Ian Tan

Ian Tan

Business Development Intern

Followers of Ian Tan1000 followers
location of Ian TanSingapore, Singapore

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  • 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