Nicholas Tan
Summary
- Obtained a revenue of 1.1 million in the year of 2023
- Won the awards for Brilliant star for the following quarters Q1,Q2 and Q3
- Won the awards for Circle of Excellence for the following quarters Q1,Q2 and Q3
- Qualified for the Circle of Excellence overseas trip by Ranking 3rd in Network for the year of 2023 in terms of Bancassurance sales
Overview
3
3
years of professional experience
Work History
Treasures Relationship Manager
DBS Bank
09.2022 - Current
- Negotiated favorable terms on behalf of clients during complex transactions, maximizing profitability while minimizing potential risks.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Collaborated with cross-functional teams for seamless management of high-profile accounts, resulting in improved customer satisfaction.
- Evaluated portfolio performance regularly using advanced analytics tools, making strategic recommendations to optimize client returns.
- Strengthened client relationships by actively listening to their needs and providing tailored financial solutions.
- Mentored junior team members on best practices in relationship management techniques, contributing to overall team success and growth within the company.
Senior Personal Financial Consultant
OCBC Bank
04.2021 - 07.2022
- Analyzed financial needs of clients and developed tailored strategies to meet goals.
- Provided specialized financial planning support for clients with diverse portfolios and individual needs.
- Advised clients on investments, retirement and estate planning.
- Managed to get promoted in the earliest cycle and qualify for Fast track promotion by achieving revenue targets.
Education
Bachelor of Science - Accounting And Finance
University of London
Singapore05.2019
Skills
- Risk Management
- Investment Adviser Certified Compliance Professional
- Customer Service
- Risk Assessment
- Client acquisition
Timeline
Treasures Relationship Manager
DBS Bank
09.2022 - Current
Senior Personal Financial Consultant
OCBC Bank
04.2021 - 07.2022
Bachelor of Science - Accounting And Finance
University of London
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