Toby Tan Email & Phone Number

Singapore

Singapore

As a portfolio advisor with Wellington Management, I work closely with portfolio managers as well as the firm’s specialists to articulate our investment views to clients and prospects. Within the portfolio advisor group, I cover a full spectrum of strategies and asset classes, spanning equities, fixed income and alternative investments. I represent the firm’s global investment capabilities and advise clients, prospects, and consultants on global investing concepts across the south-east Asian region.

Singapore

I represent the investment teams on fund updates, positioning, market outlook and strategy, to clients internal and external. As part of the regional Alpha team. I drive sales in our 1,200-strong ‘Affiliates’ channel, spanning 38 agencies across tied insurance agents as well as independent financial advisors. I do so by embedding myself into their value proposition through technical training, branch updates, product launches and client seminars I also have a project management function with initiatives varying across, product development, market & competitor analysis, marketing, and management information systems.

Singapore

Investment advisory support rendered to the entire Private Banking front-line consisting of 12-15 RMs across the Indonesia, Taiwan, Hong Kong, Singapore, Japanese and European teams, for a total of €1.2bn assets-under-management. This support is delivered in the form of morning commentaries with equity flows, portfolio review, product recommendations, RM (product) education, client-facing presentations, wealth planning & financial analysis and semi-annual investment strategies.Product Management responsibilities comprised new product sourcing and product strategy (alternatives, hedge funds, structured products), broker/provider management, Investment Committee gatekeeper, and product database & risk management. Central dealing responsibilities over smooth execution across all asset classes and broker review policy.

Singapore

Investment advisory support rendered to the entire Private Banking front-line consisting of 12-15 RMs across the Indonesia, Taiwan, Hong Kong, Singapore, Japanese and European teams, for a total of €1.2bn assets-under-management. This support is delivered in the form of morning commentaries with equity flows, portfolio review, product recommendations, RM (product) education, client-facing presentations, wealth planning & financial analysis and semi-annual investment strategies.Product Management responsibilities comprised new product sourcing and product strategy (alternatives, hedge funds, structured products), broker/provider management, Investment Committee gatekeeper, and product database & risk management. Central dealing responsibilities over smooth execution across all asset classes and broker review policy.

Singapore

Posted to one of our flagship city branches, Raffles Place, I began actively building up a client base and honing my customer rapport-building skills through a holistic financial planning approach which they can understand and relate to. This approach was a tactical choice to set myself apart, by drawing on my financial planning accreditations, ChFC (Chartered Financial Consultant) and CFP (Certified Financial Planner).

Singapore

Extensively trained in various aspects like, the psychology of selling, relationship management and compliance issues by Prudential Sales Academy and licensed by the relevant regulatory bodies to provide financial planning in relation to Insurance, Endowment and Investment linked products.

Msc, Wealth Management

Bachelor Of Science - Bs, Banking And Finance, 3Rd Class Honors

University of London