Jason Tay

Jason Tay Email and Phone Number

Associate Director @ NAB
melbourne, victoria, australia
Jason Tay's Location
Greater Perth Area, Australia
Jason Tay's Contact Details

Jason Tay personal email

About Jason Tay

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.

Jason Tay's Current Company Details
NAB

Nab

View
Associate Director
melbourne, victoria, australia
Website:
nab.com.au
Employees:
28659
Jason Tay Work Experience Details
  • Nab
    Associate Director
    Nab Sep 2023 - Present
    Perth, Western Australia, Australia
  • Nab
    Investment Executive
    Nab Jun 2022 - Sep 2023
    Perth, Western Australia, Australia
  • Citi
    Citigold Executive (Vp)
    Citi Jan 2022 - Jun 2022
    Perth, Western Australia, Australia
  • Citi
    Citigold Relationship Manager (Avp)
    Citi Jul 2016 - Dec 2021
    Perth, Western Australia, Australia
  • Citi
    Citigold Relationship Manager
    Citi Apr 2013 - Jun 2016
    Perth, Australia
  • Godfrey Pembroke Ltd
    Associate Financial Adviser
    Godfrey Pembroke Ltd Oct 2009 - Apr 2013
  • Anz
    Associate Financial Adviser (Private Bank)
    Anz Oct 2007 - Aug 2009
  • Soul
    Dealers Consultant/Finance Assistant
    Soul Jan 2007 - Dec 2007
  • Moore Stephens
    Associate Financial Adviser
    Moore Stephens Jan 2007 - Dec 2007

Jason Tay Skills

Superannuation Wealth Management Wealth Strategic Financial Planning Income Protection Retirement Planning Financial Advisory Finance Investment Strategies Banking Relationship Management Risk Management Financial Planning Wealth Accumulation Investment Advisory Financial Services Portfolio Management Financial Planners Structured Products

Jason Tay Education Details

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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