Jordan Tan Yong Liang
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Jordan Tan Yong Liang Email & Phone Number

Wealth Manager at SG Alliance
Location: Singapore, Singapore, Singapore 12 work roles 3 schools
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Current company
Role
Wealth Manager
Location
Singapore, Singapore, Singapore
Company size

Who is Jordan Tan Yong Liang? Overview

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Quick answer

Jordan Tan Yong Liang is listed as Wealth Manager at SG Alliance, a company with 160 employees, based in Singapore, Singapore, Singapore. AeroLeads shows a matched LinkedIn profile for Jordan Tan Yong Liang.

Jordan Tan Yong Liang previously worked as Relationship Director at Summit Planners Pte Ltd and Financial Services Consultant at Manulife Financial Advisers Pte Ltd. Jordan Tan Yong Liang holds Bachelor Of Commerce - Bcom, Finance And Economics from Monash University.

Company email context

Email format at SG Alliance

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SG Alliance

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Profile bio

About Jordan Tan Yong Liang

Coming back from Melbourne with experience in Finance, Jordan was excited to join the Banking industry. After getting several job offers from major banks like DBS and CitiBank, he took the time to understand the banking culture as well as the future prospects. Addition to his free spirited mentality, he decided to join the Financial Advisory industry. Having lost his dearest mum to lung cancer in Oct 2020 as well as personal medical experiences, He understood the major role financial planning and insurance have when a family undergo such an unfortunate event. He was determined to make a difference, a life at a time.He can be found on Instagram: @Jordan_tylJordan believes in value adding to your portfolio, working alongside you to ensure suitability to your unique needs especially as you progress through different stages of life. He challenges you to view financial planning in a different light with him.Drop him a DM and he’ll share with you more!

Listed skills include Oral And Written Communication, Microsoft Excel, Leadership, Team Management, and 9 others.

Current workplace

Jordan Tan Yong Liang's current company

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SG Alliance
Sg Alliance
Wealth Manager
Singapore
Employees
160
AeroLeads page
12 roles

Jordan Tan Yong Liang work experience

A career timeline built from the work history available for this profile.

Relationship Director

Current

Inspired by an extraordinary vision and created in December 2000, Summit Planners is an avant-garde organisation thatworks in conjunction with professionals and institutions to provide clients with business and financial solutions.At Summit Planners, we strive to provide our clients with customised solutions from our suite of services to match not onlythe.

Jun 2021 - Present

Financial Services Consultant

Current

Singapore

At Manulife Financial Advisers, we are committed to putting our clients’ needs first.Our clients will enjoy access to a wide range of solutions from Manulife as well as other trusted partners to meet theirinsurance, investment and retirement needs.Backed by Manulife Singapore, a leading Canadian-based financial services group with principal operations in.

Jun 2021 - Present

Financial Services Consultant

Current

Summit Planners Xchange is a branch representing Summit Planners Cluster, a cluster of branch units representing Manulife Financial Advisers Pte Ltd.

Jun 2021 - Present

Financial Consultant

Melbourne, Australia

-Documenting and analysing of client’s objectives and financial status-Researching and providing top 3 lenders and loan structure to meet client’sobjectives and maximise tax benefits-Engaging with BDMs, Lenders and Conveyancers to ensure smoothsubmission of deals and working synergistically towards settlement-Regularly maintaining of CRM-Networking with.

Jun 2019 - Jun 2020

Retail Associate

Melbourne, Australia

-Documentation and analysis of Excel spreadsheets for VIP relationship management and improvement of existing spreadsheets for data processing-Demonstrated excellent interpersonal communication skills by building meaningful relationships with clients and being highly responsive to their needs-Tracking, analyzing and writing the daily and weekly business.

Jul 2018 - Jun 2020

Swim Coach

Yale Swimming School

Singapore

-Inspire and educate children of age 4 to 12 through creativity-Performance management through recognizing and analysing problems-Relationship management between school and children's parents-Marketing and recruitment of new students

Nov 2016 - Jan 2018

Sales Associate

Singapore

-Professional relationship building and management with customers in identifying and catering client demands-Analyzing customer demography, forecasting and organizing orders-Increased storage effectiveness using strategic planning by restructuring system used for inventory

Nov 2016 - Jan 2017

Personal Assistant To Deputy Commander

Singapore

-Directed a team of 30 personnel for external improvement testing with the Unmanned Ground Vehicle -Project managed the creation of camouflage mask including negotiation with suppliers and pilot testing with a company of 146 personnel -Managed a $30,000 budget to plan and organize battalion-wide events for 800 personnel-Professional relationship management.

Jan 2014 - Jan 2016

Lifeguard

Certis Cisco Security

Singapore

-Situation prevention through problem anticipation, strategic planning and assertive communication-Organising treatment of pool to ensure compliance-Monitoring and communication of weather reports to ensure safety-Collaborate with team to organize shifts and schedules

Nov 2013 - Jan 2014

Camp Instructor

Sp Campers

Singapore

-Relationship management and negotiating with schools and external vendors-Forecasting and organisation of logistics and venues-Planning and implementation of itinerary and contingency plans-Management and supervision of children age 11 and 12-Situation prevention through problem anticipation and assertive communication-Resourceful problem solving during.

Nov 2012 - Dec 2012
Team & coworkers

Colleagues at SG Alliance

Other employees you can reach at summitplanners.com. View company contacts for 160 employees →

3 education records

Jordan Tan Yong Liang education

Bachelor Of Commerce - Bcom, Finance And Economics

Residential Advisor at Monash Residential Services: Jan 2017 - Jan 2018 High Distinctions: Microeconomics, Macroeconomics, Statistics.

Gce Advanced Level, Subjects: H2 Physics, H2 Chemistry, H2 Mathematics, H1 General Paper, H1 Project Work, H1 Mandarin

Serangoon Junior College

Physical Trainer of Rock Climbing: Feb 2012 - Feb 2013 Head of Logistics of SR Olympics: Nov 2011 - July 2012 Team Leader in SR Global.

Gce Ordinary Level, English, Combined Humanities, Mathematics, Additional Mathematics, Physics, Chemistry, Mandarin

Pei Hwa Secondary School

President of Aeromodelling Club: Jan 2009 - Jan 2010 Vice-President of Student Council: Jan 2009 - Jan 2010 Vice-Captain of Badminton: Jan.

FAQ

Frequently asked questions about Jordan Tan Yong Liang

Quick answers generated from the profile data available on this page.

What company does Jordan Tan Yong Liang work for?

Jordan Tan Yong Liang works for SG Alliance.

What is Jordan Tan Yong Liang's role at SG Alliance?

Jordan Tan Yong Liang is listed as Wealth Manager at SG Alliance.

Where is Jordan Tan Yong Liang based?

Jordan Tan Yong Liang is based in Singapore, Singapore, Singapore while working with SG Alliance.

What companies has Jordan Tan Yong Liang worked for?

Jordan Tan Yong Liang has worked for Sg Alliance, Summit Planners Pte Ltd, Manulife Financial Advisers Pte Ltd, Summit Planners Xchange, and Prudential Assurance Company Singapore.

Who are Jordan Tan Yong Liang's colleagues at SG Alliance?

Jordan Tan Yong Liang's colleagues at SG Alliance include Hannah Leong, Evon Tay, Abdul Nazar Syed Ibrahim, James Loh, and Shane Ang.

How can I contact Jordan Tan Yong Liang?

You can use AeroLeads to view verified contact signals for Jordan Tan Yong Liang at SG Alliance, including work email, phone, and LinkedIn data when available.

What schools did Jordan Tan Yong Liang attend?

Jordan Tan Yong Liang holds Bachelor Of Commerce - Bcom, Finance And Economics from Monash University.

What skills is Jordan Tan Yong Liang known for?

Jordan Tan Yong Liang is listed with skills including Oral And Written Communication, Microsoft Excel, Leadership, Team Management, Problem Solving, Creative And Collaborative Problem Solving, Teamwork, and Customer Service.

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