Steve Tan
Summary
Dynamic, results-driven Director - Senior Client Advisor with 18 years of success in wealth management. Proven expertise in analytical thinking, teamwork, and problem-solving, with a dedication to excellence. Recognized as a yearly Sales Excellence Award winner for 10 consecutive years and as an Eagle Award Winner for three years. Aiming to continue delivering exceptional value and fostering strong client relationships.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Director - Senior Client Advisor
UOB Singapore
Singapore, Singapore
06.2009 - Current
Defining financial goals with high net worth clients.
Building and managing clients' portfolio.
Dedicated to providing exceptional financial and legacy solutions to high net worth clients.
Provide exceptional positive services/experiences with clients to foster a strong banking relationship.
Premier Relationship Manager
HSBC Singapore
Singapore, Singapore
03.2008 - 06.2009
Maintained a positive and productive relationship with the client, resulting in consistently high customer satisfaction ratings. Strengthened client relationships by providing personalized financial solutions and tailored wealth management advice.
Senior Personal Banker
UOB Singapore
Singapore
07.2006 - 03.2008
Resolved complex customer inquiries, demonstrating exceptional problem-solving skills and customer service expertise.
Conducted financial reviews for customers, identifying opportunities for cross-selling additional products and services.
Education
Bachelor of Arts - Economics
National University of Singapore
03.2006
Skills
Ability to Work Under Pressure
Analytical Thinking
Client Relationships
Financial Advice/Wealth Management
Strong Team Player
Certification
- CACS Paper 1 and 2
- CMFAS HI, M1B, M5, M6A, M8A, M9 and M9A
Timeline
Director - Senior Client Advisor
UOB Singapore
06.2009 - Current
Premier Relationship Manager
HSBC Singapore
03.2008 - 06.2009
Senior Personal Banker
UOB Singapore
07.2006 - 03.2008
Bachelor of Arts - Economics
National University of Singapore