Emily Tan

Background

About Emily Tan

Hi! I am Emily, a Singapore Polytechnic Banking and Finance student. Through my diploma, I’ve gained skills in Microsoft Office, Power BI, Tableau, leadership during group projects, and improved communication with diverse individuals. Passionate about helping others achieve financial security, I aspire to become a Wealth Management Advisor, providing clear, personalized financial guidance to make a meaningful impact. Through my diverse work experience in retail, insurance, and food and beverage sectors, I’ve gained invaluable interpersonal skills and the ability to build strong relationships with clients. My retail and F&B roles taught me how to manage high-pressure situations, deliver exceptional customer service, and adapt to dynamic environments. During my internship at an insurance brokerage, I gained hands-on experience with administrative tasks, policy handling, and client relationship management, deepening my understanding of the financial services industry. My strengths include financial literacy, problem-solving, and the ability to explain complex financial concepts in simple terms. I thrive on working collaboratively with clients to identify their financial goals, craft tailored solutions, and build trust over the long term. I am also adept at time management, multitasking, and prioritizing tasks to achieve both individual and team objectives. In addition, to prepare for a career as a Wealth Management Advisor, I actively enhance my financial knowledge by taking investment management and financial planning courses, pursuing certifications like the Investment Management Certificate (IMC), and staying updated on market trends through platforms like Bloomberg. I’ve also developed technical skills in Excel for financial modeling, Tableau for data visualization, and CRM tools like Salesforce to manage client relationships effectively. I am also following the top voices and making connections on LinkedIn to make sure I am always updated on current affairs.