Kah Tan
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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

+65 655980****
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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.

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Work Experience

63 Market Street, Singapore, 048942, SG

Financial Services

2330
Phone
+65 65863200
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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

Macquarie University
Macquarie University

Accounting,

Bachelor Of Commerce,

Bachelors