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Wei Jien Tan Email & Phone Number
Senior Wealth Planning Manager
at
DBS Bank
LinkedIn matched
✓ Verified Jul 2026
3 data sources
Profile completeness 86%
Current company
Role
Senior Wealth Planning Manager
Location
Singapore
Company size
Who is Wei Jien Tan? Overview
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Quick answer
Wei Jien Tan is listed as Senior Wealth Planning Manager at DBS Bank, a with 33361 employees, based in Singapore. AeroLeads shows a matched LinkedIn profile for Wei Jien Tan.
Wei Jien Tan previously worked as Senior Personal Financial Consultant at Ocbc and Personal Financial Consultant at Ocbc Bank. Wei Jien Tan holds Bachelor'S Degree, International Business, Cgpa 3.2075 from Universiti Tunku Abdul Rahman (Utar).
Company email context
Email format at DBS Bank
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DBS Bank
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Profile bio
About Wei Jien Tan
Wei Jien Tan is a Senior Wealth Planning Manager at DBS Bank. They is proficient in Malay, Cantonese and English.
Current workplace
Wei Jien Tan's current company
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Dbs Bank
6 roles
Wei Jien Tan work experience
A career timeline built from the work history available for this profile.
Senior Personal Financial Consultant
Personal Financial Consultant
- 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 policies, regulatory risk and compliance matters.- Achieved North East Monthly Star Award Personal Banking - May 2024, Aug 2024.
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.- Attend to enquiries from walk-in customers.- Increase customer base by proactively acting on leads from database and setting up appointments with potential customers.
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
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 DBS Bank.
What is Wei Jien Tan's role at DBS Bank?
Wei Jien Tan is listed as Senior Wealth Planning Manager at DBS Bank.
Where is Wei Jien Tan based?
Wei Jien Tan is based in Singapore while working with DBS Bank.
What companies has Wei Jien Tan worked for?
Wei Jien Tan has worked for Dbs Bank, Ocbc, Ocbc Bank, Income, and L&Co. Plt..
How can I contact Wei Jien Tan?
You can use AeroLeads to view verified contact signals for Wei Jien Tan at DBS Bank, 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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