Guan San Tan Email & Phone Number

Singapore, Singapore

Singapore

Senior Investment advisor, education in personal finance on CPF/SRS/Cash solution/risk management and mortgage advisory-Hosting of monthly investment webinar on market outlook, wealth management concepts and investment ideas -Training on Investment products, Technical analysis, market proficiency and client engagement for new advisors -Business development efforts for new client acquisition -Managing a collective client investment portfolio of 10 million asset under management as of end 2021-Key investment advisory focus - equity, bonds/fixed income, collective investment schemes (Unit trust and ETF), insurance products, discretionary portfolio management services, IPO and private placementsKey Achievement includes - Top Rookie 2021- iFAST Top investment advisory net volume 2021- iFAST Global wealth advisory symposium qualifier 2022- iFAST Global wealth advisory symposium qualifier 2023

Singapore

Tasked to manage client relationship with the bank while building investment portfolios for clients within the Priority and Priority Private segment of retail banking.Catching up with clients, providing quarterly reviews on investment performance with customized portfolio re-balancing. Keeping clients abreast of the global market outlook and equity trading ideas with technical analysis to grow client's portfolio to achieve financial objectives with investment tools and insurance solutions.Experienced in stock trading, equity linked structured investments, technical analysis, portfolio financing and risk management, foreign currency investments, collective investment schemes (Unit Trusts), Insurance and on mortgage/term loans advisory

Singapore

Branch Relationship Manager responsible for generating revenue through financial instruments and maintaining relationships with existing clients- KPI focuses on sales revenue, calls and appointment set per week from existing clienteles- Focus advisory for housing loans, collective investment schemes (Unit Trusts), structured and Treasury investments and bancassuranceKey achievement includes - Achieved Top Relationship Manager in the month of April 2019

Singapore

Financial consultant responsible of generating revenue through financial instruments and maintaining relationships with existing clients- KPI focuses on sales revenue, calls and appointment set per week from existing clienteles- Focus advisory for housing loans, collective investment schemes (Unit Trusts), structured investments and bancassuranceKey achievements includes - Achieving sales target 7 out of 12 consecutive months in 2018- Achieved Top Financial Consultant in the month of Feb 2018- Achieved 2nd Runner up Financial Consultant in the month of April 2018- Achieved above 100% target in the month of May 2018- Achieved 2nd Runner up Financial Consultant in the month of July 2018- Achieved above 100% target in the month of August 2018- Achieved 2nd Runner up Financial Consultant in the month of October 2018- Achieved Top Financial Consultant in the month of November 2018- Achieved above 200% target and awarded Solitaire Award by Head of Consumer Financial Services in the month of November 2018- Achieved above 100% target in the month of January 2019

21 Tan Quee Lan Street, Heritage Place, #01-02, Singapore 188108

Strategic marketing and management to enhance company efficiency and competitiveness of product offerings within the bridal industry for the companyTask includes- Market research, price structuring of bridal packages and add-ons services. - Sales, engaging clients and prospects to generate sales closure of products and services- Marketing, In charge of proposing and execution of marketing activities such as advertisements on various platforms, bridal roadshow event participation, seasonal campaigns and seasonal sales promotion & mechanics- Retail operations, in charge of the boutique's daily operations. - Coordination of client meeting and discussion with photographer, makeup artists and floral artists. Coordination of actual production for pre-wedding photography shoot and actual wedding day logistics- Inventory management, Gown tracking to prepare for pre-wedding production and actual day inventory, arrangements of dry wash and quality maintenance of gowns, suits and accessories.- Customer service, managing clients enquiry, feed back and service recovery

1 Ang Mo Kio Electronics Park Road St Engineering Hub

Marketing of customized security solutions within Singapore and globally via international Tradeshows and in-house prospect visitations.Task includes -Proposing potential and suitable defense and technology Tradeshows to penetrate markets and establish presence within local and global market- Organizing and coordinating local and international trade show in the relevant industries- Ensuring accuracy of booth setup for optimal presentation of security solutions for stakeholders- Managing internal and external stakeholders and vendors to work on ATL and BTL marketing collateral - Planning prospects and client visits to company facilities and presentation of solutions

8 Ang Mo Kio Industrial Park 2

Assist marketing managers in managing and overseeing and executing marketing campaigns and events.Working with retail and marketing managers to understand consumer trends and behaviours to design and execute marketing campaigns to drive sales and footfall Tasks includes - Campaign discussions and ideation on marketing objectives and promotion mechanics - ATL advertising which includes newspaper ad bookings, Radio ad bookings, TVC timeslot bookings as well as BTL marketing collateral for event and expo shows- Liaising with advertising agency and internal stakeholders on producing artworks for ATL and BTL advertising- Ensuring accuracy of marketing message and information. -Organizer and coordinating of EXPO scale consumer electronics events and shopping mall atrium shows. Overseeing event location setups and liaising with contractors to ensure the accuracy of the booth set-up and design

Bachelor’S Degree, Bachelor In Business Marketing

Diploma In Moving Images, Cinematography And Film/Video Production, Graduated