Kai Jun Tay
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Kai Jun Tay Email & Phone Number

I help young professionals, retirees and pre-retirees maximize their potential through optimal financial decisions, saving money and time, unlocking assets, and accelerating wealth creation | MDRT & IDA 2024 at Advisors Alliance Group
Location: Singapore, Singapore, Singapore 3 work roles 2 schools
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Role
I help young professionals, retirees and pre-retirees maximize their potential through optimal financial decisions, saving money and time, unlocking assets, and accelerating wealth creation | MDRT & IDA 2024
Location
Singapore, Singapore, Singapore
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Who is Kai Jun Tay? Overview

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Quick answer

Kai Jun Tay is listed as I help young professionals, retirees and pre-retirees maximize their potential through optimal financial decisions, saving money and time, unlocking assets, and accelerating wealth creation | MDRT & IDA 2024 at Advisors Alliance Group, a company with 316 employees, based in Singapore, Singapore, Singapore. AeroLeads shows a matched LinkedIn profile for Kai Jun Tay.

Kai Jun Tay previously worked as Executive Personal Wealth Manager at Advisors Alliance Group and Undergraduate Research Assistant at Nanyang Technological University Singapore. Kai Jun Tay holds Bachelor Of Social Sciences (Hons), Economics And Public Policy & Global Affairs, First Class Honours Cgpa Of 4.73 (As At Year 4 Semester 1) from Nanyang Technological University.

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Advisors Alliance Group

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Profile bio

About Kai Jun Tay

About two years ago, I was intrigued enough to start exploring finance as an area, for what must sound like a most ironic reason: I had no idea where to even start. Rather than walls, I saw a field of endless possibilities, and a great chance to start taking control of my own life early. Today, I continue to find the area of finance enthralling, as well as a wonderful, albeit invisible mentor which teaches me about the market, and myself, every single day. Having been fortunate enough to start my personal finance journey early, there are many reasons which continue driving me to pursue finance. Having experienced the confusion and fear of not knowing what to do with my money at a young age, I wish to become a finance professional to alleviate these feelings, which I feel no one ought to have to go through, especially late in their lives. This is a key reason why I have, in my own time, been writing my own layman investing guide to provide a scaffold for my friends and family on where, and how, they can start with investing.More importantly, having received guidance from a group of dedicated, patient individuals, I see myself becoming a finance professional as a way of giving back to the people who allowed me to start claiming my financial independence and future livelihood from such a young age.

Current workplace

Kai Jun Tay's current company

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Advisors Alliance Group
Advisors Alliance Group
I help young professionals, retirees and pre-retirees maximize their potential through optimal financial decisions, saving money and time, unlocking assets, and accelerating wealth creation | MDRT & IDA 2024
singapore, singapore
Employees
316
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3 roles

Kai Jun Tay work experience

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Executive Personal Wealth Manager

Current

Singapore

I empower young professionals, public and civil servants to take control of their financial planning, through providing clarity and crafting their personalized financial road maps.I assist pre-retirees and retirees to streamline their coverages and optimize their resources, maximizing the options and potential available for them for retirement while.

May 2023 - Present

Undergraduate Research Assistant

Singapore

Performed research in public policy and administration, with a focus on the Singapore government's policies to support the elderly (including CPF, eldercare initiatives, and inclusivity in the workplace)

Aug 2022 - Mar 2023

Business & Marketing Intern

Singapore

Spearheaded key strategic tasks, including market sizing, competitor analysis, company benchmarking.Revamped client SOPs (including client information decks and FAQ documents)Created Svested's first article series (total 10 articles) on CapTables and CapTable management

May 2022 - Nov 2022
Team & coworkers

Colleagues at Advisors Alliance Group

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2 education records

Kai Jun Tay education

Bachelor Of Social Sciences (Hons), Economics And Public Policy & Global Affairs, First Class Honours Cgpa Of 4.73 (As At Year 4 Semester 1)

Activities and Societies: NTU-Investment Interactive Club (Subcommittee and Executive Committee member); School of Social Sciences.

Gce A-Levels, Liberal Arts And Sciences, General Studies And Humanities, University Rank Point Of 88.75 Out Of 90, With 7 Distinctions At A-Levels

Activities and Societies: National Cadet Corps (Land); ELDDFS (Drama) Recipient of EESIS Award for 6 years, from 2012 to 2017; Graduated.

FAQ

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What company does Kai Jun Tay work for?

Kai Jun Tay works for Advisors Alliance Group.

What is Kai Jun Tay's role at Advisors Alliance Group?

Kai Jun Tay is listed as I help young professionals, retirees and pre-retirees maximize their potential through optimal financial decisions, saving money and time, unlocking assets, and accelerating wealth creation | MDRT & IDA 2024 at Advisors Alliance Group.

Where is Kai Jun Tay based?

Kai Jun Tay is based in Singapore, Singapore, Singapore while working with Advisors Alliance Group.

What companies has Kai Jun Tay worked for?

Kai Jun Tay has worked for Advisors Alliance Group, Nanyang Technological University Singapore, and Svested.

Who are Kai Jun Tay's colleagues at Advisors Alliance Group?

Kai Jun Tay's colleagues at Advisors Alliance Group include Wong Jin Wei, Edwin Lau, Brandon Wong, Chew Cheng Yi, and Louis Ang.

How can I contact Kai Jun Tay?

You can use AeroLeads to view verified contact signals for Kai Jun Tay at Advisors Alliance Group, including work email, phone, and LinkedIn data when available.

What schools did Kai Jun Tay attend?

Kai Jun Tay holds Bachelor Of Social Sciences (Hons), Economics And Public Policy & Global Affairs, First Class Honours Cgpa Of 4.73 (As At Year 4 Semester 1) from Nanyang Technological University.

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