Felix Tan

Consultant at JIA Asia Asset Management Pte Ltd
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Contact Information
us****@****om
(386) 825-5501
Location
SG
Languages
  • English Full professional proficiency
  • Chinese Full professional proficiency
  • Malay Elementary proficiency

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Credentials

  • Bloomberg Market Concepts
    Bloomberg
    Nov, 2019
    - Nov, 2024
  • Train-the-Trainers Programme
    Citi-SMU Financial Literacy Programme for Young Adults
    Oct, 2019
    - Nov, 2024
  • MYOB Certification
    MYOB
    Dec, 2017
    - Nov, 2024
  • Microsoft Office Specialist Master Certification (MOS)
    Certiport - A Pearson VUE Business
    Jul, 2017
    - Nov, 2024
  • Microsoft Certified Application Specialist: Using Microsoft Office Excel 2013
    Microsoft
    Jul, 2015
    - Nov, 2024

Experience

  • JIA Asia Asset Management Pte Ltd
    • Singapore
    • Financial Services
    • 1 - 100 Employee
    • Consultant
      • May 2022 - Present

      • Provided exceptional support for ultra high net worth clients, ensuring their unique needs were met with precision and care• Played a key role in delivering expert deal advisory services, driving successful outcomes for private market clients• Created opportunities for clients to achieve balanced and diversified growth, resulting in long-term portfolio success• Implement cost-saving measures resulting in a 40% reduction in expenses for the company

    • Away - National Service
      • Jul 2020 - May 2022

      Served my mandatory 2-years conscripted National Service in the Singapore Armed Forces (SAF).

    • Business Analyst
      • Feb 2020 - Jul 2020

      (Was Jupiter Investment Asia Pte. Ltd.)• Provided exceptional support for the various stakeholders• Played a key role as a liaison between the business team and the technical teams.• Contributed to the production of fund factsheets and marketing decks, enhancing the company's investor communication materials

  • MontVici
    • Singapore
    • Business Consulting and Services
    • Founder
      • Nov 2016 - Present

      • Delivered bespoke services and implemented innovative solutions for clients, resulting in enhanced business performance and increased customer satisfaction • Generated 10,000+ high-quality leads for multiple Insurance and Financial Advisory firms, leveraging digital and traditional marketing channels • Partnered with leading Market Research Firms to conduct fieldwork research involving 25,000+ respondents, providing valuable insights for strategic business decisions • Supported the hiring of 200+ part-time workers for over 10 businesses and events, contributing to the success of events and achieving 100% client satisfaction Show less

  • X10 Media
    • Singapore
    • Advertising Services
    • 1 - 100 Employee
    • Performance Marketing Partner
      • Aug 2022 - Present

      • Designed and executed bespoke solutions focused on Performance Marketing for clients on top of Micro-Influencers, Social Media, and B2B marketing. • Designed and executed bespoke solutions focused on Performance Marketing for clients on top of Micro-Influencers, Social Media, and B2B marketing.

  • Singapore Armed Forces (SAF)
    • Armed Forces
    • 700 & Above Employee
    • Company Sergeant Major (NS)
      • Mar 2022 - Present

      806th Singapore Infantry Regiment, Rifle Coy Company Sergeant Major (NS)

    • Shift Commander
      • Dec 2021 - Feb 2022

      Led and managed a team of 12 soldiers to safeguard and protect key installations in Singapore.

    • Platoon Sergeant
      • Mar 2021 - Dec 2021

      8th Singapore Infantry Regiment (8SIR) (Active)Led and managed 50 soldiers to safeguard SAF military base• Promoted to 2SG from 3SG• Appointed as a member of a Safety Advisory Panel as my Battalion representative• Awarded Best Commander Award for Q3 2021

    • Specialist Cadet
      • Oct 2020 - Mar 2021

      46/20 Specialist Cadet Course (Military Police)• Was Awarded Honour Graduate among 105 cadets (Silver Bayonet Award).

  • DBS Bank
    • Singapore
    • Banking
    • 700 & Above Employee
    • People’s Learning & Engagement Executive
      • Aug 2019 - Sep 2019

      Middle Office Technology, Central Function Team

    • People’s Learning & Engagement Intern
      • Mar 2019 - Aug 2019

      Middle Office Technology, Central Function Team• Assisted in planning, spearheading, and execution of Department - level events e.g. Townhalls, CSRs and welfare events.

  • Sennheiser
    • Germany
    • Appliances, Electrical, and Electronics Manufacturing
    • 700 & Above Employee
    • Ambassador - Sennheiser Sound Hero
      • Oct 2016 - Feb 2017

      Collaborated with 9 other fantastic and reputable Content Creators / Local Artists / Social Media Influencers to promote Sennheiser via Social Media Marketing • Achieved 2nd runner up for the Marketing Campaign. showcasing exceptional creativity, strategy, and execution skills • Raised brand awareness by reviewing Audio products and creating creative content • Managed and created content for Sennheiser's Instagram Collaborated with 9 other fantastic and reputable Content Creators / Local Artists / Social Media Influencers to promote Sennheiser via Social Media Marketing • Achieved 2nd runner up for the Marketing Campaign. showcasing exceptional creativity, strategy, and execution skills • Raised brand awareness by reviewing Audio products and creating creative content • Managed and created content for Sennheiser's Instagram

  • Tozi Intelligence Insight
    • Singapore
    • Market Research
    • Fieldwork Manager
      • Jun 2016 - Nov 2016

      • Managed a team of 20 fieldwork consultants, delivering high-quality data and achieving a 95% response rate for Market Research Companies• Ensured timely completion of research projects by gathering required responses from requested target audience, resulting in a 20% increase in client satisfaction• Assisted in data cleaning and visualization for market research, creating actionable insights and delivering reports that were 30% more effective in driving strategic decisions

    • Fieldwork Assistant
      • Oct 2015 - Jun 2016

      • Assisted major market research companies to gather data on field, delivering high-quality data and achieving a 95% response rate

Education

  • Singapore Institute of Technology
    Bachelor of Accountancy (Hons), Accounting and Finance
    2022 - 2025
  • Ngee Ann Polytechnic
    Diploma, Banking and Financial Services
    2017 - 2020
  • Shanghai University of Finance and Economics
    Diploma, Banking and Financial Support Services
    2018 - 2018
  • Institute of Technical Education
    Higher Nitec, Accounting
    2015 - 2017

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