
Steven Tan
· To research, analyse and advise Priority Bankers on the interpretation of latest financial information on current and... | Singapore
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Steven Tan’s Location Singapore
Steven Tan’s Expertise · To research, analyse and advise Priority Bankers on the interpretation of latest financial information on current and future market conditions for regional stock & currency markets. · To proactively advice high net-worth clients on market developments based on their appetite for risk, financial & investment goals to make recommendation for currency, stocks and bonds to achieve their financial aspirations. · To closely monitor & regularly update performance of customers currencies, shares & bonds positions and make appropriate recommendations and changes when necessary according to market movements. · To regularly update Head of Treasury Services with daily revenue performance & provide feedback on competitors latest market offerings to match or counter-offer deals to stay ahead of the competition. Specialties: Overall responsibilities encompass assessment, consultation and sales of treasury products to provide customised solutions to manage and enhance clients' wealth portfolio leveraging on Foreign Exchange, Fixed Income & Derivative Options Instruments.
Steven Tan’s Current Industry Dbs
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Tan’s Prior Industry
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Work Experience

Dbs
Avp-Treasury Services Manager
Mon Apr 01 2002 00:00:00 GMT+0000 (Coordinated Universal Time) — Present