Lucas Tan Email and Phone Number
Lucas Tan is a Investment Specialist at Convergence Ventures at Convergence Ventures.
Convergence Ventures
View- Website:
- convergencevc.com
- Employees:
- 11
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Social Manager And Marketing Manager Of Loli CoinLoli Coin Jan 2022 - PresentSingapore
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Investment SpecialistConvergence Ventures Apr 2020 - Present- Manage and drive wealth revenue for Investment Products by assisting on Client Events, Tea Talks, Joint Sales Calls and giving unbiased product briefing to the Sales Team/Customers as and when required;- Provision of expertise and advisory to Sales Representatives and Customers on wealth related products;Cross promote to grow key product portfolios;- Coaching of Sales Representatives on key features in Investment Products;- Enhance customer service by providing unbiased specialized expertise/views required in managing wealth related products;- Understand customer’s financial profile and needs to develop strategies to address and meets customer’s requirements;- Adherence to Bank’s internal policies, business processes and regulatory requirements including compliance with related laws/Acts -
Investment ManagementOcbc Nisp Ventura Jul 2017 - Mar 2020Kuala Lumpur, Federal Territory Of Kuala Lumpur, Malaysia- Perform joint appointments with Senior Relationship Managers with the goal of building stronger consulting capabilities- Constant engagement with the Senior Relationship Managers to develop their consulting capabilities specifically in recommending investing solutions to the PPC segment- Active involvement alongside sales channels in customer ‘prospecting’, relationship building and new business pitches- Work with product teams, research team and sales channels to ensure proper follow through of market updates, customer portfolio actions and other business development opportunities- Represent the business and speak at appropriate customer forums -
Investment SpecialistHsbc May 2015 - Jul 2017Kuala Lumpur, Federal Territory Of Kuala Lumpur, Malaysia- Identify and lead potential strategic investment banking trends and opportunities- Drive sustainable growth and acquisition of market shares through relationship building and strategic partnerships with existing and new customers- Prepare well-informed investment recommendations and new product developments based on thorough research and analysis of the market trends and growth- Organise regular investment reports and reviews, including quantitative and qualitative portfolio studies- Continuously review investment policies, guidelines, asset allocation, risk management, compliance monitoring and etc
Lucas Tan Education Details
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Investments And Securities -
International Business/Trade/Commerce
Frequently Asked Questions about Lucas Tan
What company does Lucas Tan work for?
Lucas Tan works for Convergence Ventures
What is Lucas Tan's role at the current company?
Lucas Tan's current role is Investment Specialist at Convergence Ventures.
What schools did Lucas Tan attend?
Lucas Tan attended Kyung Hee University, Universiti Putra Malaysia.
Who are Lucas Tan's colleagues?
Lucas Tan's colleagues are Harry Bushong.
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