters Club Jul 2018 - Jun 2019My 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
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Vice President EducationAia Toastmasters Club Jul 2017 - Jun 2018My role is to oversee the education growth of my members and the quality of meeting in my club.
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Division DirectorToastmasters International Jul 2017 - Jun 2018SingaporeMy 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. -
Area DirectorToastmasters International Jul 2016 - Jun 2017District 80 - SingaporeThe 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. -
Club CoachBrahm Centre Toastmasters Club Nov 2016 - Jun 2017SingaporeRole is to assist the club in their growth and program quality. So that they can achieve their distinguished goals by end of the term.
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Associate Agency LeaderSelf-Emplyed 2011 - 2013Guiding team members to excel in their profession in the financial industry through empowerment and encouragement.
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Associate Development ManagerAxa Aug 2009 - Nov 2010Achieve 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. -
Associate Financial ConsultantPinnacle Advisory Services Apr 2010 - Oct 2010Provide 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
Eric Tan Education Details
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Electrical And Electronics Engineering -
Xinmin SecMathematics And Science
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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Eric Tan
Asset Management | Fund Administration | Operations Leader | Business Leader | Chartered Accountant | Adjunct LecturerSingapore7gmail.com, templeton.com, gmail.com, golden-boronia.com, franklintempleton.com, blackrock.com, coupa.com3 +165093XXXXX
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