RAY TAN WEI JIN
Summary
Having 6 years of working experience in the financial services industry, it has taught me how to connect and interact with people. Strong background in understanding financial markets and products, to provide clients advise on investment strategies and financial planning.
I am extremely passionate about capital markets and keep myself abreast to the latest market news by tuning in daily to Bloomberg Live TV.
My long term career goal is to be able to pursue a role in investment banking. I am willing to learn and put in the hours necessary. Presently pursuing my CFA certification.
Overview
6
6
years of professional experience
Work History
PERSONAL WEALTH MANAGER
HSBC BANK SINGAPORE
02.2022 - Current
- Build and entrench client relationships
- Advise clients on investment strategies and financial planning to meet their goals
- Drive sales in retail banking wealth products
EXECUTIVE WEALTH MANAGER
PROFESIONAL INVESTMENT ADVISORY SERVICES
01.2020 - 01.2022
- Build and entrench client relationships
- Provide financial planning, portfolio management and investment advisory services to clients
- Set realistic targets towards sales achievements
- Co-Chair CIO of Alpha Wealth Group
- Preparation of weekly financial market updates
- Support fellow financial Advisors on Global Macro Outlook and Market Trends
FINANCIAL CONSULTANT
AXA INSURANCE SINGAPORE PTE LTD
01.2018 - 01.2019
- Cultivated and strengthened relationships with new and existing clients
- Work with clients to discuss assets & liabilities, cashflow & expenses, long-term and short-term investment goals to devise financial plans
Education
Bachelor of Science - Finance
SINGAPORE UNIVERSITY OF SOCIAL SCIENCES
Singapore10.2022
Diploma in International Business -
SINGAPORE INSTITUTE OF MANAGEMENT
Singapore06.2017
GCE A LEVELS -
SERANGOON JUNIOR COLLEGE
Singapore12.2011
Skills
- Microsoft Word Microsoft Powerpoint Microsoft Excel
- Excellent interpersonal and communication skills
- Ability to maintain strong relationship with clients
- Able to construct client pitch decks
Accomplishments
- Awarded Shining Star Q4 2022, in recognition of top 10% bankers in sales figures for wealth products
- Top 15 percentile in peer bankers ranking for Q1 2023
- Top 30 percentile in peer bankers ranking for Q2 2023
Timeline
PERSONAL WEALTH MANAGER
HSBC BANK SINGAPORE
02.2022 - Current
EXECUTIVE WEALTH MANAGER
PROFESIONAL INVESTMENT ADVISORY SERVICES
01.2020 - 01.2022
FINANCIAL CONSULTANT
AXA INSURANCE SINGAPORE PTE LTD
01.2018 - 01.2019
Bachelor of Science - Finance
SINGAPORE UNIVERSITY OF SOCIAL SCIENCES
Diploma in International Business -
SINGAPORE INSTITUTE OF MANAGEMENT
GCE A LEVELS -
SERANGOON JUNIOR COLLEGE
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