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Caleb Tay Wei Bin

Professional Title: Senior Director

RNF No: TWB300568353

Million Dollar Round Table (MDRT) - 2022, 2023, 2025, 2026
AIA Awards

AIA FA Pinnacle Club (Unit) – 2022
AIA FA Pinnacle Club (Gold Unit) – 2023, 2024
AIA FA Top Associate Director 1st Runner Up
AIA FA Top Recruiting Director
AIA President Club Qualifier 2024
AIA High Net Worth Prestige Club – Prestige Wealth Manager – 2025

Other Certificates

Chartered Financial Consultant (ChFC)
Chartered Life Underwriter (CLU)
Associate Estate Planning Practitioner (AEPP)
Certificate in Financial Needs Analysis and Plan Construction (Cert FPC)
Institute of Banking and Finance Qualified (IBFQ)
Institute of Banking and Finance Advanced (IBFA) Level 2

Change is here. Today I am leading a team of 60+ young, competent and client-centric team to provide needs-based recommendations in hopes of transforming the advisory landscape in Singapore.

I began trading US equities in 2016 and founded a telegram community of >2000 members during the covid pandemic to connect professional and budding investors. This particular experience made me discover my passion for finance & coaching and I made a decision to pursue management in the financial services industry.

In less than 4 years, It’s an honour to assume the role of a Senior Director in AWM. My team and I have developed systems to guide our clients through the periodic waves of turbulence, collectively devising solutions along the way to cope with life’s challenges.

The trend of wealth advisory is picking up after the pandemic and opportunities are endless if you can bring value to the table. I am looking for like-minded partners to join me on this journey to create a ripple effect in this space.

“Whatever you vividly imagine, ardently desire, sincerely believe, and enthusiastically act upon, must inevitably come to pass”