Talk to sales Try for Free
Ian Tan

Ian Tan

Business Development Intern

Followers of Ian Tan1000 followers
location of Ian TanSingapore, Singapore

Connect with Ian Tan to Send Message

Connect

Connect with Ian Tan to Send Message

Connect

  • Timeline

  • About me

    I help professionals turn INCOME into WEALTH | Charting life with numbers-driven CLARITY | Book a call to get your WealthTrack Blueprint!

  • Education

    • Peking University

      -
      Entrepreneurship/Entrepreneurial Studies A

      As part of the NUS Overseas College programme, students are expected to take an Entrepreneurship Practicum module with the partnering university.

    • National University of Singapore

      2016 - 2020
      Bachelor of Social Science (Honours) Economics (Specialisation in Finance) and Mathematics (2nd Major)

    • School of the Arts Singapore

      2014 - 2015
      IB Diploma

    • NUS Overseas Colleges - Beijing

      2019 -
      Entrepreneurship/Entrepreneurial Studies

      The NUS Overseas Colleges (NOC) Programme is a competitive internship programme with strong emphasis on entrepreneurship. During the programme, students intern in a start-up company and take up courses part-time in reputable universities.

  • Experience

    • Back Office Consulting Pte Ltd

      Jan 2016 - Jul 2016
      Business Development Intern

      Back Office Consulting is a Singapore based company that has vast experience in auditing, accounting and bookkeeping, banking and finance, taxation, corporate secretary, human resource management, POS management and other business solutions.

    • Resonance

      Jan 2018 - Jun 2018
      Account Executive

      Resonance China is a digital media agency based in Shanghai and Beijing, servicing foreign brands targeting Chinese consumers through digital consulting, social CRM, social communications and social commerce, in the whole Greater China area.

    • AIA Financial Advisers

      May 2020 - Feb 2025
      Prestige Wealth Manager

      Million Dollar Round Table 2023, 2024AIA High Net Worth Prestige Club 2022, 2023, 2024AIA Prestige Titanium, 2022, 2023AIA Prestige Gold 2024

    • Financial Alliance Pte Ltd

      Feb 2025 - now
      Senior Financial Advisory Manager

  • Licenses & Certifications

    • Business Advisory Mastery Workshops

      Multiply Business Systems
      Jan 2024
      View certificate certificate

    • Retirement Workshop with CPF as the Foundation

      Advent Connect
      Jun 2022
      View certificate certificate

    • Chartered Financial Consultant (ChFC)

      Singapore College Of Insurance
      Nov 2024
      View certificate certificate

    • Integrating Insurance, Investment and Wealth Planning into Client Advisory Process

      Wealth Management Institute (WMI)
      Jul 2022

    • Cert SCI (FPC)

      Singapore College Of Insurance
      Jan 2021

    • Diploma in Personal Financial Planning

      Singapore College Of Insurance
      Jan 2023
      View certificate certificate

    • Certification in General Insurance

      Singapore College Of Insurance
      Feb 2022

    • IBF Qualified

      IBFSG - The Institute of Banking & Finance Singapore
      Jan 2021

  • Honors & Awards

    • Awarded to Ian Tan
      AIA Prestige Gold - 2024
    • Awarded to Ian Tan
      MDRT Qualifier 2024 Million Dollar Round Table 2024
    • Awarded to Ian Tan
      AIA FA Prestige Titanium 2023 AIA Financial Advisers Pte Ltd 2023
    • Awarded to Ian Tan
      MDRT Qualifier 2023 MDRT 2023
    • Awarded to Ian Tan
      AIA FA Prestige Titanium 2022 AIA Financial Advisers Pte Ltd Apr 2022

  • Volunteer Experience

    • Treasurer

      Issued by Movement for the Intellectually Disabled of Singapore (West End Project) on Apr 2016
      Movement for the Intellectually Disabled of Singapore (West End Project)Associated with Ian Tan

    • Leadership Program

      Issued by Youth Corps Singapore on Jan 2014
      Youth Corps SingaporeAssociated with Ian Tan