Julian Tan

Premium Financing Loan Business Concierge Manager at RHB Singapore
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Contact Information
us****@****om
(386) 825-5501
Location
Singapore, SG
Skills

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Bio

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5.0

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/ Based on 2 ratings
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Gan Wai Seng

A very hardworking and responsible individual 👍🏻

Nikolai Frandsen

Julian is a detail orientated individual who is a rare talent. Able to strike conversations with any individual as well as a well versed background in the finance industry has aided him very well! He is a hardworker who does not give up in demanding situations.

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Credentials

  • Certificate in Anti Money Laundering with Merit
    International Compliance Association

Experience

  • RHB Singapore
    • Singapore
    • Financial Services
    • 200 - 300 Employee
    • Premium Financing Loan Business Concierge Manager
      • Aug 2020 - Present

      Provide loan advisory and unbiased solutions to meet clients' insurance financing and refinancing.Effectively manage and track monthly sales for timely update. Deliver quality customer service for overall loan application experience.Provide administrative and documentation support to adhere with banking policies, procedures and compliance.Perform EDD including world check for adverse news, name screening and high risk for AML.Analyze AML risks related with the client, identify and escalate potential AML risks as appropriate. Show less

    • Relationship Manager
      • Nov 2019 - Aug 2020

      Provide wealth management financial advice to clients through insurance, unit trust and structure deposits.Engage clients through callings and walk in to bank.Follow up with existing and potential clients to understand their financial needs and cross sell banking wealth solutions.Inform clients of their inactive accounts and advise clients to have transaction to avoid account dormancy.Perform KYC, world checks and other checks needed by the bank during account opening. Show less

  • UOB
    • Singapore
    • Banking
    • 700 & Above Employee
    • Relationship Manager
      • Feb 2019 - Nov 2019

      Recommend tailored financial advisory and investment solutions to meet clients’ needs. Enhance wealth accumulation using insurance and investment solutions. Build and strengthen clients’ relationship. Continually assess and reassess client needs and wants. Recommend tailored financial advisory and investment solutions to meet clients’ needs. Enhance wealth accumulation using insurance and investment solutions. Build and strengthen clients’ relationship. Continually assess and reassess client needs and wants.

  • AIA Singapore
    • Singapore
    • Insurance
    • 700 & Above Employee
    • Financial Services Consultant
      • Jan 2018 - Feb 2019

      As a financial services consultant, I assess clients’ financial situation to present a financial plan that includes both short and long term financial goals. Recommend products and services that are suitable for clients based on their objectives, resources, time horizon, risk profile and preferences. My job scoop includes maintaining proper documentation required by compliance and management. As well as complying with all industry rules and regulations. As a financial services consultant, I assess clients’ financial situation to present a financial plan that includes both short and long term financial goals. Recommend products and services that are suitable for clients based on their objectives, resources, time horizon, risk profile and preferences. My job scoop includes maintaining proper documentation required by compliance and management. As well as complying with all industry rules and regulations.

  • Republic of Singapore Air Force
    • Singapore
    • Armed Forces
    • 700 & Above Employee
    • Assistant Engineer
      • Jun 2000 - Oct 2017

      July 2000 to October 2017 Assistant Engineer • Team Lead • RSAF • Attended Hawkeye E2C engine course (In house training) • Attended Gulfstream aircraft and BR 710-C4-11engine course (In house training) • Attended F15 aircraft and F110-GE-129 engine course (In house training) • Engine Trade Team leader leading a team of specialists for aircraft tasks such as maintenance, servicing, diagnosis and troubleshoot engines malfunction. • Assemble/disassemble of engine components of engine/module. • Removal and installation of aircraft engine. • Perform and certify engine maintenance, servicing and defect rectification. • Inspect finished work, operation tests and engine defect rectification. • Work towards engine build dates in partnership with vendors/various departments. • Provide technical maintenance and problem solving engine defects. • Work with vendors & freight forwarders to provide logistical support on engines & components movement. • Provide support on spares availability & liaise with vendor and stakeholders on engine build issue. • Lead a team of specialist to clear daily unserviceable aircraft components and reduced unserviceable aircraft components from 75% to 15%. Show less

Education

  • National University of Singapore
    Bachelor's degree, Mechanical Engineering

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