Xavier Tan (DPFP)

Xavier tan (dpfp)

bookmark on deepenrich
location of Xavier Tan (DPFP)Singapore, Singapore
Followers of Xavier Tan (DPFP)1000 followers
  • Timeline

  • About me

    Investments | Estate Distribution | Insurance | Wills & Trusts | Corporate Solutions l IBF Qualified

  • Education

    • National university of singapore

      2019 - 2023
      Bachelor of science - bs life sciences
  • Experience

    • The dive ship

      Oct 2018 - now
      Scuba diving instructor

      • Liaised with external parties to plan diving trips and accommodation• Facilitation of movement from Singapore to Tioman, Malaysia. Assisted customers with settling lodging• Taught diving to beginners while upholding PADI safety standards throughout dives in both Singapore and Tioman• Awarded Elite Instructor 2019 and 2020 for achieving over 50 certifications

    • Recruitfirst

      Jan 2019 - Apr 2019
      Temporary managerial associate

      • Organised private and confidential documents, maintaining clientele confidentiality• Interviewed potential candidates and assessed individual capabilities/ strengths• Obtained portfolio from candidates and sourced jobs for eligible candidates• Followed up with candidates with job offers and clientele• Advertised available job positions across several platforms (Facebook, Gumtree, LinkedIn, Telegram)• Compilation of data and handled other sensitive administrative matters such as timesheets and private data of candidates and clientele Show less

    • Grab

      Apr 2019 - Jun 2019
      Customer relations officer

      • Managed complaints and customer service• Liaised with technology support services, financial department to meet customer satisfaction• Reported numbers, unresolved or resolved cases to superiors

    • Vybe

      Jan 2021 - May 2021
      Business development and account management intern

      • Compilation of data and handled other sensitive administrative matters such as private data of candidates and clientele• Sourcing and outreach after assessment of suitable mentor profiles for matching with mentees• Managed mentor profiles and mentee profiles while maintaining confidentiality• Assisted in business expansion, strategic lead generation, marketing, and other corporate strategies• Identified trends and researched on target audience needs before customising strategies for business expansion and company direction. Show less

    • Awm group

      May 2022 - now
      Financial services consultant

      AWM's Vision:To build lasting legacies for our clients, communities and consultants.AWM's Mission:AWM delivers quality advisory through continuous education, innovation, and service.AWM's Core Values:ServiceExcellenceResponsibilityRespect

    • Square studios pte ltd

      Jun 2024 - now
      Partner

      Square Studios is a forward-thinking marketing and nightlife consultancy, dedicated to driving business success. Founded by a team of seasoned professionals, we combine expertise in digital marketing, branding, content creation, and analytics to empower our clients with the strategies and tools they need to achieve their marketing and financial objectives.At Square Studios, we prioritize collaboration, working hand-in-hand with clients to address their unique challenges and capitalize on opportunities. Our commitment to innovation and excellence ensures we stay ahead of industry trends, delivering impactful, data-driven solutions that generate measurable results. Show less

  • Licenses & Certifications

    • Fundamentals of digital marketing

      Google digital garage
      Jun 2020
    • Sailing proficiency dinghy level 1

      Singapore sailing federation
      Oct 2019
    • Class 3 driving license

      Ssdc
      Dec 2018
    • Edx verified certificate for finance for everyone: smart tools for decision-making

      Edx
      Jan 2023
      View certificate certificate
    • Ibf qualified (ibfq) level 1 financial planning (personal)

      Ibfsg - the institute of banking & finance singapore
      Mar 2024
    • Diving instructor

      Padi
      Oct 2019
    • Certified affluent wealth adviser (cawa) level 1

      Wealth management institute (wmi)
      Aug 2023
    • Powered pleasure craft driving license

      Maritime and port authority of singapore (mpa)
      Dec 2020
    • Diploma in personal financial planning

      Singapore college of insurance
      Aug 2023
      View certificate certificate