Jason Tay work email
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Jason Tay personal email
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I am a dedicated professional with a strong passion for assisting high net worth and ultra high net worth individuals and their families in effectively managing and expanding their assets. With over 15 years of experience in the field of private wealth management, I have developed a comprehensive understanding of the unique needs and goals of HNW/UHNW clients and family groups. Currently serving as an Investment Executive at NAB Private Bank, I successfully oversee a diverse portfolio of both local and international clients. During my tenure at Citi, prior to its Consumer Business being acquired by NAB, I gained valuable expertise and spent nine years contributing to the success of the organization. Additionally, I have a background in Private Banking and have worked at a boutique financial advisory firm.Beyond the professional realm, you can often find me indulging my adventurous spirit through travel, having explored 45 countries and counting. Alternatively, I enjoy the culinary arts and find great joy in both eating and cooking at home.Should you have any inquiries or wish to connect, please feel free to send me a message.
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Associate DirectorNab Sep 2023 - PresentPerth, Western Australia, Australia -
Investment ExecutiveNab Jun 2022 - Sep 2023Perth, Western Australia, Australia -
Citigold Executive (Vp)Citi Jan 2022 - Jun 2022Perth, Western Australia, Australia -
Citigold Relationship Manager (Avp)Citi Jul 2016 - Dec 2021Perth, Western Australia, Australia -
Citigold Relationship ManagerCiti Apr 2013 - Jun 2016Perth, Australia -
Associate Financial AdviserGodfrey Pembroke Ltd Oct 2009 - Apr 2013 -
Associate Financial Adviser (Private Bank)Anz Oct 2007 - Aug 2009 -
Dealers Consultant/Finance AssistantSoul Jan 2007 - Dec 2007 -
Associate Financial AdviserMoore Stephens Jan 2007 - Dec 2007
Jason Tay Skills
Jason Tay Education Details
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Accounting & Financial Planning -
Certified Financial Planner (Cfp®) -
Kaplan ProfessionalFinancial Services
Frequently Asked Questions about Jason Tay
What company does Jason Tay work for?
Jason Tay works for Nab
What is Jason Tay's role at the current company?
Jason Tay's current role is Associate Director.
What is Jason Tay's email address?
Jason Tay's email address is j4****@****ail.com
What schools did Jason Tay attend?
Jason Tay attended Curtin University, Deakin University, Kaplan Professional.
What skills is Jason Tay known for?
Jason Tay has skills like Superannuation, Wealth Management, Wealth, Strategic Financial Planning, Income Protection, Retirement Planning, Financial Advisory, Finance, Investment Strategies, Banking, Relationship Management, Risk Management.
Who are Jason Tay's colleagues?
Jason Tay's colleagues are Marie Duguid, Wal Oghanna, Naren Kumar, Duy Phan, Kim Berhanu, Sonia Dahdah, Christine Glendenning.
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