Genevieve Tan

Experience

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  HSBC

  Jan 2008 - Jan 2012

  - Acquisition of accounts- Sales of Bancassurance Products - Consolidating daily sales figures from the different branches- Preparing sales reports for the benefit of the management- Preparing presentation slides for forums as well as any ad-hoc duties as required

  • Financial Planning Manager

    Jan 2009 - Jan 2012

  • Management Support Officer

    Jan 2008 - Jan 2009
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  Zurich Life Insurance Singapore

  Jan 2012 - Jan 2016

  Financial Advisor
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  Dunn and Partners

  Aug 2016 - now

  Financial Services Consultant

  Summit Planners - Dunn & Partners is a branch representing Manulife Financial Advisers Pte Ltd

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  Manulife Financial Advisers Pte Ltd

  Aug 2016 - now

  At Manulife Financial Advisers, we are committed to putting our clients’ needs first.Our clients will enjoy access to a wide range of solutions from Manulife as well as other trusted partners to meet their insurance, investment and retirement needs.Backed by Manulife Singapore, a leading Canadian-based financial services group with principal operations in Asia, Canada and the United States, we are well-positioned to offer distinctive advantages with the flexibility of a financial advisory firm, as well as the strong governance and financial backing of an international financial services group.Based in Singapore, Manulife Financial Advisers is licensed and regulated by the Monetary Authority of Singapore (MAS).As one of the most dynamic financial advisory firms in Singapore, we have grown from a united team of 200 in 2015 to a current strong team of more than 1400. Our vision is to be the most professional financial advisory firm in Singapore and the region, with financial services consultants that place their clients’ needs at the centre of everything they do.Driven by a mission to provide professional advice and customised financial solutions, we focus on placing our clients' needs and interests first. We strive to become the most trusted and reputable financial advisory firm in Singapore, recognised for our quality advice and service which will enable us to enrich the lives of many in years to come. Show less

  • Financial Services Consultant

    Oct 2016 - now

  • Associate Director of Sales, Financial Services

    Aug 2016 - now
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  Summit Planners

  Oct 2016 - now

  Relationship Director

  Inspired by an extraordinary vision and created in December 2000, Summit Planners is an avant-garde organisation that works in conjunction with professionals and institutions to provide clients with business and financial solutions.At Summit Planners, we strive to provide our clients with customised solutions from our suite of services to match not only the size of their organisation, but also their ambitions. From sole proprietorships to corporations, and from individuals to families, their trust in our services and our partners have enabled us to grow from strength to strength.We know what it is like to pursue a dream. For a dream to have a chance to come true, one needs a Plan. At Summit Planners, one can count on us to help achieve those goals in life, and plan the route towards the summit. Show less