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Chan Teng Kai, Ian

Professional Title: Financial Consultant

Million Dollar Round Table (MDRT) – 2023, 2024
International Dragon Award (IDA) – 2023, 2024
AIA High Net Worth Prestige Club
- Senior Personal Wealth Manager - 2023
- Personal Wealth Manager - 2024
AIA FA Centurion Club – 2023
Certificate in Financial Needs Analysis and Plan Construction [Cert SCI (FPC)]

As a Personal Wealth Manager, I am driven by a passion to help people make informed decisions about their finances and achieve their financial goals. I have always been interested in the world of finance and economics, and I pursued a degree in finance to deepen my knowledge and skills in this field. After gaining experience working in various roles like being a SAF regular and the founder of a marketing agency, I realised that my true calling was to become a financial consultant and use my expertise to help others.

My vision is to provide personalised financial guidance to each of my clients. Every person’s financial situation is unique, and therefore, each person requires a tailored approach to their finances. I aim to build long-lasting relationships with my clients by gaining a deep understanding of their financial goals, risk tolerance, and other factors that impact their financial decisions.

I wish for my clients to achieve financial security and independence. I understand that financial stability is a critical component of overall well-being, and my goal is to help my clients attain that stability. I am committed to providing sound financial advice that is grounded in research and analysis, and I always prioritise my clients’ interests above all else.