Tan Zhi Xuan
Senior Wealth Planning Manager
Summary
Dedicated and professional personal banker with a demonstrated track record of engaging clients, managing their portfolios, and leading them towards achieving their financial goals.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Senior Wealth Planning Manager
DBS
03.2020 - Current
- Managed a consistent portfolio of clients with varied profiles
- Increased client satisfaction by developing tailored wealth planning strategies for clients
- Established and cultivated client loyalty by understanding client needs and advising them on the most effective products for their financial goals
- Proactively identified new service and sales opportunities by strategically managing telecommunications and branch walk-ins
- Gained first hand experience of branch service operations, as well as risk and compliance protocols
Education
BBA - Business
Nanyang Business School
04.2001 -
Skills
Financial planning proficiency
Wealth management expertise
Customer service
Certification
M5, M8, M8A, M9, M9A, CMFAS 1B, CMFAS 6, CMFAS 6A
Accomplishments
Q2 2020 Rising Wow Silver
June 2020 WOW Award
May 2022 WOW Award (>100k APE)
June 2022 WOW Award (>100k APE)
Q2 2022 WOW Club Bronze (>200k APE)
July 2022 WOW Award (>100k APE)
Sep 2022 WOW Award (>100k APE)
Q3 2022 WOW Club Bronze (>200k APE)
Q4 2022 WOW Club Silver(>250k APE)
May 2023 WOW Award (>100k APE)
June 2023 WOW Award (>100k APE)
Q2 2023 WOW Club Silver(>250k APE)
Jan 2024 WOW Award (>70k APE)
March 2024 WOW Award (>70k APE)
May 2024 WOW Award (>70k APE)
June 2024 WOW Award (>70k APE)
Dec 2024 WOW Award (>70k APE)
Timeline
Senior Wealth Planning Manager
DBS
03.2020 - Current
BBA - Business
Nanyang Business School
04.2001 -
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