Assistant Director, Investment Advisory
Current
Apr 2023 - Present
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Guan San Tan Email & Phone Number
Associate Director at iFAST Global Markets | Enriching lives with evidence based wealth advisory
at
iFAST Global Markets (Singapore)
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Current company
Role
Associate Director at iFAST Global Markets | Enriching lives with evidence based wealth advisory
Location
Singapore, Singapore, Singapore
Company size
Who is Guan San Tan? Overview
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Quick answer
Guan San Tan is listed as Associate Director at iFAST Global Markets | Enriching lives with evidence based wealth advisory at iFAST Global Markets (Singapore), a company with 18 employees, based in Singapore, Singapore, Singapore. AeroLeads shows a matched LinkedIn profile for Guan San Tan.
Guan San Tan previously worked as Assistant Director, Investment Advisory at Ifast Global Markets (Singapore) and Senior Investment Advisor at Ifast Global Markets (Singapore). Guan San Tan holds Bachelor’S Degree, Bachelor In Business Marketing from Rmit University.
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iFAST Global Markets (Singapore)
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Profile bio
About Guan San Tan
Advisory should be about what is best for clients, reliable, and above all, transparent.I simplify wealth management and investments, taking the guesswork out of the equation, with time tested and evidence based strategies that deliver reliable results. With nearly a decade of experience, I've worked with clients to navigate the complexity of financial markets, manage risk through strategic asset allocation, and have successfully grown client's investments into 6-7 figures portfolio towards important life aspirations.Having the privilege to advise over 30 million SGD in client assets in direct investments collectively, helping clients start their investment journey right. Freeing up your time so you can focus on the things that matters. No we do not advocate Insurance linked policies - due to the lack of flexibility and high cost.If you are looking for services to effectively manage your wealth, let's connect!In addition to my advisory work, I am a public speaker, delivering keynote speeches and conduct workshops for corporate events and webinars, sharing insights to empower the community with knowledge and confidence.My mission is to empower individuals to make informed decisions that maximize their potential and truly benefit their future.
Listed skills include Management, Adobe Photoshop, Adobe Premiere Pro, Final Cut Pro, and 5 others.
Current workplace
Guan San Tan's current company
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Ifast Global Markets (Singapore)
8 roles
Guan San Tan work experience
A career timeline built from the work history available for this profile.
Senior Investment Advisor
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.
Mar 2021 - Apr 2023
Priority Banking Relationship Manager
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.
Aug 2019 - Mar 2021
Branch Relationship Manager
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.
Feb 2019 - Aug 2019
Personal Financial Consultant
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.
Aug 2017 - Jan 2019
Startup Manager
Luna Bianca Bridal Boutique
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.
Oct 2015 - Jan 2017
Marketing Executive
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.
Feb 2015 - Sep 2015
Marketing Assistant
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.
Oct 2013 - Feb 2015
Team & coworkers
Colleagues at iFAST Global Markets (Singapore)
Other employees you can reach at ifastgm.com.sg. View company contacts for 18 employees →
AT
Aimee Tan
Colleague at Ifast Global Markets (Singapore)Singapore, Singapore
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JC
Jesse C.
Colleague at Ifast Global Markets (Singapore)Singapore, Singapore
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CT
Cason Teo Kang Ling
Colleague at Ifast Global Markets (Singapore)Singapore, Singapore, Singapore
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ST
Samuel Tan
Colleague at Ifast Global Markets (Singapore)Singapore, Singapore, Singapore
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KW
Kwang Weh Ching
Colleague at Ifast Global Markets (Singapore)Singapore, Singapore, Singapore
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JY
Joel Yong Sheng Jun
Colleague at Ifast Global Markets (Singapore)Singapore, Singapore
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AR
Abdul Razak
Colleague at Ifast Global Markets (Singapore)Singapore, Singapore
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SM
Sunil Menezes
Colleague at Ifast Global Markets (Singapore)Bengaluru, Karnataka, India, India
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GK
Giau Kim Low
Colleague at Ifast Global Markets (Singapore)Singapore, Singapore, Singapore
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JL
Jon Lim
Colleague at Ifast Global Markets (Singapore)Singapore, Singapore
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Aimee Tan
Colleague at Ifast Global Markets (Singapore)Singapore, Singapore
View →
JC
Jesse C.
Colleague at Ifast Global Markets (Singapore)Singapore, Singapore
View →
CT
Cason Teo Kang Ling
Colleague at Ifast Global Markets (Singapore)Singapore, Singapore, Singapore
View →
ST
Samuel Tan
Colleague at Ifast Global Markets (Singapore)Singapore, Singapore, Singapore
View →
KW
Kwang Weh Ching
Colleague at Ifast Global Markets (Singapore)Singapore, Singapore, Singapore
View →
JY
Joel Yong Sheng Jun
Colleague at Ifast Global Markets (Singapore)Singapore, Singapore
View →
AR
Abdul Razak
Colleague at Ifast Global Markets (Singapore)Singapore, Singapore
View →
SM
Sunil Menezes
Colleague at Ifast Global Markets (Singapore)Bengaluru, Karnataka, India, India
View →
GK
Giau Kim Low
Colleague at Ifast Global Markets (Singapore)Singapore, Singapore, Singapore
View →
JL
Jon Lim
Colleague at Ifast Global Markets (Singapore)Singapore, Singapore
View →
2 education records
Guan San Tan education
Bachelor’S Degree, Bachelor In Business Marketing
Diploma In Moving Images, Cinematography And Film/Video Production, Graduated
FAQ
Frequently asked questions about Guan San Tan
Quick answers generated from the profile data available on this page.
What company does Guan San Tan work for?
Guan San Tan works for iFAST Global Markets (Singapore).
What is Guan San Tan's role at iFAST Global Markets (Singapore)?
Guan San Tan is listed as Associate Director at iFAST Global Markets | Enriching lives with evidence based wealth advisory at iFAST Global Markets (Singapore).
Where is Guan San Tan based?
Guan San Tan is based in Singapore, Singapore, Singapore while working with iFAST Global Markets (Singapore).
What companies has Guan San Tan worked for?
Guan San Tan has worked for Ifast Global Markets (Singapore), Standard Chartered Bank, Ocbc Bank, Luna Bianca Bridal Boutique, and St Electronics.
Who are Guan San Tan's colleagues at iFAST Global Markets (Singapore)?
Guan San Tan's colleagues at iFAST Global Markets (Singapore) include Aimee Tan, Jesse C., Cason Teo Kang Ling, Samuel Tan, and Kwang Weh Ching.
How can I contact Guan San Tan?
You can use AeroLeads to view verified contact signals for Guan San Tan at iFAST Global Markets (Singapore), including work email, phone, and LinkedIn data when available.
What schools did Guan San Tan attend?
Guan San Tan holds Bachelor’S Degree, Bachelor In Business Marketing from Rmit University.
What skills is Guan San Tan known for?
Guan San Tan is listed with skills including Management, Adobe Photoshop, Adobe Premiere Pro, Final Cut Pro, Lightroom, After Effects, Microsoft Office, and Event Management.
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