Kah Tan
Macquarie University
Tell me more about Kah Tan?
Kah Tan is a highly experienced private banking professional with 12 years of experience. He has worked as a Portfolio Investment Counsellor at OCBC Private Bank and as a Private Banker at Bank of Singapore. Kah is known for his expertise in asset allocation, investment advisory, wealth management services, and financial advisory. He is a Director serving Singapore and South East Asia clients and holds a Bachelor's degree in Professional Accounting. Kah is a Certified Practicing Accountant with CPA Australia.
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Emails and Phone Numbers
About
Kah Wee has 12 years in private banking experience. He began as a Portfolio Investment Counsellor at OCBC Private Bank in 2007, advising the Clients of its Family Office, Greater China & Singapore Teams. He became a Private Banker at Bank of Singapore in 2011. An advocate for Legacy Planning, he helps Families to set up Trust & Governance Structures for their Family, Business & Philanthropic Wealth. Kah Wee is a Director serving Singapore & South East Asia Clients. He graduated with a Bachelor in Professional Accounting at Macquarie University & is a Certified Practicing Accountant with CPA Australia.
...See MoreWork Experience
Private Banker
Financial Services
Kah Tan's Professional Milestones
- Investment Counsellor (2007-01-01~2011-01-01): Provided expert financial guidance and provided detailed assessments to clients, promoting successful investment decisions.
- Private Banker (2011-01-01~): Successfully secured millions of dollars in investments, driving growth and profitability for clients.
Education
Accounting,
Bachelor Of Commerce,
Bachelors
Skill
Asset Allocation
Private Banking
Investment Advisory
Wealth Management Services
Financial Advisory
Wealth Management
Emerging Markets
Bonds
Bloomberg
Relationship Management
Private Wealth Management
High Net Worth Individuals
Certification
Colleagues
Jonathan Tan
product owner | project manager pmp® | scrum master
Pavithra Narayanan
area product owner at bank of singapore asia s global private bank
Ti Ming Tan
product owner vp operations change management at bank of singapore
Chee Kin Cheong
product owner at bank of singapore asia s global private bank
Jelita Yen
product owner - wealth management platform - portfolio management - triple a plus tap and blackrock - aladdin
Other Named Kah Tan
Frequently asked questions
We found 1 Kah Tan's phone numbers
Kah Tan's social media include: Linkedin,
Kah Tan works for Bank of Singapore, Asia's Global Private Bank
Kah Tan's role in Bank of Singapore, Asia's Global Private Bank is Private Banker
Kah Tan works in the industry of Financial Services
Kah Tan's colleagues are Jonathan Tan,Pavithra Narayanan,Ti Ming Tan
Kah Tan's latest job experience is Private Banker at Bank of Singapore, Asia's Global Private Bank
Kah Tan's latest education in Macquarie University