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Wei Jien Tan Email & Phone Number
Senior Personal Financial Consultant
at
OCBC
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Role
Senior Personal Financial Consultant
Location
Singapore, Singapore, Singapore
Company size
Who is Wei Jien Tan? Overview
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Quick answer
Wei Jien Tan is listed as Senior Personal Financial Consultant at OCBC, a company with 19625 employees, based in Singapore, Singapore, Singapore. AeroLeads shows a matched LinkedIn profile for Wei Jien Tan.
Wei Jien Tan previously worked as Personal Financial Consultant at Ocbc Bank and Client Advisor at Income. Wei Jien Tan holds Bachelor'S Degree, International Business, Cgpa 3.2075 from Universiti Tunku Abdul Rahman (Utar).
Company email context
Email format at OCBC
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OCBC
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Profile bio
About Wei Jien Tan
Wei Jien Tan is a Senior Personal Financial Consultant at OCBC. They is proficient in Malay, Cantonese and English.
Current workplace
Wei Jien Tan's current company
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Ocbc
5 roles
Wei Jien Tan work experience
A career timeline built from the work history available for this profile.
Personal Financial Consultant
Current- Provide one-stop banking solutions to customers.- Provide financial advisory, promote and cross-sell a comprehensive range of financial products and services.- Proactively manage and build long term customer relationship.- Provide good after-sales and conduct sales visits to potential customers within the vicinity.- Ensure adherence to the relevant.
Jun 2023 - Present
Client Advisor
- Provide financial advice supported by proper fact-finding based on customers’ financial goals.- Maintain and develop long-lasting relationships with both existing and potential customers.- Capitalize on sales opportunities via customer events, financial reviews and branch engagement activities.- Sales through referrals from Branch Services colleagues..
Apr 2022 - Jun 2023
Accounting Executive
L&Co. Plt.
- Data entry for expenses / salary / wages listings.- Compute Bank Reconciliation on SQL Financial Accounting Software.- Arrange & categorize the hardcopy documents of client.- Assist in filling information for taxation purpose (Form EA, 55, etc)
May 2021 - Jul 2021
Industrial Trainee
L&Co. Plt.
- Mainly focus on Corporate Secretary tasks.- Prepare Annual Return, Bank / Board’s / Member’s Resolution.- Contact legal authorities (SSM, LHDN, etc) for clients’ information.- Assist Accounting Department for data entry.- Assist Business Development Team in preparing cold-call lists.
Jan 2021 - Apr 2021
Team & coworkers
Colleagues at OCBC
Other employees you can reach at ocbc.com. View company contacts for 19625 employees →
AB
Ang Boon Thong
Colleague at Ocbc
WP. Kuala Lumpur, Federal Territory Of Kuala Lumpur, Malaysia, Malaysia
View →
QJ
Qun Jia Chan
Colleague at Ocbc
Singapore, Singapore
View →
SF
Syazana Fakhira
Colleague at Ocbc
Kajang, Selangor, Malaysia, Malaysia
View →
MJ
Masita Jamaludin
Colleague at Ocbc
Malaysia, Malaysia
View →
JL
Jason Law
Colleague at Ocbc
Hong Kong SAR, Hong Kong
View →
FL
Fundkiat Lim
Colleague at Ocbc
Ampang, Selangor, Malaysia, Malaysia
View →
JC
Jerry Chu
Colleague at Ocbc
Macao, Macao SAR, Macao
View →
吳
吳尚勳
Colleague at Ocbc
Taipei, Taipei City, Taiwan, Taiwan, Province Of China
View →
DS
Daniel Soh
Colleague at Ocbc
Kuala Lumpur, Federal Territory Of Kuala Lumpur, Malaysia, Malaysia
View →
BT
Bridget Teo
Colleague at Ocbc
Singapore, Singapore
View →
Ang Boon Thong
Colleague at Ocbc
WP. Kuala Lumpur, Federal Territory Of Kuala Lumpur, Malaysia, Malaysia
View →
QJ
Qun Jia Chan
Colleague at Ocbc
Singapore, Singapore
View →
SF
Syazana Fakhira
Colleague at Ocbc
Kajang, Selangor, Malaysia, Malaysia
View →
MJ
Masita Jamaludin
Colleague at Ocbc
Malaysia, Malaysia
View →
JL
Jason Law
Colleague at Ocbc
Hong Kong SAR, Hong Kong
View →
FL
Fundkiat Lim
Colleague at Ocbc
Ampang, Selangor, Malaysia, Malaysia
View →
JC
Jerry Chu
Colleague at Ocbc
Macao, Macao SAR, Macao
View →
吳
吳尚勳
Colleague at Ocbc
Taipei, Taipei City, Taiwan, Taiwan, Province Of China
View →
DS
Daniel Soh
Colleague at Ocbc
Kuala Lumpur, Federal Territory Of Kuala Lumpur, Malaysia, Malaysia
View →
BT
Bridget Teo
Colleague at Ocbc
Singapore, Singapore
View →
1 education record
Wei Jien Tan education
FAQ
Frequently asked questions about Wei Jien Tan
Quick answers generated from the profile data available on this page.
What company does Wei Jien Tan work for?
Wei Jien Tan works for OCBC.
What is Wei Jien Tan's role at OCBC?
Wei Jien Tan is listed as Senior Personal Financial Consultant at OCBC.
Where is Wei Jien Tan based?
Wei Jien Tan is based in Singapore, Singapore, Singapore while working with OCBC.
What companies has Wei Jien Tan worked for?
Wei Jien Tan has worked for Ocbc, Ocbc Bank, Income, and L&Co. Plt..
Who are Wei Jien Tan's colleagues at OCBC?
Wei Jien Tan's colleagues at OCBC include Ang Boon Thong, Qun Jia Chan, Syazana Fakhira, Masita Jamaludin, and Jason Law.
How can I contact Wei Jien Tan?
You can use AeroLeads to view verified contact signals for Wei Jien Tan at OCBC, including work email, phone, and LinkedIn data when available.
What schools did Wei Jien Tan attend?
Wei Jien Tan holds Bachelor'S Degree, International Business, Cgpa 3.2075 from Universiti Tunku Abdul Rahman (Utar).
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