Summary
Overview
Work History
Education
Skills
Values
Public and Community leadership
Focus
Languages
Timeline
Generic
Wisely Tan Han Ju

Wisely Tan Han Ju

Singapore

Summary

With 23 years of experience in financial and insurance planning, this Senior Wealth Manager consistently achieves exceptional results. Trusted by the Director, tasked with mentoring and supervising Financial Consultants to ensure client goal attainment. Recognized as a solid team player, excelling in establishing trust and rapport with clients to build enduring relationships. Nominated as a speaker and facilitator for Group Insurance Schemes in public offices and institutions, further demonstrating expertise and industry recognition.


Experienced leader with strong background in guiding teams, managing complex projects, and achieving strategic objectives. Excels in developing efficient processes, ensuring high standards, and aligning efforts with organizational goals. Known for collaborative approach and commitment to excellence.

Overview

24
24
years of professional experience

Work History

Senior Wealth Manager

AVIVA LTD / SIngLife with Aviva / Singapore Life Ltd / PIAS
01.2020 - Current
  • Awards & Recognition : Top Senior Relationship Consulants Category in 2021, Top 50 SRC in 2022, Top 30 SRC in 2023
  • Negotiated favorable terms on behalf of clients in complex transactions involving real estate, private equity, and other alternative investments.
  • Educated clients on the benefits of philanthropy, helping them incorporate charitable giving into their overall financial plans.
  • Mentored junior team members to develop their skills in investment analysis, client relationship management, and sales techniques.
  • Increased client satisfaction by providing personalized wealth management solutions and tailored financial strategies.
  • Organized educational seminars for current and prospective clients on topics related to personal finance, investing strategies, and economic outlooks.
  • Cultivated strong relationships with clients through regular communication and in-person meetings to review progress toward financial goals.
  • Designed custom-tailored portfolios based on individual client needs, risk tolerance levels, time horizons, financial objectives.
  • Collaborated with tax professionals and attorneys to optimize clients'' wealth preservation strategies.
  • Proactively identified new business opportunities through networking events, referrals from existing clients, and strategic partnerships with other professionals in the industry.
  • Delivered exceptional client service through prompt communication, proactive problem-solving, and a commitment to always putting the client''s interests first.
  • Developed and maintained strong relationships with clients to maximize satisfaction.

Financial Services Consultant

AIA Singapore
01.2010 - 01.2020
  • Awards & Recognition : Quality Club 2011, Top A&H Producer 2017 & 2018
  • Reason for leaving : Disagreement with the new agency leadership

Associate Financial Planner

ManuLife Singapore
01.2008 - 01.2010
  • Reason for leaving : No leadership for more than 6 months when Agency Director was under investigation by internal compliance

Customer Service Officer

UOB Bank
01.2005 - 01.2007
  • Awards & Recognition : Quality Service Award 2006
  • Reason for leaving : stagnant career growth

Associate Financial Planner

Prudential Singapore
01.2001 - 01.2005
  • Awards & Recognition : MDRT qualifier 2004
  • Reason for leaving : Mother passed on suddenly in 2005

Education

GCE “A” Level - Economics, Accountancy and Chinese as First Language

Outram Institute
01.1998

Skills

  • Cash flow management
  • Insurance planning
  • Portfolio management
  • Lead prospecting
  • Business development
  • Client retention
  • Estate planning
  • Customer service
  • Teamwork and collaboration
  • Problem-solving
  • Effective communication
  • Client education
  • Excellent communication

Values

  • Management of tasks and a team
  • Collaborations between departments
  • Bridging conversations with stakeholders
  • Listening to feedbacks and different opinions
  • Establish trust and relationship with clientele
  • Mentoring juniors
  • Speak multiple local dialects to different groups
  • Speaking to public organisations
  • Problem solving and complaint resolution assigned by customer service centre.
  • Motivating to team members
  • Creative and always opened to new ideas

Public and Community leadership

  • PSG Chairman, North Vista Primary School, 2011 - 2015
  • PSG Vice-Chairman, North Vista Primary School, 2016 - 2017
  • Executive Board Member, Glaucoma Society of Singapore, 2013 - 2016
  • Executive Committee Member, Singapore Rotary Club, 2015 - 2016
  • Grassroots Leader, Pasir Ris-Punngol GRO, 2014 - Present
  • School Advisory Committee Board Member, North Vista Primary School, 2014 - 2019
  • Executive Member, SengKang Community Emergency & Engagement Committee, 2016 - Present
  • Team Leader, SengKang Neighbourhood Police Centre’s Citizen on Patrol initiative, 2015 - Present
  • Assistant Secretary, SengKang Grassroots Organisation

Focus

To elevate the entire team performance by anchoring on more than two decades of my financial expertise and rich experience in customers relationship., To continue personal growth and development in soft skills and values which are irreplaceable in this digital era.

Languages

English
Advanced (C1)
Chinese (Mandarin)
Advanced (C1)
Chinese (Cantonese)
Upper intermediate (B2)

Timeline

Senior Wealth Manager

AVIVA LTD / SIngLife with Aviva / Singapore Life Ltd / PIAS
01.2020 - Current

Financial Services Consultant

AIA Singapore
01.2010 - 01.2020

Associate Financial Planner

ManuLife Singapore
01.2008 - 01.2010

Customer Service Officer

UOB Bank
01.2005 - 01.2007

Associate Financial Planner

Prudential Singapore
01.2001 - 01.2005

GCE “A” Level - Economics, Accountancy and Chinese as First Language

Outram Institute
Wisely Tan Han Ju