Tan Thomas, Cfa Email & Phone Number

Singapore

Singapore

Provides end-to-end marketing and investment support to institutional clients on investment training, market outlook, funds and strategy update as well as new product launches.Manage and nurture institutional clients relationship (both existing and new) to meet corporate objectives and targets. Develop materials and programs to up-skill investment knowledge and foundation of advisors, lifting the awareness and importance of long-term investing. Active involvement in client engagements showcasing AIA’s long term packaged solutions to help clients achieve their financial goals. Develop and deliver regular publication and market outlook to advisors, to keep them abreast on market developments and the active portfolio actions that were taken. Collaborate closely with institutional clients to co-develop strategies and working with internal stakeholders to bring it live.

Singapore

Co-founder of Pinnacle Wealth Academy. The company was formed with the aim to provide financial advisors practical and relevant practitioners knowledge, in order to build meaningful, lasting relationship with their clients. The 2 founders of Pinnacle Wealth have a combined 30 years of experience in high net-worth sales and advisory. They strongly believe in sharing those experiences and knowledge to help shorten one’s learning path, allowing the individual to exceed and excel at the right pace and in the right direction.

Singapore

Led a team of specialists who are product experts in insurance, investment as well as treasury products. Provides the leadership as well as products/market views and outlook to ensure the specialists and product managers provide the best in class suite of solutions to clients.Instrument member of OCBC’s Life Goal program, providing his expertise in portfolio advisory with the aid of technology. Idealize and conceptualize training roadmap and materials for the sales network.

Singapore

A member of the pioneer team with the OCBC Wealth Management - Investment Advisory team providing investment advices across the various asset classes to high net-worth clients, ranging from forex, funds, equities and fixed income to structured products involving derivatives. A Specialist who looks into portfolio allocation/construction, as well as the product lead for bonds and equity-linked structured products.The team is also tasked to write regular investment reports and periodicals. On a monthly basis, he conducts client seminars to share on emerging topics and products available for clients to leverage on house views and strategies.From time to time, he travels with the offshore sales force to the region for client seminars and engagements, leveraging on his fluency in both spoken and written English and Mandarin.He is an instrumental member of the Goal-Based Advisory project whereby clients' goals are key in crafting solution-based conversation. Leveraging off his strong technical skill, Thomas designs and train bankers in key financial products and soft skills.

Singapore

Design and craft in-house training programs to keep MAS officers abreast with market developments in term of both macro environment and investment products.

Singapore

Manages the wealth of high networth clients across the various asset classes.

Providing sound investment and insurance solutions to clients.